Conga Product Documentation

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CPQ Package Objects

CPQ is comprised of multiple packages as mentioned in the installation section and this page lists out the objects inside each package.

Conga Base Library

Conga Base Library provides a shared library of reusable components that the other Conga packages can use. The following table list the objects in Conga Base Library.

Object

Purpose of the Object

Apttus UI Component Configuration

Object Records holds stored configurations for configurable higher-order components

Apttus UI Component Provider

The object records store the information about Providers of all types that are implemented by consuming applications

Configuration Action Provider (Deprecated)

Junction Object to Correlate Configurations to Action Provider(s)

Configuration Action Provider 2

Junction Object to Correlate Configurations to Action Provider(s)

Conga Configuration & Pricing

Conga Configuration & Pricing gives you complete visibility and control of the quote-to-order phase of your sales process. Beginning in an opportunity, a user can select products or services, configure and price them for simple or highly complex scenarios, and produce high-quality customer-facing quotes and proposals.

Object

Purpose of the Object

Account Billing Summary

Represents the billing summary for an account.

Account Location

Represents a location for an account.

Adjustment Line Item

Represents an adjustment to the price of a product/service.

Agreement Price Rule

Represents a special pricing rule associated with an agreement or an asset.

Agreement Price Tier

Represents a single entry in an agreement price tier.

Application Feature

An object to contain features in the Applications, where Applications are Conga products like CPQ, CLM etc.

Application Setting

Object to contain metadata about application settings.

Applied Expression Info

Represents expressions applied to the configuration.

Applied Rule Action Info

Rule actions that are applied to the configuration.

Applied Rule Info

Keeps track of rules applied to a configuration.

Asset Attribute Value

Represents the attribute values for a product class.

Asset Attribute Value History

Represents the attribute values for a product class.

Asset Line Item

Represents a product or service asset line item.

Asset Line Item History

Represents a product or service asset line item history.

Asset Transaction History

Represents a transaction that records the change to an asset.

Asset Usage Price Tier

Represents a single entry in an asset usage price tier.

Asset Usage Price Tier History

Represents a single entry in an asset usage price tier.

Attribute Group Translation

This object holds the translated values of attribute group object fields for all the languages.

Attribute Value Matrix

Represents the information about attribute value compatibilities or incompatibilities.

Attribute Value Matrix Entry

Represents a row (entry) in an attribute value matrix.

Batch Job (CPQ)

Represents an individual batch job.

Batch Job (CPQ) Parameter

Represents a batch job bind parameter.

Billing Plan

Represents a billing plan associated with a product or service that is part of a quote or order.

Billing Plan Item

Represents a billing entry in a billing plan of a quote or order.

Billing Plan Template

Represents the template to create a billing plan for a quote or order.

Billing Plan Template Item

Represents a billing plan template item associated with the quote or order.

Billing Preference

Represents a functional preference for billing purposes of a quote or order

Bundle Component View

Keeps the list references of component products related to the bundle and sub-bundle.

Cart Clone Info

Category

Represents a category.

Category Hierarchy

Represents a category hierarchy.

CategoryTranslation

Catalog Hierarchy field translations are stored in this object. Each Category Translation object holds a translation for a SFDC supported language for a defined Category Hierarchy Object record.

Charge Group

Represents a group of charge types associated with a product or service.

Charge Group Member

Represents the mapping between a charge group and the charge types associated with the group.

Charge Type

Represents a type of charge for a product or service.

Collaboration Request

This object will persist information for quote collaboration tasks and will be used to relate the parent configurations and its related child configurations.

Constraint Rule

Captures information about configuration constraint rule.

Constraint Rule Action

Captures information about rule actions. Rule actions are applied only when the rule conditions are satisfied.

Constraint Rule Action Expression

Constraint Rule Condition

Captures information about the condition of a constraint rule. In order for a rule to trigger all or some of the rule conditions should be true and the combining expression should be true.

Cost Adjustment

Represents an adjustment to the cost of a product/service.

Cost Item

Represents a product entry in a Cost Model.

Cost Line Item

Represents cost associated with base price of line item.

Cost Model

Cost Model represents cost model of a FES or Factory.

Cost Type

Represents cost hierarchy definition.

Custom Message

Used to provide translation for messages used in custom objects.

External Order Adjustment Item

Represents an adjustment to the price of a product/service.

External Order Summary

Represents an external order summary associated with an account.

External Order Summary Item

Represents a product or service line item associated with an external order summary.

Favorite Configuration

Feature

Represents a single feature in a feature set.

Feature Set

Represents a set of features shared by products.

Field Expression

Represents a field expression.

Footnote

Represents a single footnote in a document.

Formula Field (CPQ)

Represents a formula field used in price dimensions and rules.

