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CPQ for Salesforce

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Conga Product Documentation

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CPQ for Salesforce

Configuring Conga Platform

Managing External Integrations and Conga API Connections

The External Integration tab allows administrators to view and manage users authorized through external organizations. You can add one or more external integrations; however, you can make only one as a default IDP.

Managing External Integrations and Conga API Connections

The External Integration tab allows administrators to view and manage users authorized through external organizations. You can add one or more external integrations; however, you can make only one as a default IDP.
  1. Log in to the Conga Platform as an admin user.
    A Conga Platform welcome page is displayed.
  2. Click the Admin Console tile.
    A Platform Administration page is displayed.
  3. Click Organization.
  4. Open the External Integrations tab and click Add New, raising the Add New External Integration screen.
  5. Choose Identity Provider (Salesforce or Salesforce Sandbox) from the drop-down list and click Authorize, to open the selected IDP's login screen.
  6. Log in with your onboarded Salesforce org credentials. If you get any access-related prompts during this process, please allow full access.

    When you log in, the selected identity provider's external identifier auto-populates the External ID field.

  7. Enter the type of this integration in the Type text field. It is a free-form text field. You can add types such as Dev, QA, UAT, Prod, etc.
  8. Add the description.
  9. Enable the Default IDP toggle to make it a Default External Integration IDP.
  10. Click Save.

To configure an API to API connection

You must establish an API-to-API connection between your Salesforce org and Conga Platform. This connection ensures seamless communication and data exchange between your Salesforce org and Conga Platform.

  1. Login to the Conga Platform as an Admin User.
  2. Click the App Launcher () icon from the top-left corner > Admin Console > Organization.
  3. Go to the Conga API Connections tab.
  4. Open the Conga API Connections tab and click Add API-to-API Connection.
  5. Enter values in the following fields:

    Field

    Description

    External Integration

    Select the respective External Integration for which you want to configure the connection.

    Client Name

    Enter the client's name.

    Description

    Enter the appropriate description.

  6. Click Save & Generate Client Secret to generate the Client ID.
  7. Click Copy next to Client ID and Client Secret.
  8. Save them for future use. Use these details when configuring a new auth. provider.

To configure UI to API connection

  1. Login to the Conga Platform as an Admin User.
  2. Click the App Launcher () icon from the top-left corner > Admin Console > Organization.
  3. Go to the Conga API Connections tab.
  4. Click Add UI To API Connection.
  5. Enter values in the following fields:

    Field

    Description

    External Identifier

    Select your Salesforce org ID for which you want to configure the connection. The external identifier list is populated based on the External Integration that you added. For more information, see External Integrations.

    Client Name

    Enter the client name.

    Description

    Enter the appropriate description.

    Redirect URI

    Enter the UI Callback Endpoint (URI of the RLPCart page). It is the site to which identification and access tokens are sent.

    Note:

    You can also include comma-separated fully qualified multiple URLs if required.

    Cors Origins

    Enter the Domain Name present in the callback endpoint. It is the base URL of the origin server to enable cross site request.

    For example:

  6. Leave other fields blank.
  7. Click Save & Generation Client ID to generate the Client ID.
  8. Copy the Client ID. Use this client Id as a SPAClientId while creating a new admin setting as part of Salesforce confgurations.

The UI to API connection is configured and activated.

You can Deactivate or Reactivate any of the Conga API Connections by using the respective hyperlink under the Actions column. Update the configuration by clicking the External Identifier hyperlink on the list page.

Next Step: Adding a New User

June 5, 2025