Conga Product Documentation

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Creating a Connected App

  1. Navigate to Setup > App Setup > Create > Apps.
  2. Scroll down and search for Connected Apps related list. Click New to create a new app.
  3. Enter the basic information, Connected App Name and API Name as Conga SmartSearch.
  4. In the API (Enable OAuth Settings) section, select Enable OAuth Settings checkbox.
  5. In the Callback URL, enter https://<login OR test> .salesforce.com/services/authcallback/ <org-id> /CongaSmartSearch

    In <login OR test> enter login or test depending on your environment. In <org-id>, enter your org ID.

  6. Select the Use digital signatures check box. Choose the file from generated certificate.
  7. For Selected OAuth Scopes, select the following:
    • Access and manage your data (api)
    • Access and manage your Chatter data (chatter_api)
    • Perform requests on your behalf at any time (refresh_token, offline_access)
  8. Click Save.