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CLM for Advantage Platform

CLM for Administrators

Data Synchronization between Salesforce and Advantage Platform for CLM

You can follow the configurations mentioned in this topic to automatically sync data from Salesforce to Advantage Platform for CLM to maintain data consistency across platforms.

Note:

This section covers configurations related to syncing data from Salesforce to the Conga Platform for Contract Lifecycle Management (CLM). For detailed information on the data sync process between Salesforce and Advantage Platform, see Managing Data Sync.

Perform the following tasks mentioned in the subsequent topics to sync data from Salesforce to Conga Platform for CLM:

Configuring Salesforce Authentication Provider

  1. Go to Setup > Identity > Auth. Providers.
  2. Click New and set Provider Type as Open ID Connect.
  3. Enter the Name as APTS_RLPInstanceSettings.
  4. Enter the consumer key, consumer secret, and Authorize Endpoint and Token Endpoint URLs. For information on how to fetch the consumer key, consumer secret, and Token Endpoint URL, see Platform Settings. Leave the remaining fields as they are.
    Note:

    Enter the region-specific Authorize Endpoint URL. For example:

    Preview Environment:

    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:

    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

  5. Click Save.

Configuring the Admin Entry

  1. Click the App Launcher icon (), enter Admin, and select Admin.
  2. Click New.
  3. Enter the following details:

    Field

    Value

    Name

    APTS_RLPInstanceSettings

    Code

    Sample value:

    {
"fwd_sync_url":"https://xxx.congacloud.io",
"organization-id":"5ba45b1e-2264-4063-be5f-xxxxxxxxxxx",
"organization-fid":"datatenant-clmst1-5ba86b1e-2268-4062-be9f-xxxxxxxxx",
"user-id":"9743f384-c18c-4455-bfaa-xxxxxxxxxx"
                                            }
    Note:

    Enter the region-specific fwd_sync_url.

    For example,

    NA: https://rls-preview.congacloud.io

    EU: https://xxx.congacloud.eu/

    AU: https://rls-preview.congacloud.au

    For more information, see Admin Entries.

Configuring Remote Site Settings

  1. Go to Setup > Security > Remote Site Settings.
  2. Click New Remote Site.
  3. Enter the following details:
    1. Remote Site Name: Enter a remote site name.
    2. Remote Site URL: Enter the remote site URL.
      Note: You must enter the URL that you provided in the Authorize Endpoint URL field.
    3. Disable Protocol Security: Leave the check box unselected.
    4. Description: Enter a description.
    5. Active: Select the check box.
  4. Click Save & New.
  5. Enter the following details:
    1. Remote Site Name: Enter a remote site name.
    2. Remote Site URL: Enter the remote site URL.
      Note: You must enter the URL that you provided for fwd_sync_url in the APTS_RLPInstanceSettings admin entry.
    3. Disable Protocol Security: Leave the check box unselected.
    4. Description: Enter a description.
    5. Active: Select the check box.
  6. Click Save.

Configuring Triggers

  1. Go to Setup > Object Manager.
  2. Select the Agreement object.
  3. Click Triggers > New.
  4. In the Apex Trigger window, select the Is Active check box.
  5. Enter the following code.
    trigger AgreementDualWriteTrigger on Apttus__APTS_Agreement__c (after insert, after update, after delete) { Conga_4SF.CongaDualWriteUtils.initiateDualWrite(); }
  6. Go to Setup > Object Manager.
  7. Select the Attachment object.
  8. Click Triggers > New.
  9. In the Apex Trigger window, select the Is Active check box.
  10. Enter the following code.
    trigger AttachmentDualWriteTrigger on Attachment(after insert, after update, after delete) { Conga_4SF.CongaDualWriteUtils.initiateDualWrite(); }
  11. Go to Setup > Object Manager.
  12. Select the ContentDocumentLink object.
  13. Click Triggers > New.
  14. In the Apex Trigger window, select the Is Active check box.
  15. Enter the following code.
    trigger ContentDocumentLinkDualWriteTrigger on ContentDocumentLink(after insert, after update, after delete) { Conga_4SF.CongaDualWriteUtils.initiateDualWrite(); }

You can configure additional objects to sync data. For more information see Admin Entries to Sync Data between Salesforce and Conga Platform for CLM.

Administrator Guide
CLM

September 8, 2025