After you onboard your tenant, all the CPQ and CRM OOB objects in Salesforce are automatically mapped to the Conga Platform. Once the configurations on both Salesforce and Conga Platform are completed, sync the master data objects like Products, Categories, Pricelists, Accounts, Opportunities etc to the RLP object database using the Data Sync tool.

To run data sync manually

  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. The Mapped Objects for Data Sync page appears. 

    Conga recommends enabling one master object at a time and then performing a data sync. 

  4. Click Sync Now. The Sync Now window appears.

    FieldDescription

    Sync Type

    Select the synchronization method that suits your needs:

    If you are running data sync for the first time for the selected objects, select Full. 

    • Full: Resyncs all records, including previously synced ones.
    • Incremental: Syncs only new records or those not on the Conga Platform yet.
    Sync Attribute Data

    Enable this toggle to sync attribute data (which may include fields, metadata, or additional information) associated with the object.

    The system displays a validation alert if the entered Salesforce and Platform Settings information is invalid. 

  5. Click OK. The data sync process begins, and you are redirected to the Run History tab.

  6. Click Run History to view sync details and any associated errors.

Use Case: Running DataSync for the Product Object

  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. The Mapped Objects for Data Sync page appears. 

  4. On the Data Sync user interface, click the More () icon > click Disable All. A confirmation pop-up is displayed. Click Yes.
  5. Turn on the Is Enabled? option next to the Product object.

  6. Click Sync Now. The Sync Now window appears.

    FieldDescription

    Sync Type

    Select the synchronization method that suits your needs:

    If you are running data sync for the first time on the product object, select Full. Otherwise, select Incremental.

    • Full: Resyncs all records, including previously synced ones.
    • Incremental: Syncs only new records or those not on the Conga Platform yet.
    Sync Attribute Data

    Enable this toggle to sync attribute data (which may include fields, metadata, or additional information) associated with the object.

    The system displays a validation alert if the entered Salesforce and Platform Settings information is invalid. 

  7. Click OK. The data sync process begins and you are redirected to the Run History tab, where you can view sync details and any associated errors.
  8. You can verify the sync status by clicking on the pipeline ID in the run history tab. If the data sync fails for any reason, click the Errors button to download the error report.
  9. Follow the same procedure for other required master objects. 

A successful data sync for all master objects indicates your Salesforce organization is connected to the Conga Platform.

Next Step: Configuring Revenue Admin Settings