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CPQ for Advantage Platform

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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 SearchTest AuthorTurboEnginesX-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 Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

Conga Product Documentation

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CPQ for Advantage Platform

Map Objects and Map Fields Tables

Mapping Fields in Microsoft Dynamics 365

  • At least one object has been successfully mapped.
After you have mapped at least one object, you can map fields between the corresponding mapped Dynamics 365 and Conga Advantage Platform objects. To map object fields:
  1. From the left panel under Groups, select Map Fields.
    The Map Fields page is displayed.
  2. From the ribbon at the top of the page, click New.
  3. Enter the Display Name that is shown to the user in the UI.
  4. In the CRM Fields Name, enter the Microsoft Dynamics 365 Field Name (API name). For example, apttus_accountid.
  5. Enter the Conga Field Name (API name). For example, Apttus__Account__c.
  6. In the Map Object field, enter the name of the custom entity that holds the mapped field data (for example, "Account"). Search and select the Object Mapping Name. This is the mapping name of the field's object (for example "clm_agreement Mapping").
  7. In the CRM Data Type field, enter the Type, for the fields being mapped (for example, "Lookup"). The name of the field type must be the same between Microsoft Dynamics 365 and Conga Advantage Platform.
  8. In the Conga Data Type, enter the Type, for the fields being mapped (for example, "Lookup"). The name of the field type must be the same between Microsoft Dynamics 365 and Conga Advantage Platform.
  9. Repeat steps 2 – 8 for each field that you want to map for the specified object.
  10. Click Save or Save & Close.
The field mapping to the object has been completed successfully.

March 23, 2026