home

CPQ for Salesforce

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)CPQ 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 SearchTurboEnginesX-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 ManagerRelease NotesGeneral
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)CPQ 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 SearchTurboEnginesX-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 ManagerRelease NotesGeneral

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

Show Page Sections

CPQ for Salesforce

Setting Up Salesforce Org with Conga Platform

download

Tenant Onboarding

This topic outlines all the necessary steps for tenant onboarding. Both the Conga CloudOps team and customer admin are involved in this process.

Prerequisites

You have provided the following information to your Conga support representative:

  • Your 18-digit Salesforce org ID.
  • The administrator's first name, last name, and email ID.
  • Your Salesforce org domain name. To view the domain details of your Salesforce org, go to Setup > enter my domain in the Quick Find box and click My Domain.

To onboard a tenant

Generally, your Conga support representative will log a tenant onboarding request with the following details.

  • Salesforce org and admin details:
    • Salesforce org ID, the Admin User's first name, last name, and email ID.

On successful onboarding, the admin user receives a confirmation email containing Conga Org details, Conga IDP login credentials, and a one-time password.

To change the password

  1. Click the Login URL (Go to URL) in the welcome email.
  2. Enter the username and password (Password for first-time login) in the welcome email.
  3. Click Sign-in and follow the on-screen instructions to change the password.

After changing the password, you must configure the external integrations and Conga API connections (API to API connection and UI to API connection) in the Conga platform and generate the client ID and client secret, which you will later use to formulate the client ID and client secret when configuring an auth.provider and SPAClient ID when creating a new admin setting.

To configure the external integration

The External Integration tab allows administrators to view and manage users authorized through external organizations. You can add one or more external integrations; but, 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. On the Organization page, click the Conga API Connections tab and Add API-to-API Connection.
  2. Enter values in the following fields:

    Field

    Description

    External Integration

    Select the respective External Identifier for which you want to configure the connection. The external identifier list is populated based on the External Integrations you added on the External Integrations page.

    Client Name

    Enter the client's name.

    Description

    Enter the appropriate description.
  3. Click Save & Generate Client Secret to generate the Client ID.
  4. Click Copy next to Client ID and Client Secret. Use these details when configuring a new auth. provider.

To configure UI to API connection

  1. On the Organization page, click the Conga API Connections tab and Add UI-to-API Connection.
  2. Enter values in the following fields:

    Field

    Description

    External Identifier

    Select the respective External Integration for which you want to configure the connection. The external identifier list is populated based on the external integrations that you added on the External Integrations page.

    Client Name

    Enter the client name.

    Description

    Enter the appropriate description.

    Redirect URI

    Enter the following RLP cart page URI.

    • https://<CustomerOrgDomainName>--conga-ccpq.vf.force.com/apex/RLPCart
    Note:

    Ensure the <CustomerOrgDomainName> name is replaced with the actual org domain name. To view the domain details of your Salesforce org, go to Setup > enter my domain in the Quick Find box and click My Domain.

    Cors Origins

    Enter your Salesforce org's base URL.

    • https://<CustomerOrgDomainName>.my.salesforce.com
    Note:

    Ensure the <CustomerOrgDomainName> name is replaced with the actual org domain name.

    Back Channel Logout URI

    Leave the field blank.

    Front Channel Logout URI

    Leave the field blank.
  3. Click Save & Generate Client Secret to generate the Client ID.
  4. Click Copy next to the Client ID. This is your SPA Client ID, and use it when Creating a New Admin Setting.

Configuring the Salesforce Org

Administrator Guide
Conga
Salesforce
CPQ

February 24, 2025