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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
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

Conga Product Documentation

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Contracts

Configuration

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Conga Platform File Storage Options

Conga Contracts for Salesforce offers the capability to store files exclusively to the Conga platform or both the Conga Platform and Salesforce. By default, files are stored exclusively in the Conga Platform. A 1-byte file is visible in Salesforce when files are stored exclusively in Platform.

Advantages of storing files exclusively in Conga platform

  • Files do not count towards a Salesforce org's file limits, which saves storage and cost.advantages of storing files in both Conga platform and salesforce
  • Full compatibility with third-party applications while staying having the functionality to sync files between Salesforce and Conga Contracts.
  • Many third-party applications are not compatible with files stored exclusively in Conga Platform. How to Store Files in Both Salesforce and Conga Platform
  1. A Conga employee must log in to the customer's Salesforce org using Salesforce Subscriber access. The ensuing steps cannot be completed unless the user is logged in as the Conga subscriber.
  2. Once you are logged in through Subscribers access, navigate to Salesforce Setup and type Custom Settings in the Global Search box.
  3. Under the Custom Code section, click Custom Settings.
  4. Click the Conga Integration Settings Custom Settings record
  5. Click Manage.
  6. Click New to create a new Custom Setting.
  7. Enter the following information into the Custom Setting fields:
    • Name: StoreFileInSalesforce_count
    • KEY: StoreFileInSalesforce_count
    • Value: 1
  8. Click Save.
  9. Click the Back to List link to return back to the Conga Integration Settings.
  10. Click New to create the second Custom Settings
  11. Enter the following information into the Custom Setting fields:
    • Name: StoreFileInSalesforce_0
    • Key: StoreFileInSalesforce_0
    • Value: true

Moving forward, if isCongaFile__c field is checked, would be stored in Conga Platform and Salesforce. The full file size will then appear in Salesforce as opposed to the 1-byte file.

Administrator Guide
Contracts

January 2, 2025