Data Sync Setup on Platform
Add Salesforce Settings
- Click the App Launcher icon (
) and go to Admin Console>Data Sync.>.
- Click Settings in the kebab menu.
- Username: <Salesforce Account Username>Note: Ensure that View Setup and Configuration system permissions are set to true when Integration User is used for the data sync setup
- Password: <Salesforce account password>
- Secret: <Salesforce User Security Token>. To reset the security token, see: Reset Your Security Token
- Token URLNote:
-
Sandbox: https://test.salesforce.com/services/oauth2/token
-
Production: https://login.salesforce.com/services/oauth2/token
-
- Client Id: <Enter the consumer key generated on Salesforce Set Up step 1>.
- Client Secret: <Enter the consumer secret generated on Salesforce Set Up step 1>
- Domain URL: https://<<Company URL>>.my.salesforce.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.
Add Platform Settings
- Navigate to App Launcher > Admin Console > Data Sync > Kebab Menu > Settings and configure the following Platform settings:
- Client ID: <Enter the client ID generated on Platform Set Up step 3 here>.
- Client Secret: <Enter the client secret generated on Platform Set Up step 3 here>
- Token URLNote:
-
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
-
- Update email notifications and custom settings as per requirements.
Object & Field Mapping for Data Sync
- For detailed instructions on objects and field mapping required for DAI sync, refer to Setting up Forward Data Sync and Setting Up Reverse Data Sync.
Set-up Real-time Data Sync
- Create Dual Write Admin Entry in Conga Platform
- Navigate to App Launcher > Admin.
- Click New and specify the following for the admin entry:
Name APTS_RLPInstanceSettings Value N/A Code Sample JSON { "fwd_sync_url": "https://xxx.congacloud.io", "organization-id": "your-org-id", "organization-fid": "your-org-fid", "user-id": "your-user-id" }Note: Specify the region-specific URL in fwd_sync_url. - Click Save.
Create Triggers in Salesforce
- Enable Forward sync for SFDC object record creates and updates to get pushed to the Platform in real time. These are the objects that were ETL sync'ed above. You must add triggers in SFDC for each object you want to sync.
- Navigate to Setup > Object Manager and select the object.
- Click Triggers.
- Click New.
- In the Apex Trigger tab, select the is active checkbox.
- Specify the following apex code for relevant object:
Object Apex Code Agreement trigger AgreementDualWriteTrigger on Apttus__APTS_Agreement__c (after insert, after update, after delete) { Conga_4SF.CongaDualWriteUtils.initiateDualWrite();}Attachment trigger AttachmentDualWriteTrigger on Attachment(after insert, after update, after delete) { Conga_4SF.CongaDualWriteUtils.initiateDualWrite();}ContentDocument trigger ContentDocumentLinkDualWriteTrigger on ContentDocumentLink(after insert, after update, after delete) { Conga_4SF.CongaDualWriteUtils.initiateDualWrite();} - Click Save and active the triggers.
Schedule or run Data Sync
- Navigate to Admin Console > Data Sync. Use the Schedule option to set up regular syncs, or Sync Now option for manual sync.