Frequency Conversion Rate

Represents the conversion rates used to convert pricing from one frequency to another.

G/L Account Map Entry

Represents a single entry in a G/L account map rule.

G/L Account Map Rule

Represents a G/L account map rule to determine G/L account numbers for a product or service.

Guided Question

Represents a question in a guided interview.

Guided Search Rule Entry

Represents a single entry in a guided search rule.

Guided Search Rule Filter

Represents a single search filter in a guided search rule entry.

Guided Selling Rule

Represents a rule to search for products based on a guided interview.

Help Doc

Object holds help documentation.

Incentive

Represents an incentive associated with one or more products.

Incentive Adjustment Item

Represents an adjustment to the price of a product/service.

Incentive Benefit Data

Represents a single benefit data row associated with the incentive benefit.

Incentive Coupon

Represents a coupon associated with an incentive.

Incentive Group

Represents a group of incentives.

Incentive Limit

Represents a single limit associated with an incentive.

Incentive Limit Data

Represents a single limit data row associated with the incentive limit.

Incentive Loyalty Enrollment

Represents a single customer enrollment into an incentive loyalty program.

Line Item

Represents a product or service line item.

Line Item Rollup

Holds rollup summary custom fields.

Loyalty Point Accrual Adjustment Item

Represents loyalty points accrual adjustments for a product/service.

Loyalty Point Accrual Summary

Represents a summary of loyalty points accrued for the account or contact.

Milestone

Represents milestones associated with other business objects.

Milestone Adjustment Item

Represents an adjustment to the price of a product/service.

Milestone Template

Represents a template for creating milestones.

Notification Feed

A generic object to contain Notification Feeds generated by any object for any page.

Order

Represents an order associated with an account.

Order Adjustment Line Item

Represents an adjustment to the price of a product/service.

Order Fulfillment

Represents an order fulfillment associated with an account.

Order Fulfillment Line Item

Represents a fulfillment line item associated with one or more orders.

Order Incentive Benefit Data

Represents a single benefit data row associated with the incentive benefit for the order.

Order Incentive Limit Data

Represents a single limit data row associated with the incentive limit for the order.

Order Line Item

Represents a product or service line item associated with an order.

Order Loyalty Point Accrual Item

Represents loyalty points accrued for a product/service.

Order Pocket Adjustment Line Item

Represents a pocket price adjustment to the price of a product/service.

Order Product Attribute Value

Represents the attribute values for a product class in an order line item.

Order Rollup Data

Represents the dynamic rollup data for use in criteria.

Order Tax Breakup

Represents the tax breakup of a product/service

Order Usage Price Tier

Represents a single entry in an order usage price tier.

Payment Term

Represents a payment term associated with a quote, order or an agreement.

Permission Set Relationship

Price Breakup

Represents the price breakup of a product/service.

Price Dimension

Represents a price criteria dimension.

Price List

Represents a price list that contains the list of products the organization sells.

Price List Category

Represents the categories associated with a price list.

Price List Item

Represents a product entry in a price list.

Price Matrix

Represents a price matrix associated with a price list entry.

Price Matrix Entry

Represents a single entry in a price matrix.

Price Rule

Represents a single rule in a price ruleset.

Price Rule Entry

Represents a single entry in a price rule.

Price Ruleset

Represents a rule set that contains the list of rules to modify prices of products the organization sells.

Product Attribute

Represents a single attribute in a product attribute group.

Product Attribute Group

Represents a product attribute group that contains attributes shared by products.

Product Attribute Group Member

Represents the association between a product and an attribute group.

Product Attribute Matrix View

Represents a denormalized (materialized) view of product attribute and matrices.

Product Attribute Rule

Represents the rule definition of a product attribute value.

Product Attribute Rule Action

Represents a single action in a product attribute rule.

Product Attribute Rule View

Represents a denormalized (materialized) view of product and attribute rule.

Product Attribute Value

Represents the attribute values for a product class.

Product Classification

Represents a product classification which is a member of the list of products associated with a classification.

Product Configuration

Represents a product configuration.

Product Constraint

Represents a set of constraints a product must satisfy before it can be added to the product configuration.

Product Constraint Entry

Represents a single entry in a product constraint.

Product Constraint View

Creates product and constraint rule view table based on the definition of product scope in constraint rule condition.

Product Default Rule

Represents a rule to default products, quantity, and term.

Product Default Rule Filter

Represents a single filter in a product default rule.

Product Default Value

Represents the default values for a product.

Product Feature

Represents the association between a product and a feature set.

Product Feature Value

Represents the feature values for a product and its associated feature set.

Product Filter View

Represents the filter values for each product in a category.

Product Footnote

Represents the footnote available in a product or option.

Product Group

Represents a group of products.

Product Group Member

Represents a single product in a product group.

