After completing the external integration (Salesforce or Salesforce Sandbox) and adding admin users, the next step is to synchronize data from the source system to the Conga Platform. Before synchronizing, you must connect the source and target systems. This section describes the required configurations.
To configure data sync infrastructure
Log in to the Conga Platform as an admin user. A Conga Platform welcome page is displayed.
Click theAdmin Consoletile. A platform administration page is displayed.
Click DataSync.
Click the More () icon on the Data Sync UI, and then clickSettings. The Settings page is displayed. By default, the Salesforce Settings tab is selected.
In the Salesforce Settings tab, enter the values in the following fields:
Field
Description
Username
Enter your Salesforce account username.
Password
Enter your Salesforce account password. When you enter the password, dots replace the characters for security reasons. To see or hide the characters, click the eye icon.
Token URL
Enter the token URL. You may use either a sandbox or production instance URL to access the OAuth2 token service.
Enter the security token in this field. When you enter the security token, dots replace the characters for security reasons. To see or hide the characters, click the eye icon.
To get the secret, reset the security token associated with the Salesforce account. After the security token is reset, the new security token is sent to the email address specified in the Salesforce personal settings. For step-by-step instructions, see Reset Your Security Token.
If you are unable to see the option to reset your security token, seeTroubleshooting.
Client ID
Enter the consumer key generated after creating the connected app.
Client Secret
Enter the consumer secret generated after creating the connected app. When you enter the client secret, dots replace the characters for security reasons. To see or hide the characters, click the eye icon.
For more information on creating a connected app and getting the client ID and secret, seeCreate a Connected App.
Domain URL
Enter the domain URL for the Salesforce portal. We recommend using the classic URL format that ends with ".salesforce.com."
The system does not currently support URLs in Lightning Mode format, which end with ".lightning.force.com".
Enter the client ID and client secret generated after creating the API-to-API connection.
When you enter the client secret, dots replace the characters for security reasons. To see or hide the characters, click the eye icon.
For more information on creating the API-to-API connection and getting the client ID and secret, see "To Configure API to API Connection" in the Conga API Connections topic.
