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Conga Product Documentation

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CLM for Salesforce

Configuring Conga Platform

Configuring a UI-to-API Connection

Establish a UI-to-API connection between your Salesforce org and Conga Platform to ensure seamless communication and data exchange between them.
  1. Click the App Launcher () icon from the top-left corner and go to Admin Console > Organization.
  2. Go to the Conga API Connections tab and click Add UI-To-API Connection .
  3. Enter values in the following fields.

    Field

    Required Action

    External Identifier

    Select the Salesforce org ID for which you want to configure the connection. The external identifier list is populated based on the external integration that you added.

    Client Name

    Enter the client's name.

    Description

    Enter an appropriate description.

    Redirect URI

    Enter the UI callback endpoint, the site to which identification and access tokens are sent.

    Note: You can configure multiple Redirect URIs within a single UI-to-API connection by entering comma-separated values in the Redirect URI field.
    • For production instance: https://prod-rls10.congacloud.com/static/clm/congacopilot/?q=param
    • For preview instance: https://preview-rls09.congacloud.com/static/clm/congacopilot/?q=param
    • For staging instance: https://rls-stg.congacloud.io/static/clm/congacopilot/?q=param

    Cors Origins

    Enter the domain name in the callback endpoint. This is the origin server's base URL to enable cross-site requests.

    For example, https://business-agility-9613-dev-ed.scratch.my.salesforce.com

  4. Leave all the other fields blank.
  5. Click Save & Generate Client Secret to generate the Client ID.
  6. Click Copy next to the Client ID. Save it as SPAClientId for future use.

    The UI to API connection is configured and activated.

  7. Click Save.

You can deactivate or reactivate the API Connections by using the respective hyperlink under the Actions column and edit the configuration by clicking the External Identifier hyperlink on the list page.

Administrator Guide

February 5, 2026