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Order Management 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)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

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Order Management for Salesforce

Before You Begin

Logging Into Order Management

Log in to your Salesforce.com org to access Conga Order Management.

Note:

Do not use the Back button on your browser when using Order Management.

Before logging in to Order Management, make sure you meet the following criteria:

  • You have installed all required Order Management packages (included Conga CPQ packages, and packages for other integrated Conga applications).
  • You have administrative privileges.
  • You have login credentials provided by Conga.

To log in to Order Management

  1. Go to https://salesforce.com/.
    Or

    If your organization is using a sandbox or test environment to access Conga Order Management (for example, if you are doing user acceptance testing), go to https://test.salesforce.com/ instead.

  2. From the toolbar at the top of the page, click Login.
    The login page opens.
  3. Enter your user name and password, and click Log in.
  4. Navigate to the Conga Order Management:
    • In Salesforce Classic: Click the App Menu and select Conga Order Management.
    • In Salesforce Lightning Experience: Click the App Launcher and select Conga Order Management.
Administrator Guide
Order Management

January 8, 2025