Conga Product Documentation

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Config Features

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

Note: The * symbol indicates this feature is only supported on the server side.

Feature

Sub Feature

Supported in Salesforce Classic

Supported in Advantage Platform (API)

Supported in Advantage Platform (Config-UI)

Inclusion Constraint Rules

Product Scope

Yes

Yes

Yes

Product Group Scope

Yes

Yes

Yes

Product Family Scope

Yes

Yes

Yes

Product Field Set

Yes

Yes

Yes

Condition Criteria

Yes

Yes

Yes

Action Criteria

Yes

Yes

Yes

Option Group Scope (condition)

Yes

Yes

No

Match in Primary Lines

Yes

Yes

Yes

Match in Options

Yes

Yes

Yes

Match in Cart Options

Yes

Yes

Yes

Match in Location

Yes

Yes

Yes

Match in Related Lines

Yes

No

No

Match in Service Asset

Yes

No

No

Match in Asset

Yes

Yes

Yes

Repeat Inclusion

No

No

No

Is Bundle Context

Yes

Yes

Yes

Min/Max Rule

Yes

Yes

Yes

Exclusion Constraint Rules

Product Scope

Yes

Yes

Yes

Product Group Scope

Yes

Yes

Yes

Product Family Scope

Yes

Yes

Yes

Product Field Set

Yes

Yes

Yes

Condition Criteria

Yes

Yes

Yes

Action Criteria

Yes

Yes

Yes

Option Group Scope (condition)

Yes

Yes

Yes

Match in Primary Lines

Yes

Yes

Yes

Match in Options

Yes

Yes

Yes

Match in Cart Options

Yes

Yes

Yes

Match in Location

Yes

Yes

Yes

Match in Related Lines

Yes

No

No

Match in Service Asset

Yes

No

No

Match in Asset

Yes

Yes

Yes

Repeat Inclusion

No

No

No

Is Bundle Context

Yes

Yes

Yes

Min/Max Rule

Yes

Yes

Yes

Validation Constraint Rules

Product Scope

Yes

Yes

Yes

Product Group Scope

Yes

Yes

Yes

Product Family Scope

Yes

Yes

Yes

Product Field Set

Yes

Yes

Yes

Condition Criteria

Yes

Yes

Yes

Action Criteria

Yes

Yes

Yes

Option Group Scope (condition)

No

No

No

Match in Primary Lines

Yes

Yes

Yes

Match in Options

Yes

Yes

Yes

Match in Cart Options

Yes

Yes

Yes

Match in Location

Yes

Yes

Yes

Match in Related Lines

Yes

No

No

Match in Service Asset

Yes

No

No

Match in Asset

Yes

No

No

Repeat Inclusion

No

No

No

Is Bundle Context

Yes

Yes

Yes

Min/Max Rule

Yes

Yes

Yes

Replacement Constraint Rules

Product Scope

Yes*

Yes

Yes

Product Group Scope

Yes*

Yes

Yes

Product Family Scope

Yes*

Yes

Yes

Product Field Set

Yes*

Yes

Yes

Condition Criteria

Yes*

Yes

Yes

Action Criteria

Yes*

Yes

Yes

Option Group Scope (condition)

No

Yes

Yes

Match in Primary Lines

Yes*

Yes

Yes

Match in Options

Yes*

Yes

Yes

Match in Cart Options

Yes*

Yes

Yes

Match in Location

No

No

No

Match in Related Lines

No

No

No

Match in Service Asset

No

No

No

Match in Asset

No

No

No

Repeat Inclusion

No

No

No

Is Bundle Context

Yes*

Yes

Yes

Min/Max Rule

Yes*

Yes

Yes

Recommendation Constraint Rules

Product Scope

Yes

Yes

Yes

Product Group Scope

Yes

Yes

Yes

Product Family Scope

Yes

Yes

Yes

Product Field Set

Yes

Yes

Yes

Condition Criteria

Yes

Yes

Yes

Action Criteria

Yes

Yes

Yes

Option Group Scope (condition)

Yes

No

No

Match in Primary Lines

Yes

Yes

Yes

Match in Options

Yes

Yes

Yes

Match in Cart Options

Yes

Yes

Yes

Match in Location

Yes

Yes

Yes

Match in Related Lines

Yes

No

No

Match in Service Asset

Yes

No

No

Match in Asset

Yes

Yes

No

Repeat Inclusion

No

No

No

Is Bundle Context

Yes

Yes

Yes

Min/Max Rule

Yes

Yes

Yes

Option Configuration

Option Selection/ De-selection

Yes

Yes

Yes

View Bundle Hierarchy

Yes

Yes

Yes

Min/Max Options

Yes

Yes

Yes

Min/Max Total Quantity

Yes

Yes

Yes

Is Hidden

Yes

Yes

Yes

Is Picklist

Yes

Yes

Yes

Modifiable Type

Yes

Yes

Yes

Option Sequencing

Yes

Yes

Yes

Default / Required Option

Yes

Yes

Yes

Inclusion criteria

No*

No

No

Min/Max Quantity

Yes

Yes

Yes

Quantity: Default, Modifiable

Yes

Yes

Yes

Quantity: Auto Update

Yes

No

No

Allow Cloning

Yes

Yes

Yes

Config Type

Yes

Yes

Yes

Auto-Adjust Price

Yes

No

No

Product Attributes Display

Attribute: Read-Only, Hidden, Primary

Yes

Yes

Yes

Two-column Attribute Display

Yes

Yes

Yes

Three column Attribute Display

Yes

Yes

Yes

Product Attribute Rules

Product Scope: Product, Product Family, Product Group

Yes

Yes

Yes

Filter Criteria

Yes

Yes

Yes

Action Types: Allow, Default, Hidden, Disabled, Required, Reset

Yes

Yes. Supports the following Action Types for Product group and product family:
  • Hidden
  • Required
  • Reset

Yes

Target Field: Product Attribute Value, Line Item, Product, Pricelist, Product Configuration

Yes

Yes. Supports Product Attribute only.

Yes. Supports Product Attribute only.

Attribute Value Matrices

Product Scope: Product, Product Family, Product Group, Location

Yes

Yes

Yes

Application Type: Default, Constraint, Force Set

Yes

Yes

Yes

Field Expressions / Rollup

Evaluation Context: Constraint Rule action, Record Update, Default Quantity, Rollup

Yes

Yes

Yes

Update Product Attribute and Line Item object fields

Yes

Yes

Yes

Rollup Group By Field: Line Item, Product Attribute

Yes

Yes

Yes

Callbacks

Option Filter Callback

Yes

Yes

Yes

Other

Formula field support (Condition/action)

Yes

Yes (Conga Platform)

No

Lookups (For example, Attributes)

Yes

Yes (Conga Platform)

No

TurboPricing Integration

Yes

No

No

ABO Flow support

Yes

No

No

Service CPQ

Yes

No

No

Multi-language support: For products & categories

Yes

No

No

Unified Cart

No

No

No