Integrating Conga with External Systems
Additional steps are required when you choose to integrate CPQ on Salesforce with external applications, customer portals, or other critical business systems. Because CPQ Web Services are hosted on Salesforce, you should familiarize yourself with the Salesforce SOAP API and processes surrounding integration and best practices detailed here: https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_quickstart_intro.htm
Best Practices
It is recommended that you work with Professional Services to design and implement your integration. Use this documentation for basic integration steps and to reference CPQ Web Service calls.
The following basic steps are required to get started using the CPQ Web Services API.
- Generate the Enterprise or Partner WSDL – Integration with data stored in Salesforce requires you to first point your browser to the Salesforce Enterprise or Partner WSDL. This WSDL is generally provided by Professional Services. Refer to Salesforce Documentation for complete instructions on generating the Web Service WSDL.
- Generate the Web Services WSDL – After you have connected to Web Service, go to your organization and download the WSDL for the appropriate Web Service (CPQ Web Service, Batch Update, Proposal Web Service, and so on).
- Import the WSDL Files Into Your Development Platform – After you have generated the WSDL files, you can import them into your development platform. Conga does not provide instructions for the import process. Refer to Salesforce documentation or documentation related to your development platform.
- Connect to Conga – Before you can begin using CPQ Web Services, you must first authenticate to Conga using the login() API.
