Conga Product Documentation

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Transitioning to the new Composer Merge Service

The new Composer Platform merge service allows for much faster merge times. Follow the directions below to transition from the Salesforce merge service to the Platform merge service.

Note:

The new Composer Platform merge service only supports XAuthor2.0 merge templates at this time.

To Generate Agreements Document through RLS Integration Endpoint

  1. Navigate to Salesforce Setup > Custom Settings
  2. Click Manage next to Comply System Properties
  3. Click Edit next to System Properties
  4. Change "Merge Webservice Endpoint" to the following Endpoint: https://coreapps-rlsdev.congacloud.io/api/integrate/v1/execute
  5. Click Save.

To Generate Proposal Documents through RLS Integration Endpoint

  1. Navigate to Salesforce Setup > Custom Settings
  2. Click Edit next to the Custom Setting Proposal System Properties.
  3. Change "Merge Webservice Endpoint" to the following Endpoint: https://coreapps-rlsdev.congacloud.io/api/integrate/v1/execute

The new merge service is now active and pulls from the new Platform merge service.