Managing API Connections
You must establish an API-to-API connection between your Salesforce org and Conga Platform. This connection ensures seamless communication and data exchange between your Salesforce org and Conga Platform.
Configuring an API-to-API Connection
- Login to the Conga Platform as an admin user.
- Click the App Launcher (
) icon from the top-left corner and go to Admin Console > Organization.
- Go to the Conga API Connections tab and click Add API-to-API Connection.
- Enter values in the following fields.
Field
Description
External Identifier
Select your Salesforce org ID from the drop-down. The external identifier list is populated based on the external integration that you added. For more information, see External Integrations.
Client Name
Enter the client name.
Description
Enter an appropriate description.
- Click Save & Generate Client Secret to generate the Client ID.
- Click Copy next to Client ID and Client Secret. Save them for future use.
Configuring UI-to-API Connection
- Login to the Conga Platform as an admin user.
- Click the App Launcher (
) icon from the top-left corner and go to Admin Console > Organization.
- Go to the Conga API Connections tab and click Add UI-To-API Connection.
- Enter values in the following fields.
Field
Description
External Identifier
Select your 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. For more information, see External Integrations.
Client Name
Enter the client name.
Description
Enter an appropriate description.
Redirect URI
Enter the UI Callback Endpoint. It is the site to which identification and access tokens are sent.
Cors Origins
Enter the domain name present in the callback endpoint. It is the base URL of the origin server to enable cross-site requests.
For example: https://<your Salesforce org domain>.my.salesforce.com
Back Channel Logout URI
Leave the field blank.
Front Channel Logout URI
Leave the field blank.
- Leave the other fields blank.
- Click Save & Generate Client Secret to generate the Client ID.
- Click Copy next to the Client ID. Save it as a SPAClientId for future use.The UI to API connection is configured and activated.
You can deactivate or reactivate any of the Conga 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.
