Configuring Your Salesforce Org
Conga CLM version number 15.770 or later is installed.
To know more about upgrading Conga CLM to the latest version, refer to Upgrading Conga CLM.
- Instance URL property in Comply System Properties is set to the classic URL of the Salesforce Org.
After you have configured the Conga Platform, log into your Salesforce org. to set up the following configurations.
- Create an admin setting APTS_RLPInstanceSettings and enter the Q&A Agent-specific details as shown in the following image.Note:
If the APTS_RLPInstanceSettings admin setting already exists, you must only modify SPAClientId, InstanceURL, and AuthorizationUrl in the Code field.
Field
Description
SPAClientId
A single-page application ID. Enter the Client ID that you generated after configuring the UI-to-API configuration in the Conga Platform.
InstanceURL
Conga organization instance URL where the application can retrieve user information. Use any of the following URLs per your Conga instance:
- For production instance: https://prod-rls10.congacloud.com/
- For preview instance: https://preview-rls09.congacloud.com/
- For staging instance: https://rls-stg.congacloud.io/
AuthorizationUrl
URL used for OAuth 2.0 authorization. It directs a user’s browser to the authorization server to grant access to a third-party application.
- For production instance: https://login-rls.congacloud.com/api/v1/auth
- For preview instance: https://login-rlspreview.congacloud.com/api/v1/auth
- For staging instance: https://rls-stg.congacloud.io/api/v1/auth/api/v1/auth
After configuring all the above steps, users can access Q&A Agent. For more information, see Q&A Agent.
