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Conga Product Documentation

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CLM for Salesforce

Configuring Conga Platform

Adding a New External Integration

This allows administrators to view and manage users authorized through external organizations. You can add one or more external integrations; however, you can make only one as a default IDP.
  1. Log in to the Conga Platform as an admin user.
  2. Click the App Launcher () icon from the top-left corner and go to Admin Console > Organization > External Integrations.
  3. Click Add New, raising the Add New External Integration screen.
  4. Choose Salesforce or Salesforce Sandbox from the Identity Provider drop-down list and click Authorize to open the selected IDP's login screen.
  5. Log in with your onboarded Salesforce org credentials.

    If you get any access-related prompts during this process, allow full access.

    When you log in, the selected identity provider's external identifier auto-populates the External ID field.

  6. Enter the type of this integration in the Type field.

    It is a free-form text field. You can add types such as Dev, QA, UAT, Prod, and so on.

  7. Enter the description in the Description field.
  8. Enable the Default IDP toggle to make it a default external integration IdP.
    Note:

    When the admin user creates new users, they are created with the default IdP. For example, if you have set Salesforce as the default IdP, all new users will be created with Salesforce IdP.

  9. Click Save.
An external integration is added.

For more information, see Managing External Integration.

Administrator Guide

February 5, 2026