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Conga for Google Docs

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Conga Product Documentation

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Conga for Google Docs

Conga for Google Docs for Administrator

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Configuring Google Apps in Conga CLM

Google Apps is a suite of web-based communication and collaboration services that helps provision Google applications such as Gmail, Google Docs, Google Drive, and so on. To use these Google applications in CLM, you must enable the Google Apps setting in the Salesforce Classic version. This section outlines the steps of linking your organization's Google Apps account with Conga CLM. It involves configuring your Google Apps domain and activating Google Apps Services to grant Salesforce access for seamless integration with the Conga for Google Docs add-on.

Note:

You cannot use the Conga for Google Docs add-on with the Conga CLM until a Google Apps account has been created for your organization and your Google Apps domain settings are configured in Salesforce.

Prerequisites

  • Google Apps Business Account domain information
  • Google Apps admin contact information

To configure and enable Google Apps

  1. Login to Salesforce.com with your credentials.
  2. Switch to Salesforce Classic.
  3. Go to Setup.
  4. Search and select Google Apps Settings in the Quick Find box. The Google Apps page appears. You can now edit your Google Apps domain setting.
  5. In the Configure Google Apps Domain section, click Edit and enter the following details:


    • Google Apps Administrative Contact: Enter the contact person's name.

      This person is the point of contact for Google Apps users in your organization; specifically, if a user cannot access a Google Apps service, he or she is directed to contact the Google Apps administrative contact. The Google Apps administrative contact does not need to be the same person who is registered as your organization's Google Apps administrator with Google, but only the Google Apps administrator can create new Google Apps users on your domain.

    • Google Apps Domain: Enter the domain name.

      Enter the domain name registered with Google for your organization's Google Apps account. Your Google Apps Domain is typically your company's domain; for example, congacloud.com.

  6. Click Save.
  7. In the Activate Google Apps Services section, click Edit next to the "Add Google Docs to salesforce.com" option.


  8. Select the Activate the Add Google Docs to Salesforce feature check box.
  9. Read and agree to the Terms of Use by selecting I agree to the salesforce.com Terms of Use for Google Apps check box.


  10. Click Save.


  11. Click the Return to Google Apps Settings link. The "Add Google Docs to salesforce.com" feature is activated. You can create, edit, or view Google Docs and associate them with Salesforce records.


    Warning:

    Once you have enabled the Google Apps setting, do not deactivate it. If you deactivate it, you will lose the existing Google Apps data.

Administrator Guide
Salesforce
Conga for Google Docs

January 7, 2025