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Discovery AI for Advantage Platform

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Discovery AI for Advantage Platform

Discovery AI for Advantage Platform Implementer's Guide

Data Sync Setup

Data Sync refers to the automated transfer of data between Salesforce and Conga Advantage Platform.
Figure 1. Types of Data Sync

Forward Sync (Salesforce to Advantage Platform)

  • Conga has sent the customer an email with Conga licensee credentials.
  • The customer has given Conga administrative access to their Salesforce org.
  1. Open https://rls.congacloud.com/.
  2. Click the Conga login button and enter the credentials provided in the email.
    You are logged into the Conga Advantage Platform.
  3. Click the App Launcher () , then Admin Console > Users > Add
  4. Required fields are indicated with red asterisks.
    • Federation ID: This field is for mapping users to federated authentication systems, like SAML 2.0 authentications. If you do not see the Federation ID field, request support from Conga.
    • Username: Enter your Conga email address with underscores in place of special characters, plus _<companyname>_preview.
    • Role: Enter and select Admin​​.

Setting Up Advantage Platform

Configure the Org
  1. From the Conga Start window, click Admin Console > Organization.
  2. Click the Edit icon ().
  3. Set the Organization Display Name field to company_name-preview or company_name-production.
  4. Switch the Disable New User Email Notification toggle to Yes.
  5. Configure platform settings and tools as described below

    Module

    Description

    Application Manager

    		 Allows you to create, manage, and customize applications. You can rearrange apps as icons in the global navigation and control their accessibility based on permission groups. For more information, see Application Manager.

    Notification Manager

    		Allows to set alerts to notify contract managers and stakeholders when contracts are nearing their termination or expiration dates. This allows them to promptly take appropriate actions, such as initiating contract renewals or renegotiations. For more information, see Managing Notifications.

    Organization

    		 Allows administrators to create and manage organization-level details and external integration. For more information, see Managing Organization.

    Rule Settings

    		 Allows to set up template filter rules in the template selection page to narrow the list of templates displayed to the user for generating documents and supporting document tasks. Administrators can set up the template filter rule and allow contract fields and related child object fields to be used in selecting the templates. For more information, see Template Filter Rules.

    Schema Manager

    		Allows administrators to create and manage the schema of any object such as Agreement, Obligation, ContractRequest. For more information, see Application Schema Management.

    Users

    		 Allows administrators to create and manage users and their access permissions. For more information, see Managing Roles and Permission Groups.

    Workflow

    		Enables the automation of standard business procedures and processes without requiring coding. Acting as an orchestrator, it integrates various tasks related to transactional data for objects like contracts. This can streamline manual tasks, synchronize data across systems, and boost productivity.

    Activities enable you to create workflow definitions. These activities can be executed either manually or automatically. Examples include Approvals, Document Generation, and so on. For more information, see Managing Workflows.

Add an External Integration
  1. Click the External Integrations tab and Add New.
  2. Select Salesforce as the identity provider.
  3. Enter the required information in the New External Integration pop-up. Enter Production or Sandbox in the Type field and enable the Default IDP toggle.
  4. Click Authorize.
    The Salesforce IdP login appears.
  5. Enter your Salesforce org credentials and click Log In.
    The external IdP is created.
    Note:

    New users will now be SSO-enabled with SFDC. To enable login using Conga SSO, return to the External Integrations tab and edit the IDP entries to change the default IDP back to CongaIdp.

Add an API-to-API connection
  1. Click the Conga API Connections tab.
  2. Click the Add API-to-API Connection button.
    The API To API Connection window appears.
  3. Select the external identifier and enter the client name in the appropriate fields. You may enter a description.
  4. Click Save and Generate Secret.
  5. Copy and store the Client ID and Client Secret in a safe place. If you lose these or they are compromised, you will have to regenerate them and update all applications that rely on them, including the authentication provider on Salesforce and the Platform's data sync setup..
    CAUTION:

    You will not be able to return to these values. Once you leave this window, they are gone.

    Note:

    The warning message stating that The client secret cannot be retrieved and must be reset... is not an indication that the client secret you just generated must be reset.

  6. Click Save.

Setting Up Salesforce

You have logged in to Salesforce.
Create a Connected App
  1. Go to Set Up > Apps > External Client Apps > Settings > Connected Apps and enable the "Allow creation of connected apps" toggle.
  2. Click the New Connected App button.
  3. Basic Information:
    1. Enter the company name in the Connected App Name field.
    2. Select "Auto populated" in the Platform API Name field.
    3. Enter the administrator's email address in the Contact Email field.
  4. Enable OAuth Settings:
    1. Check (enable) the Enable OAuth Settings, Enable for Device Flow, and Enable Authorization Code and Credentials Flow check boxes.
    2. The Callback URL field auto-populates with https://test.salesforce.com/services/oauth2/success in the Sandbox field and https://login.salesforce.com/services/oauth2/success in the Production field.
    3. Set the Selected OAuth Scopes to Full access (full).
  5. Click Save, then Continue.
  6. Click the Manage Consumer Details button (to show the consumer key and consumer secret). Copy the consumer key and secret and store them safely.
    Note:

    The consumer key and consumer secret will be required during Conga Platform data sync setup.

