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CLM for Advantage Platform

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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

Conga Product Documentation

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CLM for Advantage Platform

Changes in Salesforce

Updating an Existing Connected App

After a Salesforce org refresh, the existing Connected App configuration may no longer align with the refreshed environment, particularly due to changes in the Salesforce instance URL and authentication requirements.

Updating the Connected App ensures that the correct OAuth settings, callback URL, and access scopes are configured to support secure communication between Salesforce and the Conga Advantage Platform. It also enables the Client Credentials flow, which is required for Data Sync operations using the configured Integration User.

  1. Log in to Salesforce as an administrator.
  2. From Setup, enter Apps in the Quick Find box, and then select App Manager.
  3. Locate the connected app that you want to update, click More () icon, and then select Edit.
  4. Ensure the Enable OAuth Settings checkbox is selected. Update the Callback URL and ensure it refers to the current Salesforce instance.
  5. In Selected OAuth Scopes, ensure that Full access (full) and Manage user data via APIs (api) options are added.
    Note: If the required OAuth scopes are not configured, DataSync fails with an error.
  6. Verify that the following security checkboxes are enabled:
    • Proof Key for Code Exchange (PKCE)
    • Extension for Supported Authorization Flows
    • Require Secret for Web Server Flow
    • Require Secret for Refresh Token Flow
    • Introspect All Tokens
  7. Select Enable Client Credentials Flow.
  8. Click Save > Manage.
  9. Click Edit Policies.
  10. In the Client Credentials Flow section, for Run As, select the existing Salesforce user configured in the Conga Advantage Platform > Data Sync > Settings > Salesforce Settings.
  11. Copy and save the Consumer Key and Consumer Secret. These values are required to configure Data Sync settings in the Conga Advantage Platform.
  12. Click Save.

After completing these steps:

  • The Connected App is updated with the correct callback URL for the refreshed Salesforce instance.
  • Required OAuth scopes are configured, ensuring proper API access for data synchronization.
  • Client Credentials flow is enabled and correctly associated with the Integration User.
  • Consumer Key and Consumer Secret are captured for use in Conga Advantage Platform Data Sync settings.
  • Secure authentication and API communication between Salesforce and Conga Advantage Platform are successfully restored.
  • Data Sync operations can execute without authentication or authorization errors.

May 5, 2026