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Conga Product Documentation

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Collaborate

Installing and Configuring Conga Collaborate

SAML: Integrating with Conga Collaborate

Integrate SAML with your Conga Collaborate account.

Begin Integration

To connect SAML to your Collaborate account, take the following steps:

  1. From your Account Settings view, click Integrations.
  2. Choose SAML from the Integrations menu.
  3. Click the checkbox next to Enable SAML.
  4. Fill out the fields:
    • The provider **Name** (Salesforce, for example)
    • A URL of the **Identity Provider**
    • The digital **certificate** or metadata XML file from the platform you are linking
  5. Click Save Changes

SAML Features

Using this integration through Collaborate and Salesforce (for example) makes Salesforce the Identity Provider (IdP). After you enable this integration, you see a separate link asking you to sign on using Salesforce. Entering your credentials confirms you as the user and redirects you to Collaborate After sign-in, you’re authenticated by SAML and have reached out to all service providers involved. Using SAML can also auto-provision users in Collaborate, meaning that all accounts are managed via the identity provider. Use the auto-provision toggle to set this feature. Because your email address is your user identification, you need to make sure you’re using the same one in all the systems you connect. You can use any SAML 2.0 identity provider, including Salesforce, Microsoft ADFS, Okta, and Onelogin.

Set up your SAML integration on the Salesforce end by configuring a domain name, enabling the identity provider, and creating a connected app. The following sections walk you through each step.

Enable Identity Provider

  1. Log into Salesforce as a SYstem Administrator.
  2. Navigate to Salesforce Setup > Identity > Identity Provider.
  3. Click Enable Identity Provider.
    1. This generates a self-signed x.509 certificate to be used for SAML authentication.
  4. Click Download Certificate.
    1. The certificate is used when configuring Conga Collaborate for Single Sign-On.

Create Connected App

Follow these steps to create your connected app:

  1. Navigate to Setup > Apps > External Client Apps > Settings.
  2. Enable Allow creation of connected apps.
  3. Click New Connected App.
  4. Create a New Connected App for Conga Collaborate (the service provider).
  5. Fill out the following fields:
    • Connected App Name: Provide a unique name. For example, "Conga Collaborate SAML".
    • API Name: The API name autofills.
    • Contact Email: Enter the email address of the connected app owner.
    • Enable SAML: Check this box.
    • Entity ID: {account}.octiv.com
    • ACS URL: https://{account}.conga.com/platform/document-automation
  6. Click Save.
  7. Click Manage.
    Note: If you've already created the connected app, you can find these settings from Salesforce Setup > Manage Connected Apps > Click on your Connected App.
  8. Right-click and copy the link for the IdP-Initiated login URL.
  9. Click Edit Policies.
  10. Paste the IdP-Initiated login URL into the Start URL field under Basic Information.
  11. Click Save.
  12. Click Manage Profiles.
  13. Assign access to the appropriate profiles.

You should now see a "Log in with (SAML integration name)" option on your Collaborate login page

Finish the Integration

  1. Log in to Conga Collaborate.
  2. Navigate the Administration > Integrations > SAML.
  3. Enter the following information from your Salesforce settings:
    1. IDP SSO Target URL: Enter the SP-Initiated POST Endpoint value from your new Salesforce Connected App
    2. Certificate: Upload the self-signed certificate file from Salesforce Setup > Identity > Identity Provider > Download Certificate.
  4. (Optional) Configure these additional steps as needed:
    1. Auto-Provision Users: Automatically creates users in Collaborate account when new Salesforce users log in
    2. Automatically Initiate SP Login: Redirects users to your IdP login page automatically
User Guide
Collaborate

December 30, 2025