Log in to the Conga Platform to access Conga Order Management.

Before you log in to Conga Order Management, make sure you meet the following criteria.

  • You have onboarded your Salesforce org to the Conga Platform.
  • You have administrative privileges.
  • You have Conga Platform login credentials provided by Conga.

To log in to Conga Order Management On the Conga Platform

  1. Click the login URL provided by Conga.
  2. Select the Identity provider (IDP) (Salesforce or Salesforce Sandbox or Conga IDP) based on the environment in which your org has been onboarded. 
    The login page opens.
  3. Enter the username and password, and click Log in. 
    Launch your Conga Experience Page is displayed.
  4. Click the App Launcher () icon from the top-left corner > Revenue Apps or
    Click Revenue Apps on the welcome page. A default Proposals page is displayed.
  5. In the left panel, click the Orders () icon. The Orders page is displayed.

Now that you have logged in, know more About Order Management User Interface.