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Conga Product Documentation

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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

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      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

      • chevron_right

        Conga APIs

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        Documents

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        Tenant Administration

      • chevron_right

        Config Discovery and Management

      • chevron_right

        Document Analysis

      • expand_more

        Insight Analysis and Management

        • Validate the insights criteria

          post

        • Get insight maps

          get

        • Create insight maps

          post

        • Delete insight maps

          delete

        • Get an org's registration status

          get

        • Onboard a new org to the Insights feature

          post

        • Delete a user from Insights

          delete

        • Analyze an object's insights score

          post

        • Retrieve IDD insights extraction table data

          get

        • Update IDD insights extraction table data

          post

        • Delete from the IDD insights extraction table

          delete

        • Update the IDD insights extraction table

          patch

        • Retrieve saved risk scale

          get

        • Set the risk scoring scale

          post

        • Delete saved risk scale

          delete

        • Retrieve supported risk scale details

          get
    • chevron_right

      Orchestrate REST APIs

    • chevron_right

      Partner Commerce for Salesforce REST APIs

    • chevron_right

      TurboEngines REST APIs

    list_altShow Contents

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    General

    Insight Analysis and Management

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    download

    Retrieve supported risk scale details

    get
    https://IDD_URL/idd/api/{version}
    /{tenantId}/insights/scaleinfo

    Fetches supported risk scale details, including levels, icons, supportedObjects, insightTypes, and scaleTypes.

    Request

    Security: API Key

    Path Parameters

    tenantId
    string
    required

    Tenant name

    Example:
    congasfdc

    Query Parameters

    instanceurl
    string
    required

    Instance URL of the org

    Examples:
    https://max1.my.salesforce.com
    userid
    string
    required

    User ID of the logged-in user

    Examples:
    0054T000000dqllQAA
    username
    string
    required

    Full name of the logged-in user

    Examples:
    Gilad Turbahn

    Responses

    200
    400
    404

    OK

    Body

    responses
    /
    200
    levels
    array[string]
    Example:
    ["Low Risk","Moderate Risk","High Risk"]
    icons
    array[object]
    name
    string
    Example:
    Circle
    path
    string

    URL to icon image

    Example:
    https://www.path-to-icon/circle.png
    supportedObjects
    array[object]
    label
    string
    Example:
    Agreement
    value
    string
    Example:
    Apttus__APTS_Agreement__c
    type
    string
    Example:
    metaData
    insightTypes
    array[object]
    label
    string
    Example:
    Risk
    value
    string
    Example:
    Risk
    scaleTypes
    array[object]
    label
    string
    Example:
    Individual Risk
    value
    string
    Example:
    IndividualRisk
    Auth
    :
    Server Variables
    :
    Parameters
    :
    :
    :
    :
    curl --request GET \
      --url 'https://idd_url/idd/api/v2/tenantId/insights/scaleinfo?userid=0054T000000dqllQAA&username=Gilad+Turbahn&instanceurl=https%3A%2F%2Fmax1.my.salesforce.com' \
      --header 'Accept: application/json' \
      --header 'X-API-Key: 123'
    Response Example
    1
    {
    2
      "levels": [
    3
        "Low Risk",
    4
        "Moderate Risk",
    5
        "High Risk"
    6
      ],
    7
      "icons": [
    8
        {
    9
          "name": "Circle",
    10
          "path": "https://www.path-to-icon/circle.png"
    11
        },
    12
        {
    13
          "name": "Rhombhus",
    14
          "path": "https://www.path-to-icon/rhombhus.png"
    15
        }
    16
      ],
    17
      "supportedObjects": [
    18
        {
    19
          "label": "Extracted Data",
    20
          "value": "ExtractedData",
    21
          "type": "ExtractedData"
    22
        },
    23
        {
    24
          "label": "Agreement",
    25
          "value": "Apttus__APTS_Agreement__c",
    26
          "type": "metaData"
    27
        },
    28
        {
    29
          "label": "Smart Search",
    30
          "value": "SmartSearch",
    31
          "type": "ContentVersion"
    32
        }
    33
      ],
    34
      "insightTypes": [
    35
        {
    36
          "label": "Risk",
    37
          "value": "Risk"
    38
        }
    39
      ],
    40
      "scaleTypes": [
    41
        {
    42
          "label": "Individual Risk",
    43
          "value": "IndividualRisk"
    44
        }
    45
      ]
    46
    }
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