Conga Sign integrates with your Salesforce org using the login credentials of a user of your choice. This integration is done through an OAuth connection. The specific user connecting with OAuth should have the necessary permissions for Conga Sign and sufficient permissions to modify records in Salesforce.

To connect to Conga Sign with OAuth

  1. Log in to Salesforce as the designated user.
  2. Click the Conga Sign Setup tab.

  3. Click Connect in the Connect with OAuth section. 

    You must select a Conga Sign Processing Region before clicking Connect to connect with OAuth.

  4. Click Allow.

After successfully connecting, the Status field will display as "Connected" and show the specific Conga Sign Processing region your Salesforce org is connected to.