Packages

The following packages and dependent packages are required to upgrade to this release to utilize all the new features of this release. These are the minimum required versions; later versions are also supported. Separate prerequisites for each feature can be found in the respective guides. The packages marked as (New) are new packages in this release.

Merge Service Release Configuration

By default, your production org references the General Availability (GA) version of Merge Service. If you had previously configured Merge Service for preview, you must change the settings to use the GA version. All Merge Service implementations must have the Comply System properties. You must configure Proposal System properties to use Proposal Management.

Use the following URLs to configure Merge Service:

• Merge Webservice Endpoint: https://merge.congacloud.com/cgi-bin/MergeServer/Bin/mmcgi.exe
• Remote Site: https://merge.congacloud.com

The following configurations allow you to change your Merge Service or Remote Site settings:

To change your Merge Service setting for Comply System Properties

1. Go to Setup > App Setup > Develop > Custom Settings.
2. Click Manage for Comply System Properties.
3. Click System Properties to raise the Merge Webservice Endpoint setting.
4. Set the merge webservice endpoint to the URL listed above or to another URL provided by Conga and click Save.

To change your Merge Service setting for Proposal System Properties

1. Go to Setup > App Setup > Develop > Custom Settings.
2. Click Manage for Proposal System Properties.
3. Click System Properties to raise the Merge Service Endpoint setting.
4. Set the merge webservice endpoint to the URL listed above or to another URL provided by Conga and click Save.

To change your remote site settings

1. Go to Setup > Security Controls > Remote Site Settings
2. Click Edit for ApttusMergeServer.
3. Enter the URL listed above, or the URL Conga provides you in the Remote Site URL field and click Save.
4. Click Save.

New Features and Enhancements

The following feature is new to Merge Service in this release.

Enhanced Authentication Support for Salesforce Integration

Replaced direct Salesforce session ID usage with OAuth-based authentication in the Merge Service.

The service now supports three authentication methods to improve flexibility and security:

• Username/Password Authentication – Uses Salesforce login to generate a session ID and server URL, which are then applied to the session header.
• JWT Authentication – When the IsJWTFlow flag is set to true, the service generates a JWT token, retrieves the access token and instance URL, validates the request using HMAC (via signature and timestamp parameters), and configures the session header.
• Session ID Authentication – As a fallback, if no other method applies, an existing Salesforce session ID can still be used to establish the session header.

Fixed Issues

The following table lists the issues fixed in this release. If any actions are required, they will be listed in this table.

Known Issues

There are no known issues in this release.

DOC ID: MSJUN25PRN250908