Accessing Conga Copilot
Conga Copilot is an AI-powered virtual chat assistant that can both summarize agreements and answer users' questions about them.
To access Conga Copilot
Before you can access Conga Copilot through your Salesforce org, an administrator 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. This individual is responsible for completing the entire setup process with support from the Conga CloudOps team.
Order |
Task |
Owner |
---|---|---|
1 |
This task is the responsibility of the administrator and the Cloud Ops team.
| |
2 |
Administrator | |
3 |
Administrator |
Tenant Onboarding
You must first onboard a Salesforce tenant onto Advantage Platform. Follow the outlined steps in coordination with the Conga CloudOps team.
Prerequisites:
You have provided the following information to your Conga support representative.
- Your 18-digit Salesforce org ID.
- The administrator's email address and first and last names.
- Your Salesforce org domain name. To view your Salesforce org's domain details, go to Setup, enter
my domain
in the Quick Find box, and click My Domain.
The Conga support representative uses the following details to log a tenant onboarding request:
- The Salesforce org ID
- The admin user's first and last name
- The admin user's email address
Once onboarded, the admin user receives a confirmation email containing Conga org details, Conga identity provider (IdP) login credentials, and a one-time password.
Prerequisites
You have provided the following information to your Conga support representative.
- Your 18-digit Salesforce org ID
- Administrator's first name and last name
- Administrator email ID
- Your Salesforce org domain name. To view the domain details of your Salesforce org, go to Setup, enter
my domain
in the Quick Find box and click My Domain.
To onboard a tenant
A Conga support representative logs a tenant onboarding request with the following details.
- Salesforce org ID
- Admin user's first name and last name
- Admin user's email ID
On successful onboarding, the admin user receives a confirmation email containing Conga org details, Conga identity provider (IdP) login credentials, and a one-time password.
To change the password
- Click the login URL in the welcome email.
- Enter the username and password.
- Click Sign-in and follow the on-screen instructions to change the password.
To view the onboarded tenant
Configuring Conga Platform
Once you have onboarded the tenant, you must configure the Conga Platform.
Prerequisites
- CoPilotPermissiongroup is created.
- The following object permissions are added to the
CoPilotPermissiongroup
permission group.- AiPlatformImportedDocument
- AiPlatformRawFile
- AiPlatformJobTracker
For more information on creating a permission group and assigning object permissions, see Creating Permission Groups.
To configure Conga Platform
Follow these steps to configure Conga Platform.
Adding a new external integration
This allows administrators to view and manage users authorized through external organizations. You can add one or more external integrations; however, you can make only one as a default IDP.
To add a new external integration
For more information, see Managing External Integrations.
Assigning Permission Group to a Role
Roles determine a given user's access to applications, objects, records, and permissions to perform actions on the Conga Platform. A role is assigned to users performing similar tasks and consists of a set of permissions. As an administrator, you can assign roles to the existing users or create a new user and edit the user details to assign roles.
To assign permission group to a role
- Click the App Launcher (
) icon from the top-left corner and go to .
- Edit the AuthAutoProvisionedUser role and assign the permission group CoPilotPermissiongroup to it.
For more information on assigning the permission group to a role, see Working with Roles.
Adding a new user
You can manage users either manually or automatically through the User Management user interface. The Users tab allows you to:
- Create, update, and manage users.
- Import user information.
- Assign roles to users.
- Set default options for users. For example, locale, time zone, date and time format, and other preferences.
To add a new user
For more information on entering information in the fields, see Adding and Activating Users.
There are two ways to onboard users: manually or automatically.
- Manual onboarding:
After onboarding the tenant:
- Add external integration and enable default IdP for that Salesforce org.
- Add a new user and enter the 18-digit Salesforce ID for the provided user in the ExternalId field.
After the admin user has added the user, an email is sent to the provider's email ID.
- Users can log in to the Conga Platform using their Salesforce credentials.
- Automatic onboarding:
After onboarding the tenant:
- Enable the Auto Provision User Enabled toggle in your Organization Details tab.
- Add external integration and authorize the external integration.
- Users from that external integration can log in to the Conga Platform with their credentials, and the user is automatically created on the Conga Platform.
For example, the admin user has integrated Salesforce as an external service and authorized it. In the Salesforce organization, there are 10–15 users. If this toggle is enabled, any of these users can log in to the Conga Platform using their Salesforce credentials. Upon logging in, their account is automatically created on the Conga Platform. However, their role is not set to admin, so they cannot access Conga Co-Pilot. To grant users access to Co-Pilot, the admin user must manually change the user's role to admin.
Configuring a UI-to-API connection
Establish a UI-to-API connection between your Salesforce org and Conga Platform to ensure seamless communication and data exchange between them.
To configure a UI-to-API connection
You can deactivate or reactivate the 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.
Configuring Salesforce Org
Prerequisite
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.
To configure your Salesforce org
After you have configured the Conga Platform, log into your Salesforce org. to set up the following configurations.
After configuring all the above steps, users can access Conga Co-Pilot. For more information, see Working with Conga Co-Pilot.