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
