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CPQ for Salesforce

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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)Conga CopilotCPQ 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 Salesforce

Smart Search Setup

Approving your Connected App

Before approving your connected app, you must decide which Oauth policy you would like to have. This policy decides which permitted users can work on Smart Search's admin page. Admin approved users are pre-authorized. You can also authorize other users and for such users, the steps mentioned in Approving your Connected App procedure are mandatory.

Step 1: Managing Profiles for Connected App

  1. Navigate to Setup > Administration setup > Manage Apps > Connected Apps.


  2. Next to the CongaSmartSearch connected app record, click Edit.
  3. Under the OAuth Policies section, in Permitted Users drop-down list, choose Admin Approved Users are Preauthorized and click Save.
  4. Scroll down and search for Profiles section. Click Manage Profiles and select the profiles that you want to give access to the Smart Search App.


  5. Click Save.

Step 2: Approving your Connected App

  1. Navigate to Setup > App Setup > Create > Apps.
  2. Scroll down and search for Connected Apps related list.

    Click your CongaSmartSearch record and save the values of the Consumer Key, Consumer Secret, and Callback URL fields in a text file. You will need these keys to set up the last step for smart search.

  3. Go to your browser URL, paste the following URL and click Enter:

    https:// <login OR test>.salesforce.com/services/oauth2/authorize?response_type=code&client_id=<consumer-key>&redirect_uri=<callback-url>

    Use the correct domain for <login or test>, enter your consumer key and callback URL which you have fetched in the above step in <consumer-key> and <callback-url>.

    Note:

    <callback-url> needs to be encoded.

  4. Click Allow to give permission to your connected app.
  5. You will see the following page, which is the expected behavior of the app. You can now close the browser tab.


Administrator Guide
Salesforce
CPQ

February 5, 2026