Conga Product Documentation

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Asset Features

The following asset features are supported in this release, as reflected in the parity matrix.

Feature

Sub Feature

Supported in Salesforce Classic

Supported in Turbo

Supported in Conga Platform (API)

Supported in Conga Platform (Runtime-UI)

Supported in Conga Platform (Admin-UI)

Features

Get List of Assets

Yes

Yes

Yes

Yes

N/A

Installed products page

Yes

Yes

Yes

Yes

N/A

Search Assets

Yes

Yes

Yes

Yes

N/A

Pagination

Yes

Yes

Yes

Yes

N/A

Installed products page Setting

Yes

Yes

Yes

N/A

Yes

Hide/Unhide Asset Actions

Yes

Yes

Yes

Yes

N/A

Submenu of Asset Action

Yes

Yes

Yes

Yes

N/A

Primary Attribute

Yes

Yes

No

Yes

N/A

Installed products page: Create, edit, and delete personalized view

Yes

Yes

Yes

Yes

N/A

Assets view

Yes

Yes

Yes

N/A

Yes

Terminate

Terminate Standalone without Billing

Yes

Yes

Yes

Yes

N/A

Terminate Bundle-option without Billing

Yes

Yes

Yes

Yes

N/A

Termination editable fields

Yes

Yes

Yes

Yes

N/A

Terminate with Ramp

Yes

Yes

Yes

Yes

N/A

Terminate with Ramp-bundle option

Yes

Yes

Yes

Yes

N/A

Change

Change with Asset pricing

Yes

Yes

Yes

Yes

N/A

Change without Asset pricing

Yes

Yes

Yes

Yes

N/A

Change with Asset pricing criteria

Yes

Yes

Yes

Yes

N/A

Change with Cancel option

Yes

Yes

Yes

Yes

N/A

Change with Charge type criteria

Yes

Yes

Yes

Yes

N/A

Change with Flat Price

Yes

Yes

Yes

Yes

N/A

Change with Price Escalators

Yes

No

Yes

Yes

N/A

Total Quantity Calculation with Purchase Identifier CriteriaYesNoYesYesYes

Renew

Renew with Asset pricing

Yes

Yes

Yes

Yes

N/A

Renew without Asset pricing

Yes

Yes

Yes

Yes

N/A

Renew with Asset pricing criteria

Yes

Yes

Yes

Yes

N/A

Renew with Renewal Uplift

Yes

Yes

Yes

Yes

N/A

Ramp Renew

Yes

Yes

Yes

Yes

N/A

Renew with Charge type criteria

Yes

Yes

Yes

Yes

N/A

Evergreen, Do Not Renew Concept

Yes

Yes

Yes

Yes

N/A

Renew with Attributes

Yes

Yes

Yes

Yes

N/A

Renew with Price Escalator

Yes

No

Yes

Yes

N/A

Resume

Resume API Signature

Yes

No

Yes

No

N/A

Resume UI flow

No

No

Yes

Yes

N/A

Suspend

Suspend API Signature

Yes

No

Yes

No

N/A

Suspend UI flow

No

No

Yes

Yes

N/A

Swap

Support for Swap

Yes

Yes

Yes

Yes

N/A

Miscellaneous

Delta Summation

Yes

Yes

Yes

Yes

N/A

Asset Line item Callback

Yes

No

Yes

N/A

N/A

Asset Pricing Criteria

Yes

Yes

Yes

Yes

N/A

Change:Configuration

Yes

Yes

Yes

Yes

N/A

Change:Quantity only positive Quantity

Yes

Yes

Yes

Yes

N/A

Delta Price Adjustments

Yes

Yes

Yes

Yes

N/A

Change:Quantity only decrement Quantity

Yes

No

Yes

Yes

N/A

Data Model Creation

N/A

N/A

Yes

N/A

N/A

Asset Attribute forward sync from SFDC to Platform

N/A

N/A

Yes

Yes

N/A

All ABO operations with attribute

Yes

Yes

Yes

Yes

N/A

Advanced Change and Renew Use cases

Yes

Yes

Yes

Yes

N/A

Translation Support

Yes

Yes

Yes

Yes

Yes

Auto/On Demand Renewals Integration from Salesforce to Platform

Auto/On Demand Renewals Integration to Platform

Yes

No

Yes

Yes

N/A

Auto Renewals on Conga Platform

Auto Renewal Creation

Yes

Yes

Yes

Yes

N/A

Auto Renewal Updation

Yes

Yes

Yes

Yes

N/A

Single Auto Renewal Quote Creation with Purchase Identifier

Yes

Yes

Yes

Yes

N/A

On Demand Renewals on Conga Platform

On Demand Renewal Creation

Yes

Yes

Yes

Yes

N/A

On Demand Renewal Updation

Yes

Yes

Yes

Yes

N/A

Auto Closure

Auto Closure of Auto Renewal Quote

Yes

Yes

Yes

Yes

N/A

Renewal Opportunity Creation

Yes

Yes

No

No

No

Custom Renewal Callback

Custom Renewal Callback for Auto

No

No

Yes

Yes

N/A

Custom Renewal Callback for On Demand

Yes

No

Yes

Yes

N/A

Assets 360 Degree view

Structure Asset List View

No

No

Feb 26

Feb 26

N/A

Advanced features on Assets 360 Degree view

No

No

Feb 26

Feb 26

N/A

Contract Term CalculationContract Unit Price for RenewalYesNoYesYesYes
Contract Term Value for Deep DiscountYesNoYesYesYes
Billing Integration with ABOSelling Term Method Calculation with Billing PreferenceYesYesYesYesN/A
Calling Billing Matrix API during TerminationYesYesYesYesN/A
Enable Billing for ABO operationN/AN/AYesYesYes
Billing Integration during ABO operation (Change and Renew)YesYesYesYesN/A

Change: Split

Change: Split

Yes

No

On hold

On hold

N/A

Change: Merge

Change: Merge

Yes

No

On hold

On hold

N/A

Relate

Relate

Yes

No

On hold

On hold

N/A

Relate Component

Relate Component

Yes

No

On hold

On hold

N/A