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CPQ for Salesforce

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Conga Product Documentation

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CPQ for Salesforce

Configuring Conga Platform

Use Case: Running DataSync for the Product Object

  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 DataSync.
    The Mapped Objects for Data Sync page appears.
  4. On the Data Sync user interface, click the More () icon > click Disable All. A confirmation pop-up is displayed. Click Yes.
  5. Turn on the Is Enabled? option next to the Product object.
  6. Click Sync Now.

    Field

    Description

    Sync Type

    Select the synchronization method that suits your needs:

    • Full: Resyncs all records, including previously synced ones. Select if you are running data sync for the first time on the product object. Otherwise, select Incremental.
    • Incremental: Syncs only new records or those not on the Conga Platform yet.

    Sync Attribute Data

    Enable this toggle to sync attribute data (which may include fields, metadata, or additional information) associated with the object.

    Note:

    The system displays a validation alert if the entered Salesforce and Platform Settings information is invalid.

  7. Click OK.
    The data sync process begins and you are redirected to the Run History tab, where you can view sync details and any associated errors.
  8. You can verify the sync status by clicking on the pipeline ID in the run history tab. If the data sync fails, click the Errors button to download the error report.
  9. Follow the same procedure for other required master objects.

A successful data sync for all master objects indicates your Salesforce organization is connected to the Conga Platform.

Configuring Revenue Admin Application Settings
Administrator Guide
Conga
Salesforce
CPQ

September 30, 2025