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Discovery AI for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

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Discovery AI for Salesforce

Setting Up Discovery AI

Application Setup

Access Discovery AI from Conga Contracts, Contracts for Salesforce, or Conga CLM. These products have different requirements to establish access for administrators and users. X-Author for Contracts integrates through Contracts or CLM.

Prerequisites

  • You are the administrator of Conga Contracts, Contracts for Salesforce, or Conga CLM for your organization.
  • Your licenses for Discovery AI and at least one of the above products are active.

  • Conga has provided you with the endpoint address, the API URL, the API token, and your tenant name. If you don't have this information, ask Conga for help.

  • If you are using a Salesforce back end with the Advantage Platform and you want to maintain a Salesforce launch experience, you need the base URL for your Advantage Platform credentials. If you don't have this information, ask Conga for help.

Setting Up the Publisher API

  • You have set up the app.
  • You have the required API URL and token (this is a second API, specifically to communicate with the AI publisher).
  • You know the AI name and your tenant name.

Conga endpoints, API URLs, and tenant information are emailed to new customers. If you lack any of the above prerequisites, ask Conga for help.

The Discovery AI administrator must establish a link to the publisher that hosts the document extraction engine's API. This includes setting the API, its endpoint path, ID and security token. The publisher API refers to the publisher of the provision models. In current practice, this is Discovery AI, which provides fundamental and standard provisions, as well as access to premium provisions.

  1. Click the App Configuration tab in the left navigation bar to open the App Configuration window.
  2. Click the PUBLISHER API SETTINGS tab.
  3. Click Configure to raise Connection API Settings.
  4. Name or accept the name of the connection and enter the IDE Service URL, API URL, tenant, and tokens as required by the AI publisher's API.
  5. Click SAVE.
  6. If the configuration is valid, the application sets up and tests the API, then syncs the Provision Library and displays a success banner.

After you have set up the publisher API, you can define the extractions.

Administrator Guide
Contract Intelligence
Discovery AI

April 1, 2026