Product Hierarchy View

Represents a denormalized (materialized) view of product and classification hierarchies.

Product Information

Represents information associated with a product or a classification.

Product Option Component

Represents a product option component which is a member of the list of options associated with a product option group.

Product Option Group

Represents a product option group which is a member of the list of option groups associated with a product.

Product Option Price

Represents the price for an option or component.

Product Translation

This object holds the translated values of product object fields for all the languages.

Published Favorite

A junction object between Favorite Configurations and Price Lists to support many to many relationships.

Related Account Location

Holds the relationships between account locations.

Related Asset Line Item

Holds the relationships between asset line items.

Related Incentive

Holds the relationships between incentives.

Related Price List Item

Holds the relationships between price list items.

Related Product

Related products are for up-sell, cross-sell or related products (search helper).

Revenue Recognition Policy

Represents a revenue recognition policy associated with a product or service.

Revenue Split Policy

Represents an order revenue split policy associated with a product or service.

Revenue Split Policy Entry

Represents a single entry in a revenue split policy.

Rollup Data

Represents the rollup data for use in criteria.

Saved Search

Represents a saved search criteria.

Search Attribute Value

Holds product search parameters and default values for line items.

Search Filter (CPQ)

Represents a search filter.

Service Location

Represents a service location.

Setting Group

Object to group settings into logical sets.

Smart Search Activity History

Contains a history of the actions occurring during the search process when connecting to the Azure system (activation, deactivation, sync).

Summary Group

Represents a summary of line items.

Tax Breakup

Represents the tax breakup of a product/service.

Tax Certificate

Represents a tax certificate.

Tax Code

Represents a tax code associated with a product or service.

Temp Display Column

Holds information about columns displayed in the cart view.

Temp Filter

Helps in the binding of search filter values.

Temp Incentive Benefit Data

Represents a single benefit data row associated with the incentive benefit for the product configuration.

Temp Incentive Limit Data

Represents a single limit data row associated with the incentive limit for the product configuration.

Temp Object (CPQ)

A container for temporary objects used by the application.

Temp Renew

Temporary object for capturing user input to create asset line item during the amendment/renewal process.

Temp Renew Asset Group

Temporary object to store renew asset group processed by RenewOpportunityJob.

Temp Renew Asset Line Item

Temporary object to store renew asset line item processed by RenewOpportunityJob.

Temp Rollup Data

Represents the dynamic rollup data for use in criteria.

Totaling Group

Represents a totaling group.

Transfer Price

Represents association of source price like factory price with source cost like FES source cost.

Usage Price Tier

Represents a single entry in a usage price tier.

Conga Contract Lifecycle Management

The Conga Contract Lifecycle Management Suite gives you complete visibility and control of your contract process. This suite is easy to deploy and use; you can immediately gain benefits such as process control, high-risk management, and immediate ROI.

Object

Purpose of the Object

Account Hierarchy

This defines a single instance of an account hierarchy relationship. It contains the leaf Id, the parent Id, the root Id, and the level.

Admin

Store admin preferences and metadata.

Agreement

Represents an agreement in the system.

Agreement Action Condition

Represents conditions to enable agreement actions.

Agreement Clause

Represents a clause associated with an agreement.

Agreement Document

Links to agreement documents that are not stored in Conga/Salesforce repository. These could be URLs to files stored on a file server or document management system behind the client's firewall.

Agreement Document Output Format

Holds default output format preferences by user profile and agreement type for use in the agreement document generation process.

Agreement Explorer

A reusable, unique combination of Field Sets and Filter Sets.

Agreement Hierarchy

This defines a single instance of an agreement hierarchy relationship. It contains the leaf Id, the parent Id, the root Id, and the level.

Agreement Line Item

Represents a product or service line item associated with an agreement.

Agreement Lock

Represents a lock on the agreement.

Agreement Protection

Specifies protection settings for agreements generated by the Conga Contract Wizard and maintained by the Conga Contract Author.

Agreement Rule

Specifies a rule used to evaluate various agreement actions such as submit request.

Agreement Rule Condition

Specifies a condition used to evaluate an agreement rule.

Agreement Term Exception

Term Exceptions associated with a given Agreement.

Async Merge Call

Holds asynchronous merge calls.

Content Event

Holds content events for subscribers to handle.

Cycle Time Field

Holds the fields monitored for cycle time data capture.

Cycle Time Field Data

Holds the data captured on fields for cycle time reporting.

Cycle Time Group

Holds the groups monitored for cycle time data capture.

Cycle Time Group Data

Holds the data captured on groups for cycle time reporting.

Doc Assembly Component

Represents a single component in a document assembly rule.

Doc Assembly Rule

Represents a single rule in a document assembly ruleset.

Doc Assembly Ruleset

Represents a rule set that contains a list of rules to determine the sections to include in a dynamic template.

