Configuring Composer Integrations

1. Under the Document Management Apps menu, select Composer Settings.

2. Select the Document Delivery Integration dropdown.

3. For email integrations, select the Email option.

   1. Choose your email partner to begin your email integration process.

      SendGrid:

      Amazon SES:

4. For document generation, select Document Delivery.

   1. Select your provider by clicking Connect and then provide your login details to the chosen document delivery system.

Configuration for Salesforce Managed Package to Platform Preview

These configuration steps take place in your Salesforce environment.

Create a new Connected App corresponding to the Preview environment

1. In Salesforce Lightning Experience, search External Client Apps in the Quick Find box.

2. Select External Client App Settings. Turn on Allow creation of connected apps.

3. Click New Connected App.

4. Fill out the Connected App with the following settings:

   1. Connected App Name Conga Composer Preview. The API name will autofill as Conga_Composer_Preview.

   2. Contact Email: Your contact email associated with your Org.

   3. Enable Oauth Settings: True

   4. Callback URL: https://{hostname}/c8/oauthProxy.aspx

   5. Selected OAuth Scopes:

      1. Access custom permissions (custom_permissions)

      2. Access the identity URL service (id, profile, email, address, phone)

      3. Access unique user identifiers (openid)

      4. Manage user data via APIs (api)

      5. Manage user data via Web browsers (web)

      6. Perform requests at any time (refresh_token, offline_access)

   6. Require Secret for Web Server Flow: True

   7. Canvas: True

   8. Canvas App URL: https://{hostname}/c8/oauthProxy.aspx

   9. Access Method: Signed Request (POST)

   10. Locations: Layouts and Mobile Cards, Lightning Component, Publisher, Visualforce Page.

   11. Hide Publisher Header: True

   12. Hide Publisher Share Button: True.

5. Click Save.

6. Once the Connected App is saved, click Edit.

7. Change the Permitted Users drop-down to "All users may self authorize."

8. Change the IP Relaxation drop-down to "Relax IP restrictions."

Set Remote Site Settings

1. Open the Remote Site Settings page in Setup.

2. Click New Remote Site.

3. Fill out the form with the following values:

   Remote Site Name: CongaComposer8_Preview

   Remote Site URL: https://rlspreview-composer.congacloud.com

4. Click Save.

Custom Metadata Configuration

Managed packages use the production backend for their environment. Below are the steps to create a different environment. Creating a new Region/Environment is a one-time step per region per environment, while selecting a different region can be done as many times as needed.

Create new Region/Environment

For Composer, ensure the Connected App Names are aligned with the Hostname. For example, Hostname: rlspreview-composer.congacloud.com Connected App Name: Conga_Composer_RlsPreview

1. In Setup, open Custom Metadata Types.

2. Click Manage Records for the Connected App Setting.

3. Click New and enter the following values:

   Preview Composer (NA)
   Label	NA Preview
   Conga App Setting Name	NA_Preview
   Connected App Name	Conga_Composer_Preview
   Hostname	preview-composer.congamerge.com
   Connected App Name (Platform)	Conga_Composer_Preview_Platform
   Hostname (Platform)	rlspreview-composer.congacloud.com
   Connected App Name SF1	Conga_Composer_SF1_Preview

   Preview Composer (EU)
   Label	EU Preview
   Conga App Setting Name	EU_Preview
   Connected App Name	Conga_Composer_Eupreview
   Hostname	eu-preview-composer.congamerge.com
   Connected App Name (Platform)	Conga_Composer_Eupreview_Platform
   Hostname (Platform)	rlspreview-composer.congacloud.eu
   Connected App Name SF1	Conga_Composer_SF1_Eupreview

   Preview Composer (AP)
   Label	AP Preview
   Conga App Setting Name	AP_Preview
   Connected App Name	Conga_Composer_Appreview
   Hostname	ap-preview-composer.congamerge.com
   Connected App Name (Platform)	Conga_Composer_Appreview_Platform
   Hostname (Platform)	rlspreview-composer.congacloud.au
   Connected App Name SF1	Conga_Composer_SF1_Appreview

4. Click Save.

Select Preview Region/Environment

1. In Setup, open Custom Metadata Types.

2. Click Manage Records for Composer Setting.

3. Click Edit.

4. Click the search icon to open a popup. Click Clear Search Results to see a full list of regions and environments.

5. Select NA Preview and click Save.

Composer for Salesforce and Conga Sign Integration

Conga Sign allows you to collect data from your signers, position signature fields in your documents, collect two-party information from both sender and signer and more. You can add Sign specific form fields to Composer merge templates to enable those features.

Before initiating transactions from Composer for Salesforce using Conga Sign, you must ensure that a Platform user exists and is configured with a Salesforce Identify Provider (IDP) login.

Prepare your Data Sync Connection

You will need a dedicated Salesforce User within each Salesforce org that is connected to your Conga Platform environments. For more details on this, refer to How to Prepare the Data Sync Connection.

Create a Platform User

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.

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.

Setting up 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

Refer to Setting Up Conga sign for Platform with Salesforce IDP for more details.