Note

The Stabilize the Hostname for My Domain URLs in Sandboxes Salesforce Critical Update must be activated. This critical update is turned on automatically after 7/18/2020.
  1. In Setup, use the Quick Find and type in Connected Apps. 
  2. Click Connected Apps. 
  3. Click OrchestrateSetup. 
  4. Select the Edit Policies button.
  5. In the Permitted Users dropdown, select Admin approved users are pre-authorized. 
  6. Select OK to accept the security warning. You will satisfy the requirements in the following steps.
  7. Select Save.
  8. Scroll down the page and select Manage Profiles or Manage Permission Sets (which one you choose is determined by how you want to manage access to Conga Orchestrate). 
  9. Choose the Profile(s) or Permission Set(s) that should have access to Conga Orchestrate.
  10. Click Save.

After configuring the Orchestrate Connected App, follow the steps below to ensure the Remote Site Settings are properly configured for Conga Orchestrate.

  1. In Salesforce Setup, use the Quick Find and type Remote Sites.
  2. Select Remote Site Settings.
  3. Select the Orchestrate Setup Service Remote Site.
    Note: You may have to click Next Page to find and select this Remote Site.
  4. Click Edit.
  5. Ensure that the Active checkbox is checked. 
    • If it is not checked, check the Active checkbox and click Save.