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Conga Product Documentation

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General

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General Contents

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  • Features by Release

  • Conga Upgrade Program

  • chevron_right

    System Requirements and Supported Platforms Matrix

  • Managed Packages Dependency Matrix

  • Conga Applications in Salesforce Lightning

  • Salesforce Multi-Factor Authentication Support for Conga Commerce

  • chevron_right

    Conga Product Glossary

  • chevron_right

    Conga Upgrade Assistant

  • chevron_right

    Product Retirement Schedule

  • expand_more

    Developer Center

    • chevron_right

      Approvals for Salesforce REST APIs

    • chevron_right

      Billing for Salesforce REST APIs

    • chevron_right

      CLM for Salesforce REST APIs

    • chevron_right

      CPQ for Salesforce REST APIs

    • chevron_right

      Digital Commerce for Salesforce REST APIs

    • expand_more

      Discovery AI for Salesforce REST APIs

      • chevron_right

        Admin Config

      • expand_more

        Conga APIs

        • Get an object's fields

          get
        • Get an object's clauses

          get
        • Get all record types

          get
        • Create a contract object

          post
        • Call the module's post-processing API

          post
        • Upload the original and review documents

          post
        • Get custom contract objects and APIs

          get
        • Set custom contract objects and APIs

          post
        • Register a session in IDD

          post
        • Save user's extraction review data

          post
        • Get a registered session in IDD

          get
      • chevron_right

        Documents

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        Tenant Administration

      • chevron_right

        Config Discovery and Management

      • chevron_right

        Document Analysis

      • chevron_right

        Insight Analysis and Management

    • chevron_right

      Orchestrate REST APIs

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      Partner Commerce for Salesforce REST APIs

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      TurboEngines REST APIs

  1. General
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  3. Developer Center
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  5. Discovery AI for Salesforce REST APIs

list_altShow Contents

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General

Conga APIs

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Set custom contract objects and APIs

post
https://IDD_URL/idd/api/{version}
/{tenantId}/services/customsettings

For custom contract objects (CFS customers only), the administrator must pass the information to IDD. After a contract object is created, the admin may use defining and post-processing APIs for IDD to call.

Request

Security: API Key

Path Parameters

tenantId
string
required

Tenant name

Example:
congasfdc

Query Parameters

instanceurl
string
required

The URL of the org instance

Example:
https://www.conga.com
module
string
required

The source module/application, such as "clm", "cc", or "cfs"

Example:
cfs
userid
string
required

User ID of the logged-in user

Example:
a56392269d970c
username
string
required

Full name of the logged-in user

Example:
Gilad Turbahn

Body

Custom object information

primaryObject
string
required

Name of custom object

Example:
Apttus__APTS_Agreement__c
postProcAPI
string

Type of record

Example:
https://salesforcepostproc.com/apex/run
context
object

Body to pass in with postProcAPI

Responses

200
400
500

OK

Auth
:
Server Variables
:
Parameters
:
:
:
:
:
Body
1
{
2
"primaryObject": "Apttus__APTS_Agreement__c",
3
"postProcAPI": "https://salesforcepostproc.com/apex/run",
4
"context": {
5
"agreementId": "004ake43248"
6
}
7
}
curl --request POST \
--url https://idd_url/idd/api/v2/tenantId/services/customsettings \
--header 'Content-Type: application/json' \
--header 'X-API-Key: 123' \
--data '{
"primaryObject": "Apttus__APTS_Agreement__c",
"postProcAPI": "https://salesforcepostproc.com/apex/run",
"context": {
"agreementId": "004ake43248"
}
}'
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