For Max users to receive notifications using the Salesforce functionality, you need to set-up notifications. Setting-up notifications is an eight-step process as follows: 

Pre-requisites: 

Download the zip file named “Max Implementation Package.zip” from the link you received from your Conga contact and save it to your local machine.

Ensure that embedded Max is setup in your Salesforce Org. For information on setting up embedded Max, refer to Max Setup on Salesforce.

Updating Named Credential

  1. Go to Setup → Named Credential.

  2. Search for APTSMD_MAX_Connection credential. 
  3. Go to Apex Classes → APTS_getUserDetails class. 
  4. Update it with the latest version of APTSMD-getUserDetails.cls from the downloaded zip files. 

    Updating named credentials step is required only if the credential includes, sendSfdcData in the named credential.  

Adding Max Token Label

  1. Go to Setup → Custom Label.

  2. Click User Interface → Custom Labels. 
  3. Click New. Enter the following values:

    Short DescriptionNameValue
    APTSMD_MAX_TokenAPTSMD_MAX_TokenEnter the connected app ID concatenated with the connected app secret. For information on getting connected app Id, refer to Salesforce Documentation on creating a connect app.
  4. Click Save.

Enabling Notifications

  1. Go to Setup → Custom Notifications. 

  2. Click New. Enter the following values: 

    FieldValues
    Custom Notification NameMaxNotification
    API NameMaxNotification
  3. Select Desktop and Mobile as supported channels. Click Save. 

  4. Under setup column, click Notification Delivery Settings. 
  5. Under Custom Notification Types, find MaxNotification and click Edit from the drop-down menu.

  6. Ensure that all boxes are selected and click Save. 

Adding Custom Notification Flow

  1. Go to Setup → Flows.

  2. Click New Flow. 
  3. Select Autolaunched Flow and click Create. 
  4. Click and drag Action in the main window. 

  5. Select Notifications.

  6. Click on the search bar and Click Send Custom NotificationEdit SendCustom Notification screen appears.

  7. Click edit next to Custom Notification Type ID. 
  8. Click New Resource and create a new resource as follows: 
    1. Select Variable as Resource Type.

    2. Set API name as NotifTypeId.

    3. Select Text as Data Type.

    4. Select Available for Input.

    5. Click Done.
  9. Repeat step 8 for the following: 

    1. Notification Body. Set API name as NotifBody

    2. Notification Title. Set API name as NotifTitle

    3. Recipient IDs. Set API name as NotifRecipients. Note that this variable needs to be a collection, so ensure to check the Allow multiple values checkbox.

    4. Target ID. Set API name as NotifTarget

  10. Connect the Start node to the Action node

  11. Click Save and provide a name for the flow.

  12. After saving, click the Activate button

Creating Apex Classes

Create the following Apex classes using your downloaded zip files.  Ensure that you create the Apex classes in the order mentioned below: 

  1. APTSMD_JITNotificationMaxResponse

  2. APTSMD_NotificationMaxInput

  3. APTSMD_NotificationObject

  4. APTSMD_MaxQueryResponse

  5. APTSMD_JITNotificationInput

  6. APTSMD_SendMaxNotification

  7. APTSMD_ProcessMaxTimedNotification

  8. APTSMD_MaxResolveQuery

Creating Apex Triggers

You need to create two Apex triggers as follows: 

Agreement (Apttus__APTS_Agreement__c)

  1. Go to Setup → Object Manager.
  2. Go to the Agreement object.

  3. Select Triggers. Click New. 

  4. Copy TestAgreementInSignature.tgr from Apex/Notifications from your zip file and paste it. 

  5. Click Save.

Review Cycle (Apttus__ReviewCycle_c)

  1. Go to Setup → Object Manager.
  2. Go to the Review Cycle object.

  3. Select Triggers. Click New. 

  4. Copy ReviewCycleJITTrigger.tgr from Apex/Notifications from your zip file and paste it. 

  5. Click Save. 

Scheduling Flows

  1. Go to Setup → Flows.

  2. Click New Flows.
  3. Select Schedule-Triggered Flow. Click Create.
  4. Click and drag Action onto the main window.
  5. Set Filter By as Type. Click Apex Action.

  6. Click the search bar. Select APTSMD_MaxResolveQuery. 

  7. Enter the following values for each flow:

    Notification Flow

    fieldToSave

    notificationType

    query

    PendingApprovals

    Apttus_Approval__Initial_Submitter__c

    pendingApprovals

    show all the agreement approval requests that were created before yesterday and are assigned

    ReviewCycleInProgress

    CreatedById

    reviewCycleStatus

    pull up review cycles in the last 30 days that are in progress

  8. Connect the Start Node to Action Node. Set the schedule and activate it. 

Creating Custom Object: CongaEvent

  1. Go to Setup → Object Manager → Create.

  2. Enter the following details: 

    FieldDescription
    API NameConga_Event_c
    Singular LabelConga Event
    Deployment StatusDeployed
  3. Create the following fields:

  4. Create a button as follows:


  5. Under Conga Event Layout, add the created fields and buttons. 


Notifications setup is complete. To enable notifications, refer to Notification Control Center.