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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)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

Conga Product Documentation

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Order Management for Salesforce

Setting Up Customer Purchase Orders

Setting Up Purchase Order Admin

Administrators are responsible for setting up Order Management to allow users to create Enrichment and Validation rules for Customer Purchase Orders. Enrichment and Validation rules are created using the Purchase Order Admin (PO Admin) angular user interface. The PO Admin UI provides a step-by-step wizard that allows you to create Data Enrichment and Validation Rulesets which contain one or more Data Validation and/or Data Enrichment rules. For more information on Enrichment and Validation rules, refer to Managing CPO Validation and Enrichment Rules in the Order Management for Users.

To create a tab for managing Customer Purchase Order Enrichment and Validation rules

  1. Log in to your Salesforce org.
  2. Go to Setup > Tabs.
  3. Under Visualforce, click New.
  4. Click the Visualforce Page drop-down and select PO Admin.
  5. Enter a label for the tab (for example, "PO Admin").
  6. Press tab to autofill the tab API name.
  7. (Optional) Choose a tab style.


  8. Click Next.
  9. Select tab visibility for profiles and click Next.
  10. Select which apps will have access to this tab and click Save.

To configure the Enrichment/Validation object for Customer Purchase Orders

  1. Go to Setup > Objects > Data Enrichment/Validation Ruleset (in Lightning, Setup > Object Manager > Data Enrichment/Validation Ruleset).
  2. Go to Fields & Relationships > Source Data Object.
  3. Ignore the initial picklist values. Click New and enter the following with the correct namespace: Conga_Proposal__Proposal__c, Conga_Proposal__Proposal_Line_Item__c, Conga__APTS_Agreement__c, Apttus__AgreementLineItem__c, Conga_Config2__Order__c, Conga_Config2__OrderLineItem__c. Click Save.
  4. Go to Fields & Relationships > Target Object to Validate.
  5. Ignore the initial picklist values. Click New and enter the following with the correct namespace: Conga_Config2__CustomerPurchaseOrder__c, Apttus_Config2__CustomerPOItem__c. Click Save.
  6. Go to Fields & Relationships > Target Object Parent.
  7. Ignore the initial picklist values. Click New and enter the following with the correct namespace: Conga_Config2__CustomerPurchaseOrder__c, Apttus_Config2__CustomerPOItem__c. Click Save.
Administrator Guide
Order Management

December 16, 2024