This topic outlines all the necessary steps for tenant onboarding. Both the Conga CloudOps team and customer admin are involved in this process.

Prerequisites

You have provided the following information to your Conga support representative:

  • Your 18-digit Salesforce org ID.
  • The administrator's first name, last name, and email ID.
  • Your Salesforce org domain name. To view the domain details of your Salesforce org, go to Setup > enter my domain in the Quick Find box and click My Domain. 

To onboard a tenant

Generally, your Conga support representative will log a tenant onboarding request with the following details.

  • Salesforce org and admin details: 
    • The Salesforce org ID, the Admin User's first name, last name, and email ID.

On successful onboarding, the admin user receives a confirmation email containing Conga Org details, Conga IDP login credentials, and a one-time password.

To change the password

  1. Click the Login URL (Go to URL) in the welcome email. 
  2. Enter the username and password (Password for first-time login) in the welcome email. 
  3. Click Sign-in and follow the on-screen instructions to change the password.

After changing the password, you must configure the external integrations and Conga API connections (API to API connection and UI to API connection) in the Conga platform and generate the client ID and client secret, which you will later use to formulate the client ID and client secret when configuring an auth.provider and SPAClient ID when creating a new admin setting.

To configure the external integration 

The External Integration tab allows administrators to view and manage users authorized through external organizations. You can add one or more external integrations; however, you can make only one as a default IDP.

  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 Organization.
  4. Open the External Integrations tab and click Add New, raising the Add New External Integration screen. 
  5. Choose Identity Provider (Salesforce or Salesforce Sandbox) from the drop-down list and click Authorize, to open the selected IDP's login screen.
  6. Log in with your onboarded Salesforce org credentials.
    If you get any access-related prompts during this process, please allow full access.
    When you log in, the     selected identity provider's external identifier auto-populates the External ID field.
  7. Enter the type of this integration in the Type text field. It is a free-form text field. You can add types such as Dev, QA, UAT, Prod, etc.
  8. Add the description.
  9. Enable the Default IDP toggle to make it a Default External Integration IDP.
  10. Click Save.

To configure an API to API connection

You must establish an API-to-API connection between your Salesforce org and Conga Platform. This connection ensures seamless communication and data exchange between your Salesforce org and Conga Platform. 

  1. On the Organization page, click the Conga API Connections tab and Add API-to-API Connection.

  2. Enter values in the following fields:

    Field

    Description

    External IntegrationSelect the respective External Identifier for which you want to configure the connection. The external identifier list is populated based on the External Integrations you added on the External Integrations page.
    Client NameEnter the client's name.
    DescriptionEnter the appropriate description.
  3. Click Save & Generate Client Secret to generate the Client ID.
  4. Click Copy next to Client ID and Client Secret. Use these details when configuring a new auth. provider. 

To configure UI to API connection

  1. On the Organization page, click the Conga API Connections tab and Add UI-to-API Connection.

  2. Enter values in the following fields:

    FieldDescription
    External IdentifierSelect the respective External Integration for which you want to configure the connection. The external identifier list is populated based on the external integrations that you added on the External Integrations page.
    Client NameEnter the client name.
    DescriptionEnter the appropriate description.
    Redirect URI

    Enter the following RLP cart page URI.

    • https://<CustomerOrgDomainName>--conga-ccpq.vf.force.com/apex/RLPCart

    Ensure the <CustomerOrgDomainName> name is replaced with the actual org domain name. To view the domain details of your Salesforce org, go to Setup > enter my domain in the Quick Find box and click My Domain. 

    Cors Origins

    Enter your Salesforce org's base URL. 

    • https://<CustomerOrgDomainName>.my.salesforce.com

    Ensure the <CustomerOrgDomainName> name is replaced with the actual org domain name.

    Back Channel Logout URILeave the field blank.
    Front Channel Logout URILeave the field blank.
  3. Click Save & Generate Client Secret to generate the Client ID.
  4. Click Copy next to the Client ID. This is your SPA Client ID, and use it when Creating a New Admin Setting.

Next Step: Configuring the Salesforce Org