Integrating Conga with External Systems
Additional steps are required when you choose to integrate Order Management on Salesforce with external applications, customer portals, or other critical business systems. Because Order Management Web Services are hosted on Salesforce, you should familiarize yourself with the Salesforce SOAP API and processes surrounding integration and best practices detailed here: https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_quickstart_intro.htm
Best Practices
Conga recommends that you work with Conga Professional Services to design and implement your integration. Use this documentation for basic integration steps and to reference Order Management Web Service calls.
The following basic steps are required to get started using the Conga Order Management Web Services API.
- Generate the Enterprise or Partner WSDL – Integration with data stored in Salesforce requires you to first point your browser to the Salesforce Enterprise or Partner WSDL. This WSDL is generally provided by Conga Professional Services. Refer to Salesforce Documentation for complete instructions on generating the Web Service WSDL.
- Generate the Conga Web Services WSDL – After you have connected to Conga Web Service, go to your organization and download the WSDL for the appropriate Web Service (Order Management Web Service, Batch Update, Proposal Web Service, and so on).
- Import the WSDL Files Into Your Development Platform – After you have generated the WSDL files, you can import them into your development platform. Conga does not provide instructions for the import process. Refer to Salesforce documentation or documentation related to your development platform.
- Connect to Conga – Before you can begin using Order Management Web Services, you must first authenticate to Conga using the login() API.
Generating the Conga Web Services WSDL
Before you can import Conga SOAP Web Service into your development or testing platform, you must generate and download the Conga WSDL for the appropriate Web Service.
The example provided here uses SoapUI.
There a known bug in the WSDL Generator on Salesforce that does not include several field types, so it is recommended to update the WSDL file after you have generated it but before importing it into your development platform. You can find the details for any workaround tasks here:
- https://success.salesforce.com/issues_view?id=a1p3A000000eatxQAA&title=generated-wsdl-for-apex-webservices-is-malformed
- https://success.salesforce.com/issues_view?id=a1p300000008XKUAA2
When updating generated WSDL, make sure that the target namespace for any schema you add points to the correct Web Service (for example, schemas/class/Conga_QPConfig/QPConfigWebService). If you are still having trouble, please ask Conga Professional Services for a modified WSDL for the Web Services you are using.
To generate the Conga Web Services WSDL
Connecting to Conga
After you have downloaded the Enterprise or Partner WSDL, call the login() method to obtain a session ID from your org that you can use when calling Order Management Web Services. After authenticating, you can use the same session ID until it either expires or your logout or login again.
The example provided here uses SoapUI, an API testing tool which can be downloaded for free here: https://www.soapui.org/.
Prerequisite: To authenticate with Conga, please make sure to have your production or test org credentials on hand (username and password).