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CLM for Salesforce

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Conga Product Documentation

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CLM for Salesforce

Configuring the Salesforce Org

Creating Remote Site Settings

Remote Site Settings are a security feature that controls access to external web resources from your Salesforce organization. These resources can include services, APIs, or websites that your Salesforce org needs to communicate with. By default, Salesforce blocks calls to external URLs from within its platform due to security considerations. However, you can use Remote Site Settings to explicitly allow these calls. Remote site settings help you maintain a secure environment while allowing your Salesforce organization to interact seamlessly with external web resources as needed for your business processes.
  1. Go to Setup, enter Remote Site Settings in the Quick Find box, and select it.
  2. Click New Remote Site.
  3. Enter the following details:
    1. Remote Site Name: Enter a remote site name. For Example, RLPLoginURL.
    2. Remote Site URL: Enter the remote site URL. The remote site URL will be specific to the associated RLP environment. For example: https://login-rls.congaclound.com
    3. Disable Protocol Security: To allow access to the remote site regardless of whether the user's connection is over HTTP or HTTPS, select the Disable Protocol Security checkbox. When selected, Salesforce can pass data from an HTTPS session to an HTTP session, and vice versa. Only select this checkbox if you understand the security implications.
    4. Description: Enter a description.
    5. Active: Select the checkbox.
  4. Click Save to finish, or click Save & New to save your work and begin registering an additional site.

You have configured the remote site in your Salesforce org.

Administrator Guide

February 5, 2026