Document Agreement Clause

Agreement clauses in an agreement document.

Document Version

Represents a document version.

Document Version Detail

Holds the version details of a document.

Formula Field (Comply)

Represents a formula field used in agreement rules.

Merge Event

Holds document merge events for subscribers to handle.

Merge Event Detail

Holds document merge event details.

Query Template

Query Template for building SOQL queries and filters.

Query Template Filter

Filter expression used in a query.

Query Template Qualifier

Filter used to select a query template.

Related Agreement

To identify the different types of relationships between agreements.

Retention Policy

Holds object retention policies.

Search Filter (Comply)

Represents a search filter.

Temp Object (Comply)

A container for temporary objects and attachments.

Template

Contract language templates available in the system. These templates specify guidance, language, local settings, and include Word attachment templates representing the bulk of actual contracts that can be used when creating the first draft. Templates can include standard and non-standard language.

Template Clause Reference

Represents a clause reference in a template or a library.

Template Clause Reference Version

Holds Template Clause References for this version.

Template Datasource Filter

Represents a data source filter associated with a template.

Template Dynamic Section

Represents a dynamic section in a template.

Template Dynamic Section Version

Holds the template dynamic section details for a given template version.

Template Version

Holds various versions of this template and is a Master-detail to Template.

Term Exception

Term Exceptions master table.

Wizard

A runtime instance of the wizard design.

Wizard Design

Holds all the wizard design records.

Wizard Input Control

The individual question, instruction statements, and associated field attributes.

Wizard Rule

Individual rules which are applied within a ruleset.

Wizard Ruleset

A collection of rules that are applied to input control and steps. The system determines a ruleset at the level of input control expression formula, determine focus objects, record type, and step navigation rules.

Wizard Runtime Input

Input Control instance within a runtime wizard.

Wizard Step

The step that is designed and used in Wizard designs.

Conga Quote Management

Conga Quote Management allows you to create customized proposals including pricing and sales content. The right pricing and content is automatically selected and assembled based on business rules so that the sales representative can quickly get a compelling sales proposal to the prospect.

Object

Purpose of the Object

Document Collate Info

Proposal Document Output Format

Holds default output format preferences by user profile and quote/proposal type for use in the quote/proposal document generation process.

Proposal Line Item

Represents a product or service line item associated with a quote/proposal

Proposal Request

Approval requests for a proposal

Quote/Proposal

Quote/Proposal object which holds dates and line items, many quotes/proposals may be related to a single opportunity, a quote/proposal may have many detail lines

Conga Quote Configuration Integration

Conga Quote and CPQ Integration integrates Conga Quote/Proposal Management with Conga CPQ. It enables the user to select products or services, configure and price them for simple or highly-complex scenarios, and produce high-quality customer-facing quotes and proposals.

Object

Purpose of the Object

Proposal Adjustment Line Item

Represents an adjustment to the price of a product/service.

Proposal Footnote

Represents the footnote available in a quote/proposal.

Proposal Incentive Benefit Data

Represents a single benefit data row associated with the incentive benefit for the quote/proposal.

Proposal Incentive Limit Data

Represents a single limit data row associated with the incentive limit for the quote/proposal.

Proposal Location

Represents the location available in a quote/proposal.

Proposal Product Attribute Value

Represents the attribute values for a product class in a proposal line item.

Proposal Rollup Data

Represents the dynamic rollup data for use in criteria.

Proposal Summary

Represents the summary of a product or service line item in a proposal.

Proposal Summary Group

Represents a summary of line items associated with a quote or proposal.

Proposal Tax Breakup

Represents the tax breakup of a product/service.

Proposal Usage Price Tier

Represents a single entry in a quote/proposal usage price tier.

Conga CLM Configuration Integration

Conga Contract and CPQ Integration integrates Conga Contract Lifecycle Management with Conga CPQ. It enables the user to select products or services, configure and price them for simple or highly-complex scenarios, and produce high-quality customer-facing agreements.

Object

Purpose of the Object

Agreement Adjustment Line Item

Represents an adjustment to the price of a product/service.

Agreement Footnote

Represents the footnote available in an agreement.

Agreement Incentive Benefit Data

Represents a single benefit data row associated with the incentive benefit for the agreement.

Agreement Incentive Limit Data

Represents a single limit data row associated with the incentive limit for the agreement.

Agreement Product Attribute Value

Represents the attribute values for a product class in an agreement line item.

Agreement Rollup Data

Represents the dynamic rollup data for use in criteria.

Agreement Summary

Represents the summary of a product or service line item in an agreement.

Agreement Summary Group

Represents a summary of line items associated with an agreement.

Agreement Tax Breakup

Represents the tax breakup of a product/service.

Agreement Usage Price Tier

Represents a single entry in an agreement usage price tier.