Preparing Tenant Information

Your provisioning request for TurboConfig or TurboPricing must include specific information related to your tenant. Before your org can be provisioned, you must gather the required information and provide it to Conga Technical Support. What information must be collected will differ depending on the service you are provisioning.

Note:

Configure a Connected App to use with TurboEngines before collecting the information described in this topic.

Refer to the following table for all required pre-provisioning information:

Note:

While implementing TurboPricing, any Id (15-character Id) that is returned from Salesforce is converted to an 18-character Id for the proper functioning of TurboPricing.


Configuration	Required for Service	Description
OrgId	TurboConfig, TurboPricing	This is the Salesforce Organization ID of the org to be provisioned for TurboEngine service. To locate your Organization ID: Log in to the org to be provisioned. Go to Setup > Company Profile > Company Information > Salesforce.com Organization ID. Copy the 15-character ID (to be converted into 18 characters). You can add any random characters to the Org ID for conversion. For example, TenantId = 00d3i000000qn7xAAA
Tier	TurboConfig, TurboPricing	The Tier (Gold, Silver, and Bronze) to be provisioned. If no tier is provided, then Bronze is selected by default.
Org Type	TurboConfig, TurboPricing	Org type to be provisioned (sandbox or production)
Tenant Name	TurboPricing, TurboConfig	The one-word tenant name used for the tenant endpoint (for example, customername-sandbox)
Consumer Key	TurboConfig, TurboPricing	The consumer key ( `client-id` in OAuth 2.0) generated from your Connected App. Refer to Creating a Connected App.
Consumer Secret	TurboConfig, TurboPricing	The secret key (`client-secret` in OAuth 2.0) generated from your Connected App. Refer to Creating a Connected App. This is not required if you have enabled the JWT authorization.
Salesforce User Name	TurboConfig, TurboPricing	Admin username for the org to be provisioned with read/write access to Conga CPQ (used by Conga Technical Support for verifying settings)
Salesforce Password	TurboConfig, TurboPricing	Password for the Salesforce admin user. This is not required if you have enabled the JWT authorization.
Authority	TurboPricing	The URL used to verify session Id for TurboPricing (login.salesforce.com, test.salesforce.com, or a custom Salesforce domain)
InstanceURL	TurboPricing	The URL is given by the UI after logging into the org to be provisioned (for example, customerturbo.my.salesforce.com)
OAuthTokenURL	TurboConfig	Salesforce token endpoint URL (this will be login.salesforce.com or test.salesforce.com, depending on your Org Type)
Contact Email	TurboConfig, TurboPricing	The email to send the notifications on the successful provision.
Data Volume Settings	TurboConfig, TurboPricing	Provide the following entity information to Cloud Ops to perform the sizing accordingly. Refer to Data Volume Settings for Tenant Onboarding. Estimated Total Number of Search Filters Estimated Total Number of Asset Line Items Estimated Total Number of Deal Guidance Rules Estimated Total Number of Price Rules Estimated Total Number of Price List Items Estimated Total Number of Price Matrixes Estimated Total Number of Products (count of product records in product2 object)
Activate Multiple Currencies	TurboPricing	Verify if the Activate Multiple Currencies option is selected for an org. If the option is selected, add `"MultipleCurrenciesEnabled": true` in the tenant configuration file with the help of DevOps/CloudOps, If the option is not selected, add `"MultipleCurrenciesEnabled": false` in the tenant configuration file with the help of DevOps/CloudOps.

After collecting all the required information, provide it with your tenant provisioning request to Conga Technical Support.

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Preparing Tenant Information

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