Enable OAuth Flows
  1. Go to Setup > Identity > OAuth and OpenID Connect Settings.
  2. Enable OAuth Username-Password Flows.
Create Remote Site Settings
  1. Go to Setup > Security > Remote Site Settings.
  2. Click the New Remote Site button.
    1. Enter CongaRLS_CLM in the Remote Site Name field.
    2. In the Remote Site URL field, enter https://login-rlspreview.congacloud.com in the Sandbox field and https://login-rls.congacloud.com in the Production field
    3. Click Save & New.
    4. Set Remote Site Name to RLSCloud.
    5. In the Remote Site URL field, enter https://login-rlspreview.congacloud.com in the Sandbox field and https://login-rls.congacloud.com in the Production field.
    6. Click Save.
Add Trusted URLs
  1. Go to Setup > Security > Trusted URLs.
  2. Click New Trusted URL.
  3. Enter: Company Name_CCI in the API name field, https://preview-rls09.congacloud.com in the Sandbox field, and https://prod-rls10.congacloud.com in the Production field.
Add CORS URLs
  1. Go to Setup > CORS > Add New > Add Platform URL.
  2. Enter https://preview-rls09.congacloud.com in the Sandbox field, and https://prod-rls10.congacloud.com in the Production field.
Add an Authentication Provider
  1. Go to Setup > Identity > Auth. Providers.
  2. Click New.
  3. In Auth. Provider Edit:
    1. Set URL Suffix to Auto Populated.
    2. Choose Open ID Connect for the Provider Type.
    3. Enter APTS_RLPInstanceSettings in the Name field.
      Note:

      The Auth. Provider and Admin Entry names must be the same.

    4. Select Auto populated in the URL Suffix field.
    5. Enter the client ID and secret you generated in Add an API-to-API Connection in the Consumer Key and Consumer Secret fields.
    6. In Authorize Endpoint URL, enter https://login-rlspreview.congacloud.com/api/v1/auth/connect/token in the Sandbox field and https://login-rls.congacloud.com/api/v1/auth in the Production field.
    7. In Token Endpoint URL, enter https://login-rlspreview.congacloud.com/api/v1/auth/connect/token in the Sandbox field and https://login-rls.congacloud.com/api/v1/auth/connect/token in the Production field.
  4. Click Save.
Create Admin Entries

From the Lightning Experience:

  1. Go to to App Launcher > Admin.
  2. Click New.
  3. Create an admin entry named APTS_RLPInstanceSettings
    Note:

    This name must match the Auth. Provider name created in Add an Authentication Provider above.

    Value: N/A

    Enter this code:
    { 
  "fwd_sync_url" :"https://preview-rls09.congacloud.com or https://prod-rls10.congacloud.com",
  "organization-id":" ",
  "organization-fid":" ", 
  "user-id":"<< from Platform > Admin Console > Users > Your User> id >>" 
}
    where:

    • organization-id is from Platform > Admin Console > Organization > Organization Id

    • organization-fid is built of Platform > Admin Console > Organization > Organization Display Name, a hyphen, and organization-id, and

    • user-id is from Platform > Admin Console > Users > Your User > id

  4. Create an admin entry named APTS_Additional_DualWriteObjects. In the Code field add a comma-separated list of objects to sync to Advantage Platform.

    Value: N/A

    Code: Account, Opportunity, Apttus__Template__c

For more on Salesforce admin entries, see Salesforce Admin Entries to Synchronize Advantage Platform Data.

Setting Up Data Sync on the Advantage Platform

Add Salesforce Settings
  1. From the App Launcher, go to Admin Console > Data Sync, click the More () icon at top right, then select Settings from the drop-down menu.
  2. Enter all required information, noting that:
Add Advantage Platform Settings
  1. Click the Platform Settings tab.
  2. Enter the required information:
    • For the Client Id and Client Secret fields, enter the ID and secret you generated in Setting Up Advantage Platform.

    • For a preview environment, enter the geographically closest of the following in the Token Url field:

      • North America: https://login-rlspreview.congacloud.com/api/v1/auth/connect/token
      • Europe: https://login-preview.congacloud.eu/api/v1/auth/connect/token
      • Australia/Indo-Pacific: https://login-preview.congacloud.au/api/v1/auth/connect/token
    • For a production environment, enter the geographically closest of the following in the Token Url field:
      • North America: https://login-rls.congacloud.com/api/v1/auth/connect/token
      • Europe: https://login.congacloud.eu/api/v1/auth/connect/token
      • Australia/Indo-Pacific: https://login.congacloud.au/api/v1/auth/connect/token
  3. Connect the source and target systems to synchronize the data.
Create Triggers in Salesforce

Enabling forward sync for SFDC object records creates updates to be pushed to the Advantage Platform in real time, requiring triggers to be added to the objects from Salesforce. From the Lightning Experience:

  1. Go to Setup, click the Object Manager tab, and select the Agreement object (Apttus__APTS_Agreement__c).
  2. Click Triggers > New.
  3. In the Apex Trigger window, select the is active check box.
  4. Enter this code.
    trigger AgreementDualWriteTrigger on Apttus__APTS_Agreement__c (after insert, after update, after delete) { Conga_4SF.CongaDualWriteUtils.initiateDualWrite(); }
Implementer Guide
Conga
Discovery AI

May 6, 2026