Manage Contracts from Salesforce Opportunities
View, create, and edit contracts directly from an Opportunity record in Salesforce Lightning using the embedded Advantage Platform interface.
The Conga Contracts integration embeds the Advantage Platform interface within Salesforce Lightning Opportunity records. This allows sales users to manage deal-specific contracts without leaving Salesforce.
- Account
- Opportunity (including Name, Amount, Close Date, Stage, and Owner)
How Automatic Synchronization Works
When you navigate to the Conga Contracts related list or tab on an opportunity record in Salesforce Lightning, the integration layer automatically orchestrates a synchronization flow between Salesforce and Advantage Platform:
Account Lookup & Synchronization — The system queries Advantage Platform using Account.ExternalID = {Salesforce Account ID from Opportunity}. If the Account does not exist in Advantage Platform, it is automatically created using the Salesforce Account data.
Opportunity Lookup & Synchronization — The system queries Advantage Platform using
Opportunity.ExternalID = {Salesforce Opportunity ID}. If the Opportunity does not exist, it is created in Advantage Platform with:- Opportunity.ExternalID = Salesforce Opportunity ID
- Opportunity Name, Amount, Close Date, Stage, Owner (mapped from Salesforce)
- Linked to the Advantage Platform account record
Once synchronization is complete, the Advantage Platform contracts UI is displayed within the Salesforce page (via iframe), showing all contracts for this Opportunity along with native contract management features.
Duplicate Prevention:A composite unique key of Opportunity.ExternalID field ensures no duplicate records are created during synchronization.
Post-Synchronization Behavior:
- The embedded Advantage Platform interface shows all native contract management features including Create New Contract and Edit capabilities.
- Contract creation forms are pre-populated with Account and Opportunity information.
- Opportunity Products and Line Items are available for populating contract line items.
- All contract CRUD operations (view, create, edit) happen through Advantage Platform's native interface; no manual synchronization action is required.
Key Capabilities
- View all contracts associated with an Opportunity.
- Distinguish between active and historical contracts using the Advantage Platform's native visualization.
- Create new contracts pre-populated with Account and Opportunity data.
- Access Opportunity Products and Line Items during contract creation.
- Edit existing contracts using the Advantage Platform's native editing interface.