Conga Product Documentation

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Configure Reverse Sync

When you create a quote in Salesforce and performs product configurations on the Conga platform, the configuration details are expected to sync back (reverse sync) to Salesforce. You require specific permissions on the following objects and which ever objects that you want to sync to ensure the reverse sync completes successfully. For more information, see Data Sync.

  • DataSyncFailedRecordsInfo
  • DataSyncScheduleInfo
  • FailedEmailTemplate
  • FieldMappingInfo
  • ObjectMappingInfo
  • PlatformToExternalIdMapper
  • RunHistoryInfo
  • RunInfo
  • ValidationInfo
  • ValueTransformationInfo

For the objects ObjectMappingInfo and FeildMappingInfo, the CPQ user should have atlease View All permission unless they wanted to update any mappings.