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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

Troubleshooting

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Accounts not syncing from Conga Contracts to Salesforce when creating new company in approval process

Accounts are not syncing from Conga Contracts to Salesforce when creating a new company in an approval process.

A new Conga Contracts Company record does not sync to Salesforce. The "Nothing to Sync" error message displays in the new Company's status widget. If you finish processing the request after creating this new company, the new Contract does not sync over to Salesforce. You see an error because you linked the new Contract to an unmapped Account.

If you log into Conga Contracts that is connected to a Salesforce org, set up the object mapping as normal in the connected Salesforce org.

  1. Go to Contracts
  2. Requests
  3. New Request.
  4. Select a request type.
  5. Type a value into the Company Name field that does not match an existing Company in Conga Contracts or an existing Account in Salesforce.
  6. Submit the Request.
  7. Go to Contracts
  8. Approvals.
  9. Select the + on the approval you created by submitting the request.
    The request approval process starts.
  10. On the approval, select Create New Company.
  11. Add all required fields and click Save.
  12. View the status widget on the new company and navigate to the Salesforce instance and view all Accounts.

Creating this new Company in Conga Contracts should create a new Account in Salesforce. The status widget on the newly created company should say Synced.

Administrator Guide
Contracts

January 2, 2025