The Conga Contracts Quickstart is an optional add on to the Contracts for Salesforce product to enable subscribers to quickly set up an integration between Conga Contracts for Salesforce and Conga Contracts.

You can install the Conga Contracts for Salesforce Quickstart unmanaged package to your Org. This allows you to connect the Conga Contracts Suite for external file storage and Conga Contracts to map Salesforce data to your Org. The connection between systems and contract request actions are active.

Requirements

  • You must have a Conga Contracts Org

  • You must have a Conga Contracts Org that is not already connected to a Salesforce instance

Set up the connection in Contracts for Salesforce

  1. Turning on External File Storage. Go to Setup

  2. Platforms

  3. General.

  4. Connect the Contracts Suite (Platform). Go to Setup

  5. Platforms

  6. Connection.

  7. Create an External Connection. Go to Setup

  8. Platforms

  9. Connection.

Install the Conga Contracts Quickstart package

Go to: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t50000000RcZaAAK

Assign a permission set

You must assign your user the Conga Contracts Quickstart permission set. You should see the Quickstart app. Go in to the Conga Contracts Quickstart app and follow the instructions in the setup tab.

Enable mappings

Go to Conga Contracts for Salesforce Setup > Platforms > Connection and enable all the mappings. Edit or add mapped fields.

Recommendations and tips

  • When you connect a Contracts for Salesforce and Conga Contracts Org, your connection should remain stable and consistent. Disconnecting the Conga Contracts Org or the Contracts for Salesforce Org causes errors and lack of functionality in the one or both Orgs.

  • You must move the expiration date on the Contracts for Salesforce Org. Visit the Contracts for Salesforce partner community here: https://partners.salesforce.com/

  • You MUST do the three steps mentioned above BEFORE you run the quick start configuration. Running the Quickstart configuration before or during those steps has not been tested and will most likely cause errors and set computers on fire.

  • If you want a new connection from a GDO or SF developer org to a Conga Contracts org you need new a new version of both orgs set up for a fresh connection. DO NOT delete a connection assuming you can reuse orgs.

For more information see the Conga Contracts Quickstart.

To start the integration between Conga Contracts and Contracts for Salesforce, you must enable the mappings in the Conga Contracts Setup page. See Configuring Contracts for Salesforce and Conga Contracts for more help.

Prerequisites

  • You must have Contracts for Salesforce Version 1.76 or above
  • You will be installing a separate unmanaged package
  • The installation should be done by onboarding via Dev Ops
  • Conga support can help and enable checkbox

For Contracts for Salesforce

  1. Install the unmanaged package.

  2. Assign permission set.

  3. Add IsConaFile field to the Page Layout. Stop here to save the Salesforce file to Conga Contracts.

  4. If you want to add Conga Contracts and integrate -> Connect Conga Contracts to the Platform. Go through the authorization as needed.

  5. New External Connection

  6. Give your connection a nickname. Go to Conga Contracts, give Salesforce connection a nickname. In Contacts for Salesforce click Connect.

  7. Create mappings for the Contracts for Salesforce Account

  8. Conga Contracts Quickstart setup > Click Default Mappings. You must enable them.

  9. Contracts for Salesforce setup > Enable the mappings.

  10. In Contracts for Salesforce, Add eight custom fields to the Page Layout.

  11. Navigate to Contracts for Salesforce Setup > Account > Page Layout and pull all needed fields to Page Layout. RECOMMENDED: Put them in their own section to keep it clean.

  12. Add Buttons to page layout.

If you want the status widget, you have to enable it in the custom layout in the Lightning app builder.

For Conga Contracts

Contracts: Create new contracts. Contracts tool > Legal entity. You have to enable the Conga Contracts Legal Entity.

  1. Go to Admin > Contract Request Types.

  2. Click New Request Type. Add Bundle name and it should be the name linked to an NDA.

  3. Add the status widget in the Lighting app builder.

  4. Upload a file attached to a contract.

  5. Click Add a file.