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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)CPQ 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 SearchTurboEnginesX-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 ManagerRelease NotesGeneral

Conga Product Documentation

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CLM for Salesforce

Getting Started with CLM APIs

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Integrating Conga CLM with External Systems

Additional steps are required when you choose to integrate Conga CLM with external applications, customer portals, or other critical business systems. Because Contract Management Web Services are hosted on Salesforce, you should familiarize yourself with the Salesforce SOAP API and processes surrounding integration and best practices detailed here: https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_quickstart_intro.htm

Note:

Best Practices

Conga recommends that you work with Conga Professional Services to design and implement your integration. Use this documentation for basic integration steps and to reference Contract Management Web Service calls.

The following basic steps are required to get started using the Conga CLM Web Services API.

  1. Generate the Enterprise or Partner WSDL – Integration with data stored in Salesforce requires you to first point your browser to the Salesforce Enterprise or Partner WSDL. This WSDL is generally provided by Conga Professional Services. Refer to Salesforce Documentation for complete instructions on generating the Web Service WSDL.
  2. Generate the Conga Web Services WSDL – After you have connected to Conga Web Service, go to your organization and download the WSDL for the appropriate Web Service (Contract Management Web Service, Batch Update, Proposal Web Service, and so on).
  3. Import the WSDL Files Into Your Development Platform – After you have generated the WSDL files, you can import them into your development platform. Conga does not provide instructions for the import process. Refer to Salesforce documentation or documentation related to your development platform.
  4. Connect to Conga– Before you can begin using Contract Management Web Services, you must first authenticate to Conga using the login() API.
API Guide
CLM

January 2, 2025