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Advantage Platform Administration

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Advantage Platform Administration

Data Sync

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Data Sync Configuration

After your organization and admin user have been onboarded, you must synchronize data from the source system to the Conga Advantage Platform. Before synchronizing data, you must connect the source and target systems. This section provides guidance on how to configure this connection.

Note:

Data sync supports only Salesforce as the source system.

You may come across source object fields that use formula expressions, such as SalesPrice * Quantity, for example, to calculate the net price of a line item. These source formula expressions might be written differently or in a format incompatible with the formula expressions supported by the Conga Advantage Platform. To ensure smooth synchronization, you must convert these source formula expressions into a format compatible with the Conga Advantage Platform. For more information on transforming formula expressions, see Creating a Target Formula Field.

Enabling the OAuth Flow

Enable the OAuth Username-Password Flows configuration in your Salesforce org.

  1. Log in to the Salesforce org as an administrator.
  2. Go to Setup > Identity > OAuth and OpenID Connect Settings.
  3. Slide the Allow OAuth Username-Password Flows toggle to On.

Configuring the Data Sync Infrastructure

You have enabled the OAuth Username-Password Flows configuration in your Salesforce org, as described in Enabling the OAuth Flow.

  1. Log in to the Conga Advantage Platform as an admin user.
  2. Click the Admin Console tile, then click Data Sync.
  3. Click the More () icon at top right, and then select Settings from the drop-down menu.
    The Settings page is displayed.
  4. Configure the Salesforce Settings, Platform Settings, Email Notification Settings, and Custom Settings, accessing each tab in turn.
    1. Configuring the Salesforce Settings
    2. Configuring the Platform Settings
    3. Configuring Email Notification Settings
    4. Custom Settings

Configuring the Salesforce Settings

  • You have followed Configuring the Data Sync Infrastructure to step 4.

  • The View Setup and Configuration system permission, shown here, is set to true when you use the Integration User for the data sync setting.

Salesforce settings are required to enable data sync. Ensure that the information you enter in Salesforce Settings belongs to the Salesforce org ID (External ID) that has been authorized for the external integration. For more details, see Managing External Integration .

  1. Click the Salesforce Settings tab.
  2. Enter values in the fields as described here:
    Field Description
    Username Enter your Salesforce account user name.
    Password Enter your Salesforce account password.
    Token URL

    Enter the token URL. You may use either a sandbox or production instance URL to access the OAuth2 token service.

    Sandbox URL: https://test.salesforce.com/services/oauth2/token

    Production URL: https://login.salesforce.com/services/oauth2/token

    Secret Enter the security token in this field. To get the secret, reset the security token associated with the Salesforce account. A new security token is sent to the email address specified in the Salesforce personal settings.

    To reset the security token, see: Reset Your Security Token. If you cannot see the option to reset your security token, see Unable to see the Reset Security Token option.

    Client ID Client Secret Enter the consumer secret generated after creating the connected app.

    To create a connected app and get the client ID and secret, see Creating a Connected App.

    Domain URL Enter the domain URL for the Salesforce portal. We recommend the Salesforce Classic URL format ending with ".salesforce.com".
    Note: The system does not support URLs formatted for Lightning mode, which end with ".lightning.force.com". For example, use https://<domainname>.my.salesforce.com/ instead of https://<domainname>.develop.lightning.force.com/ .
    Salesforce API Version Enter the latest API version in v#.# (e.g., v61.0) format. For more on getting API version information, see Find Salesforce Edition and API version.

Configuring the Platform Settings

You have followed Configuring the Data Sync Infrastructure to step 4.a.

  1. Open the Platform Settings tab.
  2. Enter values in the fields as described here:

    Field

    Description

    • Client ID

    • Client secret

    Enter the client secret generated when you created the API-to-API connection.

    For more information on creating the API-to-API connection and getting the client ID and secret, see Conga API Connections.

    Token URL

    Enter the region-specific Conga Advantage Platform token URL.

    Preview environment example:

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

    EU: https://login-preview.congacloud.eu/api/v1/auth/connect/token

    AU: https://login-preview.congacloud.au/api/v1/auth/connect/token

    Production environment example:

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

    EU: https://login.congacloud.eu/api/v1/auth/connect/token

    AU: https://login.congacloud.au/api/v1/auth/connect/token

Configuring Email Notification Settings

You have followed Configuring the Data Sync Infrastructure to step 4.b.

You can set email notifications for these data sync events:

  • Sync Start
  • Sync Completion
  • Sync Failure
  1. Open the Email Notification Settings tab.
  2. Enter values in the fields as described here:

    Field

    Description

    To

    Enter the recipient's email address. You can add multiple comma-separated email addresses. You can also add recipients in the Cc and Bcc fields.

    From

    Enter the sender's email address.

    If you leave this blank, the system uses the default email address.

    Enable Sync Start Notification

    Enable this toggle to send a notification when a data sync begins.

    Sync Started Template

    Search and select the email template for the sync start notification. The default template is entered automatically.

    Enable Sync Failed Notification

    Enable this toggle to send a notification when a data sync fails.

    Sync Failed Template

    Search and select the email template for the Sync Failed notification. The default template is entered automatically.

    Enable Sync Completed Notification

    Enable this toggle to send a notification when data sync is complete.

    Sync Completed Template

    Search and select the email template for the Sync Completed notification. The default template is entered automatically.

    Note:

    If you do not select a specific email template, the system uses the default template to send notifications. You can create a new template or make changes to the default template. For more information, see Managing Email Templates.

Custom Settings

Go to the Custom Settings tab and select the desired option to sync CPQ product data. A confirmation window appears. Click Yes.

The application allows you to sync the following settings:

App-Specific Sync Options

Description

CPQ Flows

Flows are groups of pages assigned to each step in the CPQ process.

CPQ Displays

Holds information about fields displayed in the installed product view, cart view, etc.

CPQ Actions

Holds information about custom actions displayed in the installed product view, cart view, etc.

CPQ Custom Settings

This is the standard Salesforce Custom Settings page that lists all legacy custom settings you may need.

CPQ Cart Views

The public cart view created by the user.

Note:

The application restricts you from re-syncing Conga CPQ settings such as flows, displays, actions, custom settings, and cart views. This prevents overwriting existing configurations and ensures that settings aren't unintentionally modified.

Administrator Guide
Conga Advantage Platform Administration

August 29, 2025