Conga Product Documentation

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Extending Conga Data Model

The Conga Advantage platform lets you customize standard objects or create new ones to fit your business needs. Use a minimalist approach, add only essential objects and fields, especially in hybrid CRM-CPQ setups. Avoid copying the entire CRM data model to maintain performance and reduce data transfer.

Conga recommends a minimalist approach:

  • Do not over complicate the data model with unneeded extensions.
  • For customers with a Hybrid setup (like CRM and CPQ working together), only create the objects and fields essential for your specific task. Never copy the entire CRM data model over.
  • This ensures smooth performance by minimizing the amount of data that needs to pass between the systems.
  • Picklists cannot be deleted; they can only be deprecated.
  • OOB picklists cannot be deprecated; OOB dependent picklist entries cannot be deleted.

For more information on extending the data model, see Application Schema Management