Setting up Salesforce Org with Conga Platform for CLM
To set up CLM Salesforce with the Conga Platform, administrators must configure both the Salesforce org and the Conga Platform. An administrator may take on one of several personas, including a customer administrator, partner administrator, or any other administrator tasked with setting up the Salesforce org with the Conga Platform. In this topic, this persona is referred to as the customer administrator. This individual is responsible for completing the entire setup process.
|
Order |
Task |
Owner |
|---|---|---|
|
1 |
Tenant onboarding |
When you purchase your Conga product, the tenant is onboarded automatically. If you do not have access to the Advantage Platform, please contact your Conga representative. For more information, refer to Logging in to Conga Advantage Platform. |
|
2 |
Configuring the Salesforce org |
Customer administrator |
|
3 |
Configuring Conga Platform |
Customer administrator |
