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Discovery AI for Advantage Platform

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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 SearchTest AuthorTurboEnginesX-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 Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

Conga Product Documentation

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Discovery AI for Advantage Platform

Discovery AI Setup

CLM Data Sync

Discovery AI on the Advantage Platform can interoperate with documents and data stored in Salesforce's cloud.

To set up CLM data sync with Salesforce, follow the instructions in Managing Data Sync.

Note:

Owing to Salesforce limitations, you cannot reverse-sync tables extracted to Salesforce except for agreement line-item tables.

Setting Up CLM Forward Data Sync

Discovery AI on the Advantage Platform can interoperate with documents and data stored in Salesforce's cloud. Establishing this link requires configuration to both your Salesforce org and Advantage Platform.

To set up CLM data sync from Salesforce, follow the Data Sync section of Conga Advantage Platform for Administrators.

Setting Up CLM Reverse Data Sync

You have established an identity provision (IdP) service as described in Setting Up CLM Reverse Data Sync .

Reverse data sync writes data from the Advantage Platform to Salesforce.

Discovery AI on the Advantage Platform can interoperate with documents and data stored in Salesforce's cloud.

To set up CLM data sync with Salesforce, follow the instructions in Data Sync.

Note:

Owing to Salesforce limitations, you cannot reverse-sync custom objects mapped to tables (except those mapped to agreement line-item tables) to Salesforce.

Discovery AI can copy custom tables back to Salesforce, but not using reverse sync.

  1. From Conga Start, open Admin Console > Organization > Conga API Connections.
  2. Click Add API-to-API Connection.
  3. Select the external identifier you created in Setting Up CLM Reverse Data Sync and enter a client name. You may also enter a description. Click Save and Generate Client Secret.
    A client ID and secret are returned.
    CAUTION:

    Copy and store these safely and securely. You will not get a second chance to copy them. If they are compromised, you may be at risk of service theft.

    If you click Cancel, you will lose this data and you may not be able to re-establish a key using your identity.

  4. Open the Admin Console and click the Data Sync tile.
  5. Click the More () icon at top right, and then select Settings from the drop-down menu.
    The Settings page is displayed.
  6. Configure the Salesforce Settings, Platform Settings, Email Notification Settings, and Custom Settings, accessing each tab in turn.
    1. Configuring the Salesforce Settings
    2. Configuring the Platform Settings
    3. Configuring Email Notification Settings
    4. Custom Settings
Administrator Guide
Contract Intelligence
Discovery AI

May 6, 2026