User Creation Method

There are two methods to create a Platform user, either manually or using the auto-provisioning method.

Manual Method

1. Log in to the Conga Advantage Platform.

2. Navigate to Admin Console and select Users.

3. Click Add on the Users page.

4. Complete the following required fields:

   1. First name

   2. Last name

   3. Email address

   4. Username

      Note: It is recommended (but not required) to use the same value for both the email and username fields for consistency.

5. Federation ID

   1. Enter the 18-character Salesforce User ID for this user.

   2. Retrieve it from the Salesforce Developer Console using the following SOQL query:

      SELECT Id FROM User WHERE Name LIKE '[FirstName] [LastName]'

   3. Ensure the ID is exactly 18 characters and is converted to all lowercase (Salesforce returns a mixed-case value, which must be converted to lowercase to avoid errors). You can use a text editor or word processor to convert the case if needed.

6. Assign a Role

   1. Select either of the following roles:

      1. Admin ( ensure the Conga Sign Permissions permission group is also assigned)

      2. Conga Sign Integration User

7. Click Save.

Auto-Provisioning Method

1. Log in to the Conga Advantage Platform.

2. Navigate to the Admin Console and select Organization and click Edit.

3. Enable the Auto Provision User toggle.

4. Click Save.

5. Navigate to the External Integrations tab.

6. Verify that your Salesforce IDP is set as the default:

   1. If not, edit the integration and enable the Default IDP option.

   2. If you do not see a Salesforce IDP record you can create one by following the steps below:

      1. Log out of the Conga Advantage Platform.

      2. Log into the Conga Advantage Platform using your Saleforce credentials via the Salesforce IDP.

      3. This action will automatically create a new Platform user.

         Note: The newly created user will appear with default values "FirstName Lastname". If needed, update the name manually. If you are working in a Salesforce sandbox, and the sandbox is refreshed, revisit External Integrations tab and update the existing record to prevent duplicate user creation when logging in again.

Setting Up a Salesforce IDP Record

1. Log in to the Conga Advantage Platform.

2. Navigate to the Admin Console and select Organization.

3. Go to the External Integrations tab and click Add New.

4. Choose the appropriate environment:

   1. For a Salesforce Production environment, select Salesforce.

   2. For a Salesforce Sandbox environment, select Salesforce Sandbox.

5. Click Authorize.

6. Log in to the Salesforce environment you want to use as your Identity Provider (IDP).

7. In the Type field, enter:

   1. Prod for Salesforce

   2. Sandbox for Salesforce Sandbox

8. Enable the Default IDP toggle.

9. Click Save.

Assigning Permissions

Managing User roles on the Conga Advantage Platform for Conga Sign

Recommended Roles Based on User Setup

Manually Created Users: For users created via the Manual Setup method, we recommend assigning the CongaSign Integration User role.

1. Log in to the Conga Advantage Platform.

2. Navigate to the Admin Console and select Users.

3. Go to the Roles tab and open the AuthAutoProvisionedUser role.

4. Click Edit.

5. In the Permissions Group dropdown, select Conga Sign Permissions.

6. In the Admin Permissions dropdown, select View Document Management Application.

7. Click Save.

Assigning Manager Rights to a Sign User

To grant Manager Rights:

1. Log in to the Conga Advantage Platform.

2. Navigate to the Document Management Apps application.

3. In the left-hand toolbar, select Sign Settings.

4. Go to the User Management tab and locate the user you wish to grant access to.

5. Click the three dots next to their name. Select Grant Manager Rights.

Once granted, the user will be able to configure settings within the Conga Sign application.

Connecting to Salesforce

Once the Platform user is created and permissions are configured, connect your Salesforce org.

Steps:

1. Login to the Conga Advantage Platform

2. Navigate to the Document Management Application.

3. Select Sign Settings from the left sidebar.

4. Click the Data Sync Connections tab.

5. Click Connect next to your Salesforce IDP option.

   1. If successful, a green "Connected" message will appear.

   2. If unsuccessful (red message), contact support.

Updating Composer Templates

Conga Sign requires updated signature tag syntax. Here's a quick reference for updating your Composer templates:

For Write Back Tags

To use write back with text tag extraction in Composer you will need to set the field name using the value given by the data mapping helper like so: {{esl_Opportunity_DOT_AD__c:Signer1:TextField}}

• The data mapping helper will provide a name with periods

• Replace the periods with_DOT_in field names (e.g., Opportunity.AD__c → esl_Opportunity_DOT_AD__c).

• Tags must be fewer than 50 characters.

  Note: This limitation and the _DOT_ workaround are known issues to be addressed in future updates.

More information on text tag extraction can be found in the Conga Sign Text Tag Extraction documentation.

Building Buttons in Salesforce

Required Buttons:

• A Composer Button (to send transactions)

• A View Transactions Button (to view and manage transactions from Salesforce)

Composer Button Parameters:

https://[Host Environment].congamerge.com
?serverUrl={!API.Partner_Server_URL_520}
&Id=[Salesforce Object ID]
&TemplateId=[Composer Template ID]
&DS7=[1143 or 1144]
&CSPackageName=[Package Name]
&CSRecipient1=[Recipient ID]
&idp=[Salesforce Environment Type]
&idprecordtype=[Object API Name]
&idprecordid=[Record Id]
&idporgid=[Salesforce Org Id]

https://preview-composer.congamerge.com
?serverUrl={!API.Partner_Server_URL_520}
&Id={!Opportunity.Id}
&TemplateId=0T_3342AS750269
&OFN=Vendor+Agreement+-+{!Opportunity.Account}
&DS7=1144
&CSPackageName=Vendor+Agreement+-+{!Opportunity.Account}
&CSRecipient1={!Opportunity.Primary_ContactId__c}
&idp=Salesforce
&idprecordtype=Opportunity
&idprecordid={!Opportunity.Id}
&idporgid=00DWV000002Shgo
&CSTemplateId=pDbXW0CC4JerldF7QILrJyZ-blo=

https://[Host Environment].congacloud.com/sign-connector/viewtransactions
?idp=[Salesforce Environment Type]
&idprecordid=[Record Id]

https://preview-rls09.congacloud.com/sign-connector/viewtransactions
?idp=Salesforce
&idprecordid={!Opportunity.Id}

Troubleshooting Steps

Default Permission Group

If, after assigning one of the above roles, a Platform user is unable to see the Document Management Application, verify that they are assigned the Conga Sign Permissions permission group.

• This group is assigned automatically for users with the Conga Sign Integration role.

• If using another role, you must assign the group manually.

Manual Permission Group Setup (Advanced)

If issues persist after confirming default permissions, create a custom permission group with access to the following objects: