Designating a field to be marked as true after syncing
- From the Object Mapping page in Conga CLM Setup Salesforce, edit the current mapping that uses the "Contracts" Conga Contracts object. Scroll down to the Approval section.
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Under "Designate a Checkbox field to be set to true when a request syncs successfully to Conga Contracts", select the Request Field Created checkbox and make a selection from the dropdown menu.
Note:
Your options are restricted to a list of checkbox boolean fields. For example, you can create a "Request Created" checkbox field to use for this purpose.
- Click Save at the top of the page.
