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Discovery AI for Salesforce

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Adobe Sign ServicesAiMeAdvantage Platform AdministrationAgreementsApprovals 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)Contribution Management SystemCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery 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 SalesforcePrice ManagementPrice OptimizationPricing Solution SuiteQuote GenerationReal Time Pricing EngineSign for Advantage PlatformSign for SalesforceSmart CPQSmart SearchSubscriptionsTest AuthorTransportation and LogisticsTurboEnginesX-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 Excel for SalesforceX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

Conga Product Documentation

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Discovery AI for Salesforce

Setting Up Discovery AI

Setting Up 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.

  1. On Platform> Admin Console > Organization > External Integrations, click the Conga API Connections tab.
  2. Click the External Integrations tab.
  3. Select the identity provider and log in when prompted. Logging in populates the External ID field.
  4. Enter the key type. You may also enter a description and email domain for the key. You may also activate the Default IDP toggle.
  5. Click the Conga API Connections tab.
  6. Click Add API-to-API Connection.
  7. Select the external identifier you created in steps 3–4 and enter a client name. You may also enter a description. Click Save and Generate Client Secret.
  8. 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.

  9. Return to the Admin Console. Click Data Sync, then select Settings from the More () menu.
  10. Set up the Salesforce, Platform, Email, and Custom Settings.
  11. Go back to the Admin Console and set up provisions, fields, and data as described in this document.
  12. Enable Reverse Sync for four objects and all of their fields
    1. Agreement
    2. Related Agreement
    3. Agreement Clause
    4. Agreement Insight
    Note:

    Enable reverse sync for all of this object's fields.

  13. Exceptions:
    • Agreement > Contract Number field
    • AgreementClause > Version ID, DiffText
    • Agreement Insight > RatingIconPath
Discovery

January 29, 2025