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Discovery AI for Salesforce

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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)Conga CopilotCPQ 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 NotesGeneral

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Discovery AI for Salesforce

Setting Up Discovery AI

Migration Manager

When you have completed setup and have tested your configuration on a test or development server, you will need to migrate your data to a new tenant, such as a production server. The Migration Manager facilitates such data and configuration migrations.

Migrating Data

  • Object definitions, including CLM custom table objects, have been replicated.

  • Custom fields added to the agreement and related objects have been replicated.

  • The Clause Library has been migrated.

  • DataSync object mappings have been carried over.

Note: Provision maps that were previously migrated and already defined for the org and schema will be imported.
Migration Manager integrates with your origin and destination environments enabling imports and exports. This section explains the end-to-end Migration Manager flow.
Open the Migration Configuration admin page.
  1. Log into the org and environment you will export data from.
  2. From Conga Start, click Admin Console > Object Data Explorer.
  3. Enter Migration Configuration in the search bar and click the resulting tab.
    The Migration Configuration page opens.
  4. Click Add to create a new configuration, providing:

    • Name: Provide a meaningful name for the export ZIP package. You will use this name in the export step

    • Configuration Group: Select DAI
    • Configuration Type: Choose one of:
      • AdminSettings (to migrate all worksheets, custom provisions, and provision maps)

      • CustomProvision (to migrate only custom provisions)

      • ProvisionMaps (to migrate worksheets and provision maps only)

    Tip: The Configuration Json field also accepts non-JSON-formatted information (CSV, for example).
Export the zipped file.
  1. From Conga Start, click the app launcher icon () and select Migration Manager > Import/Export.
  2. Find the configuration you created in step 4.
  3. Click the More icon () next to the configuration name and select Export from the drop-down menu.
    The export runs asynchronously in the background.
Check the export status.
  1. Click Status in the left navigation pane.

    Possible statuses are:

    • In Progress: Export is ongoing.

    • Download: Export is complete and the Zip file is ready.

    • Failed: Export has failed.

  2. When your file reaches the Download state, click the Download icon () to download the Zip file locally.
Import a Zip file.
  1. Log into the destination org.
  2. Click Import from the Import/Export page.
  3. Upload the Zip file you downloaded in step 9.
    The import runs asynchronously.
Conga
Discovery AI

August 18, 2025