Setup and Configure External Data Sources
This article explains setting up and configuring Composer for use with your external data sources.
- Log in to Salesforce and navigate to the Conga Composer Setup tab.
- Click the External Data Sources under the Enterprise section.
- Click Create New Connection.
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Select Basic or No Auth from the Authorization Type field.
Note:
The Oauth Authorization type is not yet supported.
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Enter the following information for your OData connection:
- Alias: The name you’ll use to reference this OData connection in your Composer template. Alphanumeric characters, no spaces. (Referenced later as ExternalConnection)
- Authorization Type: “Basic” authorization requires the Username and Password to your OData connection. The username and password will resolve into a Basic Authorization base64 header in the HTTP request to the endpoint. The header parameter will look like: Authorization=Basic {base64EndcodedKey} "No Auth" requires only the endpoint and will not use any authorization method.Note:
Regardless of Authorization Type, all requests from Conga Composer to your OData endpoint will be secured over HTTPS.
- (Optional) - Username and Password: Enter your Username and Password if "Basic" authorization is selected for the Authorization Type field.
- Endpoint: The url to your OData source.
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Example Endpoint: https://<your-domain>.com/yourODataEndpoint/
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- Click Save.
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(Optional) Repeat steps 3 – 6 for each external data source.
Note:
Additional data sources can be added at a later time.
