After provisioning the Conga CPQ (formerly known as Apttus CPQ) orgs to the Conga Platform, you must perform the following steps to create a Conga Platform flow and maintain the quote in the Conga Platform. 

Perform the following tasks to initiate the data sync between Salesforce and Conga Platform.

  1. Configure Creating Auth. Provider to access the external data source (in this case, SFDC to Conga Platform),
  2. Configure the APTS_RLPInstanceSettings admin entry.
  3. Configure remote site settings.
  4. Configure a custom button for the Conga Platform flow.

Configuring Admin Setting (APTS_RLPInstanceSettings)

You must create the following admin setting to generate the quote in the Conga Platform. For more information, see Configuring Admin Settings.

To Create Admin Settings

  1. Log in to Salesforce.
  2. Click and click Admin. All the standard Admin Settings are displayed on the Admin home page. You can add or create new Admin settings based on your organisation's requirements.
  3. To create a new Admin Setting, click New.

  4. Enter Name, Value, and Code for the Admin Setting as mentioned below. 

    NameAPTS_RLPInstanceSettings
    Value

    Leave the field blank. 

    Code

    Populate the following fields with values provided to you after onboarding to the Conga Platform. These details must be in JSON format as shown below.


    {
"SPAClientId": "rls-stg-spa",
"ClientId": "rls-stg-cc", 
"ClientSecret": "9iS$iswUc****",
"OrganizationId": "c2c8c7f2-e4a5-4620-XXXX-XXXXXXXXXXXX",
"OrganizationFId": "rlsstg13-c2c8c7f2-e4a5-4620-XXXX-XXXXXXXXXXXX",
"UserId": "239286a5-6975-4277-XXXX-XXXXXXXXXXXX",
"InstanceURL": "https://rls-stg.congacloud.io",
"UIInstanceURL": "https://<instance URL>/ecpqui",
"TokenURL": "https://login-rlsstg.congacloud.io/api/v1/auth/connect/token",
"UpsertQuotesEndpointURL": "https://<instance URL>/api/quote/v1/quotes/upsert-quote",
"AuthEndpoint":"https://login-rlsstg.congacloud.io/api/v1/auth",
"LoginURL":"https://login-rlsstg.congacloud.io",
"XAEndpoint":"https://xauthor-stg.congacloud.io",
"SignEndpoint":"https://coreapps-rlsstg.congacloud.io",
"ComposerEndpoint":"https://coreapps-rlsstg.congacloud.io"
}
    CODE

    Note: The values in the code above are based on the connected RLP environment.

    Value Description
    SPAClientIdA Single-page application ID
    ClientIdThe Consumer Key is generated after creating the Connected App. For more information on creating a connected app and getting the client ID, see Create a Connected App.
    ClientSecretThe Consumer Secret is generated after creating the Connected App. For more information on creating a connected app and getting the client secret, see Create a Connected App.
    OrganizationIdYour Salesforce org ID.
    OrganizationFIdYour Salesforce org-friendly ID.
    UserIdThe user ID is generated when you onboarded to the Conga Platform.
    InstanceURLYour org instance URL. You may use either a sandbox or production instance URL
    UIInstanceURLYour org UI instance URL. You may use either a sandbox or production instance URL
    TokenURL

    Enter the token URL. You may use either a sandbox or production instance URL to access the OAuth2 token service.

    UpsertQuotesEndpointURLThe quotes upsert URL 
    AuthEndpointYour Salesforce org Authentication endpoint URL.
    LoginURLYour Salesforce org login URL.
  5. Click Save. Your new admin setting is saved and added.

Creating Auth. Provider

In order to access the external data source (in this case, SFDC to Conga Platform), you must create an authentication provider as mentioned in the following section.

To create a new Auth. Provider

  1. Log in to Salesforce.
  2. Go to Setup > Administration Setup > Security Controllers > Auth. Providers.
  3. To create a new auth. provider, Click New.

  4. Enter the details as mentioned below. The configuration values are provided by the DevOps team at Conga during onboarding. 

    • Provider Type: Open ID Connect
    • Name: APTS_RLPInstanceSettings - you must use the same name used in the admin setting.
    • URL Suffix: APTS_RLPInstanceSettings
    • Consumer Key : <ClientId> 
    • Consumer Secret: <ClientSecret>
    • Authorize Endpoint URL: <>

    • Token Endpoint URL: <>

      The configuration values are unique for each customer. 


  5. Click Save.

Configuring Remote Site Settings

  1. Go to Setup > Administration Setup > Security Controls > Remote Site Settings.
  2. Click New Remote Site.

  3. Create Remote Sites with the following details.

    Remote Site NameRLPAuth

    RLPInstance

    RLPUIInstance

    Remote Site URLhttps://login.congacloud.io/https://login.congacloud.io/

    https://<RLP UI Instance>.congacloud.io/

    for example, https://rlp-xyz-ui.congacloud.io/

    Enable ActiveYesYesYes

  4. Click Save.

    • The remote site URL is specific to the associated RLP environment.
    • The remote site URL is based on the type of Salesforce Org (Sandbox/Production) used.
    • Contact Conga Technical Support for the Remote Site URL. 
    • Do not enter the '/' symbol at the end of the Remote Site URL. 

Creating Custom Button for Conga Platform Flow

  1. Go to Setup > Create > Objects and search for Quote/Proposal object.
  2. In the Custom Fields & Relationships related list, click New.
  3. From Step 1. Choose the field type, choose Formula as Data Type and click Next.
  4. From Step 2. Choose the output type, Type Configure (Flow) in the Field Label. Choose Text as Formula Return Type.

  5. In Step 3. Enter formula, paste the following formula under the Simple Formula tab.

    IF ( LEN( Apttus_QPConfig__PriceListId__c ) > 0 , HYPERLINK("/apex/Apttus_Config2__RLPCart?boid="&Id& "&flow=system", IMAGE("/resource/Apttus_QPConfig__Button_Configure", "Configure Products"),"_self"), NULL)
    CODE

    Ensure that you enter the name of your Flow setting in the flow parameter in the above formula. In our example, it is system.

  6. Click Next.

  7. Select appropriate Field Level Security and click Next.
  8. Choose the page layouts on which you want to display this field. Click Save.