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CPQ for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationAgreementsAiMeApprovals 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)Contribution Management SystemCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery 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 SalesforcePrice ManagementPrice OptimizationPricing Solution SuiteQuote GenerationReal Time Pricing EngineSign for Advantage PlatformSign for SalesforceSmart CPQSmart SearchSubscriptionsTest 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 Excel for Advantage PlatformX-Author for Excel for SalesforceX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerConga Tech Pubs PlaygroundRelease NotesGeneralDocs by Release

Conga Product Documentation

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CPQ for Salesforce

Setting Up Conga Quote Agent

Creating Admin Entries for Agentforce

  • The Conga Quote Agent is created, committed, and activated.
  • Agent access is granted through the Conga Max Permission Set (AF) permission set.
  • Salesforce administrator permissions are available.
  • Conga CPQ is configured and operational in Salesforce.

A total of five entries must be created for Agentforce. Each entry pairs a name with a JSON payload in the Code field. The payload names a base object, the fields to read from it, and the child relationships to traverse.

For the name and JSON payload of each entry, see Agentforce Admin Entries.

Note: The JSON values are samples. You can use them as provided or modify them as needed.
  1. Click App Launcher and navigate to Admin.
  2. Click New to create a new admin entry.
  3. Enter the entry name in the Name field.

    Use the names listed in Agentforce Admin Entries, starting with GetCartSummaryForAgentForce.

  4. Populate the Code field with the JSON payload for that entry.
  5. Click Save & New.

    Repeat steps 3 through 5 for each of the remaining entries.

  6. After entering the fifth entry, GetLineItemsForAgentForce, click Save.

All five admin entries are created. The Conga Quote Agent returns the configured fields and child records when users request cart summaries, quote metadata, favorite comparisons, quote comparisons, and line item details.

September 30, 2026