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CLM for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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CLM for Salesforce

Configuring the Salesforce Org

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Creating an Admin Setting

Admin Settings are system properties that have different values and you can use them for different purposes. You must configure admin settings to meet the business objectives of your implementation along with Custom Settings.

To configure an admin entry

  1. Click the App Launcher icon ().
  2. In the Quick Find box, enter Admin and select it.
  3. Click New. The New Admin window appears.
  4. Enter the following details.

    Field

    Required Action

    Name

    Enter APTS_RLPInstanceSettings.

    Value

    Leave this field blank.

    Code

    Enter the code. Below is an example of a code whose values are specific to the connected or preview environment.

    {
"fwd_sync_url": "https://rls-dev.congacloud.io",
"user-id": "c1bb245c-5eb4-1e71-0424-1f113b055576",
"organization-id": "f4efe25a-ff98-4178-936b-27a7b72aeb7e",
"organization-fid": "signmigrationtestidpdev-f4efe25a-ff98-4178-936b-27a7b72aeb7e",
"SPAClientId": "568241a1-a200-4498-8949-3a7c346da209",
"InstanceURL": "https://rls-dev.congacloud.io",
"AuthorizationUrl": "https://login-rlsdev.congacloud.io/api/v1/auth"
}
  5. Click Save. The new admin setting is saved and added.

The following table outlines the different fields available in the code for the admin setting.

Field

Required Action

SPAClientId

A single-page application ID. Enter the Client ID that you generated after configuring the UI To API configuration.

OrganizationId

Enter Conga Organization ID that you captured after tenant onboarding.

To view the organization ID, see To capture Conga Organization Display Name and Organization ID.

OrganizationFId

Your Conga organization's friendly ID. Friendly ID is formatted as <Conga org display name-org Id>.

UserId

Enter the user ID that is created on the Conga Platform.

To view the user ID, see To capture user Id or log in to Conga Platform as administrator, then go to Admin Console > Users > Click on the desired username.

InstanceURL

Conga organization instance URL. Use any of the following URLs per your Conga instance:

UIInstanceURL

Conga Organization UI instance URL. Use any of the following URLs per your Conga instance:

UpsertQuotesEndpointURL

The upsert quotes URL.

LoginURL

Your Conga Platform login URL.

Enter the following endpoints only when you use X-Author for Excel, Conga Sign, and Composer applications along with CLM. These endpoints are specific to the connected environment. Reach out to the Conga CloudOps team for the endpoints.

XAEndpoint

For production instance: https://xauthor-prod-rls10.congacloud.com

For preview instance: https://xauthor-preview-rls09.congacloud.com

For staging instance: https://xauthor-stg.congacloud.io

SignEndpoint

For preview instance: https://coreapps-rlspreview.congacloud.com

ComposerEndpoint

For preview instance: https://coreapps-rlspreview.congacloud.com

Administrator Guide

March 18, 2025