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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

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Contracts

SalesConnect

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Integrating Conga Contracts and Salesforce with SalesConnect

Warning:

SalesConnect is a deprecated service. See Salesforce Integrations for more information on our latest and supported integration methods.

Once you have installed SalesConnect, you must integrate Contracts and Salesforce so that contract requests submitted from Salesforce can be reviewed in Contracts. During the integration process, it is recommended that you log in to Contracts in your browser, and then open a second tab in the browser and log in to Salesforce so that both programs are running simultaneously.

Prior to establishing the integration:

  • Make sure all the needed Contracts request types have been created in Salesforce, and the names of the request types are similar enough to the corresponding Contracts contract request types so that they can easily be mapped to one another.
  • Salesforce users have been granted permissions to Conga Contracts contract types.
  • Document Type is defined for the attachments that are included with contract requests submitted from Salesforce to Contracts.

Once the integration is completed, you can add the contract request types that salespeople will use, and customize the program screens that capture contract request information and account data in Salesforce.

  1. Click the Gear Icon in the Navigation Toolbar, and click the System Settings link.
  2. In the System Settings screen, click the Integration Settings tab.
  3. In the Integration Settings screen, click theSalesforce Settings tab.
    Important:

    If your Contracts environment is not integrated with Docusign (or Adobe Sign) or BidSync, the Salesforce Settings screen will automatically display.

  4. In the Salesforce Settings view, click New in the toolbar.
  5. Provide the required information in the Salesforce Integration Settings section:
    • In the Integration Name field, enter a name for the integration.
    • In the Default Request Type list, select the Conga Contracts request type that should be used to create the contract document when a Salesforce contract request is approved.
    • In the Default Document Type list, select the document type that should be assigned to all documents attached to contract requests submitted from Salesforce.
    • (Optional) Select the Sandbox check box to establish a Salesforce test environment for Contracts. When you log in to Salesforce, the Login In button displays as Log In To Sandbox.
  6. In the Salesforce Integration Status section, click.
  7. After receiving the Configuration Complete message, which displays in a separate browser window, return to the Salesforce Setting screen.

Mapping Contract Types and Request Types

Initial mapping between Contracts and Salesforce involves mapping the Salesforce contract type to the Conga Contracts Request Type and Contract Type.

  1. From the Map Salesforce Contract Types section of the Salesforce Settings screen:
    • Map the Salesforce contract type to the Contracts request type and contract type.
    • Click Add Mapping in the toolbar to display a blank mapping record.
      • In the Salesforce Contract Type list, select the Contracts contract type that was created in Salesforce, and needs to be mapped to a Contracts request type/contract type.
      • In the Contracts Request Type list, select the contract request type that corresponds to the selection made in the Salesforce Contract Typefield.
      • In the ContractsContract Type list, select the contract type that corresponds to the selection made in the Salesforce Contract Typefield.

        Map the fields in the Salesforce program screen to fields in a Contracts program screen using the icon. Mapping is performed so that when a Salesforce user makes a contract request, and the request is approved, the mapped information in the request is used to populate the fields in the Company and Contract Profiles that are created in Contracts.

  2. (Optional) Add another mapping record if there is another Contracts Contract Type in Salesforce that can be mapped to the Default Request Type and Default Document Type identified in the Salesforce Integration Settings section.
  3. Click Save.
  4. (Optional) From Salesforce, verify the connection between the mapped contract types/request type.
  5. In the Dashboard, change the view from Sales to Contracts
  6. In the Dashboard, click the Contracts Contract Types tab
  7. In the Contracts Contract Types screen, locate the Contract Type and verify its Status field displays Synced
Administrator Guide
Contracts

January 2, 2025