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

  1. Log in to the Conga Platform as an admin user. A Conga Platform welcome page is displayed.
  2. Click the Admin Console tile. A platform administration page is displayed.
  3. Click DataSync.
  4. Click the More () icon on the Data Sync UI, and then click Settings. The Settings page is displayed. By default, the Salesforce Settings tab is selected.

  5. In the Salesforce Settings tab, enter the values in the following fields:

    FieldDescription
    UsernameEnter your Salesforce account username.
    PasswordEnter 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.

    Secret

    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, see Troubleshooting.

    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, see Create 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".

    For example, use https://<domainname>.develop.my.salesforce.com/ URL instead of  https://<domainname>.lightning.force.com/ URL.

    Salesforce API VersionIt is advisable to mention the latest API version. For more details on getting the API version information, see Find Salesforce Edition and API version.

  6. Click Save.

  7. Click the Platform Settings tab.

  8. Enter the values in the following fields:

    FieldDescription

    Client ID

    Client Secret

    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.

    Token URL

    Enter the Conga Platform token URL.

    For example:

    Preview environment: https://login-rlspreview.congacloud.com/api/v1/auth/connect/token

    Staging environment: https://login-rlsstg.congacloud.io/api/v1/auth/connect/token

    Production environment: https://login-rls.congacloud.com/api/v1/auth/connect/token

  9. Click Save.
  10. Click the Custom Settings tab. A list of Flows and Settings are displayed.
  11. Click all CPQ-related flows and settings.


Next Step: Running DataSync