AI Configurator
The AI Configurator helps users optimize their Salesforce environment using artificial intelligence. It simplifies setting up and configuring AI features like Conga Copilot, Redline AI, and Discovery AI, ensuring seamless integration with the Advantage Platform. The AI Configurator uses APIs to automatically configure the Salesforce org and the Advantage Platform.
- A tenant is onboarded.
- Conga CLM version number 16.783 or later is installed.Note: Customers can register their orgs for CLM package push upgrades or upgrade manually. For more on upgrading Conga CLM to the latest version, see Upgrading Conga CLM.
Order | Task | Owner |
---|---|---|
1 | Tenant Onboarding | When you purchase your Conga product, tenant is onboarded automatically. If you do not have access to the Advantage Platform, please reach out to your Conga representative. Note: Onboard the environment directly if the customer already has an existing tenant. For more information on logging in to Conga Advantage Platform, refer to Synchronizing(Optional) Synchronizing Discovery AI Data between Salesforce and Advantage Platform. |
2 | Launching AI Configurator | Administrator |
3 | (Optional) Synchronizing(Optional) Synchronizing Discovery AI Data between Salesforce and Advantage Platform | The administrator ca manually configure the Advantage Platform to synchronize Discovery AI data seamlessly with Salesforce. |
Order | Task | Owner |
---|---|---|
1 | Synchronizing(Optional) Synchronizing Discovery AI Data between Salesforce and Advantage Platform | The administrator and the Conga Cloud Ops team.
Note: Onboard the environment directly if the customer already has an existing tenant. |
2 | Launching AI Configurator | Administrator |
3 | (Optional) Synchronizing(Optional) Synchronizing Discovery AI Data between Salesforce and Advantage Platform | The administrator can manually configure data synchronizing from Discovery AI back to Salesforce from Advantage Platform for customers. |
Launching AI Configurator
Launch the AI Configurator to enable and configure AI features in a Salesforce org on the Advantage Platform.
- Conga CLM version number 16.783 or later is installed.
- The tenant is onboarded.
- Profile Permission for AI Configurator is set to Default On in User Profiles.
To launch the AI ConfiguratorTo launch the AI Configurator
(Optional) You can manually configure the Advantage Platform to synchronize Discovery AI data back to Salesforce.
Synchronizing(Optional) Synchronizing Discovery AI Data between Salesforce and Advantage Platform
This task explains how to manually configure the Advantage Platform for synchronizing Discovery AI data with Salesforce, ensuring seamless integration between the two platforms.
- Log in to the Salesforce org.
- Go to .
- Toggle Allow OAuth Username-Password Flows on.
- Configure the Connected App feature in your Salesforce org to generate a client ID (consumer key) and a client secret (consumer secret). For more information, refer to For more information, refer toSynchronizing(Optional) Synchronizing Discovery AI Data between Salesforce and Advantage Platformdocumentation..
- Reset your Salesforce admin user security token.
- Log in to Conga Advantage Platform.
- Click the App Launcher (
) from the top-left corner > .
- Click the More icon (
) on the Data Sync UI, and then click Settings. The Settings page appears.
- Configure Salesforce and Platform settings. For more information, refer to the "Salesforce Settings" and "Platform Settings" sections in
- Log in to Conga Advantage Platform.
- Click the App Launcher (
) from the top-left corner > .
- Click the More icon (
) on the Data Sync UI, and then click Settings. The Settings page appears.
- Configure Salesforce and Platform settings. For more information, refer to the "Salesforce Settings" and "Platform Settings" sections in Synchronizing(Optional) Synchronizing Discovery AI Data between Salesforce and Advantage Platform.