Getting Started
This section details the steps needed to integrate SPOM within your Salesforce Classic org. Before beginning the setup, ensure that all prerequisites are met, including appropriate user permissions and installation of the necessary managed packages. The document walks you through creating the self‑signed certificate used for JWT signing, followed by configuring the External Credential and Named Credential that enable secure communication between Salesforce and SPOM services. Some custom settings need to be enabled in Config System Properties to view the data on the cart page.
You have the System Administrator profile or have the right permissions to do the configurations mentioned in the guide.
Correct version of Conga Configuration and Pricing (Apttus_Config2) Package is installed.
Latest version of Conga SPOM Integration (cnga_spom) Package is installed.
- You have the following details from SPOM environment:
- Token Endpoint URL
- Base URL of the API Endpoints
- Issuer (iss)
- Subject (sub)
- Audience (aud)
- Scope values (if required)
| Order | Task | Topic link |
|---|---|---|
| 1 | Create a self-signed certificate or use the CA-signed certificate | Creating a Certificate |
| 2 | Configure Named credentials | Configuring Named Credentials |
| 3 | Configure External credentials | Configuring External Credentials |
| 4 | Grant access to external credentials | Granting Access to External Credential Principal |
| 5 | Enable SPOM settings | Enabling SPOM Settings |