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Approvals for Salesforce

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 SearchTurboEnginesX-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 ManagerRelease NotesGeneral
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 SearchTurboEnginesX-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 ManagerRelease NotesGeneral

Conga Product Documentation

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Approvals for Salesforce

Appendices

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FAQs

How do I determine version numbers?

Log in to salesforce.com with the affected login credentials.
  1. Go to Your Name > Setup > App Setup > Installed Packages.
  2. In the Installed Packages section, all the installed packages are displayed. You can find the version numbers in the Version Number column.

How do I find the merge server endpoint?

  1. Go to Setup > App Setup > Develop > Custom Settings.
  2. Click Manage for Comply System Properties.
  3. Click System Properties to display the Merge Webservice Endpoint setting. The https://mergeserver.apttus.net:9876/ portion of the setting will be helpful to Customer Support.

How do I determine the salesforce.com organization ID?

  1. Go to Your Name > Setup > Administration Setup > Company Profile > Company Information .
  2. From the Organization Detail pane, provide the Salesforce.com organization ID.

How do I grant login access?

  1. Go to Your Name > Setup > Personal Setup > My Personal Information > Grant Login Access.
  2. From the Apttus Support picklist, select an option for access duration.
  3. Click Save.
User Guide
Salesforce
Conga
Approvals

February 11, 2025

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