Enabling Sign for Advantage Platform for Contracts for Salesforce
You have purchased both Contracts for Salesforce in addition to Sign for Advantage Platform.
- Login to your Salesforce environment where Contracts for Salesforce has been installed.
- Go to CLM Setup.
- Go to ESign Options > Conga Sign 2.0.
- Click Conga Sign 2.0 Auto-Configurator.
- Under the Conga Sign 2.0 Config Options section, click Setup Data Connection.
- You are redirected to the Conga Advantage Platform. Click Data Sync Connections.
- In the Data Sync Settings, click Connect next to the Salesforce Org you want to connect you. This should be the Org with your installation of Contracts for Salesforce.
