Connect with OAuth
Contracts for Salesforce integrates with your Salesforce Org using the login credentials of a user of your choice.
The user must have the proper permissions to run as an integration user. The required permissions are:
- API Enabled
- View Setup and Configuration
- Customize Application
- Modify All Data
- Conga CLM permission set from Contracts for Salesforce managed package
Note:
The integration user full name will be displayed in the Contracts for Salesforce Activity panel as the user making any automated updates to a contract agreement. It is recommended to connect with an integration user who has a generic display name like “Systems Process”, “Conga Admin”, or “Integration User”.
