Conga Product Documentation

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Data Sync Services Overview

To complete post-provisioning for TurboConfig and TurboPricing, the tenant admin must configure settings for data sync services. TurboEngines data sync provides a high-performance mechanism to synchronize configuration and pricing master data at regular, scheduled intervals or on-demand between Conga CPQ on Salesforce, TurboPricing, and TurboConfig. Before the initial data sync, you must configure settings to enable data sync services and grant the administrator access to the TurboEngines Data Sync Admin user interface (UI) to set up, schedule, or activate the sync.

Perform the following tasks to complete post-provisioning data sync tasks for TurboConfig and TurboPricing.

Note:

You must run validate API (GET /ds/api/dataintegration/v1/Validate) after first onboarding data sync, after every upgrade, and if there is a change in the object(s) or Salesforce user profile permissions. for more information, seeTurbo_data_sync.json.

Data Sync Specific Settings Configuration

You must configure the data sync service URL and a CSP Trusted Site entry so SFDC can communicate with an external server.

Configuring Service URL

  1. Go to Setup > Custom Settings.
  2. Go to Turbo Engine Admin Properties.
  3. Click Manage.
  4. Click New.
  5. Enter the following required properties:
    • Name: LightsaberServiceUrl.
    • TurboEngines service Endpoint – Endpoint URL provided by Conga CloudOps
  6. Click Save.
    Note:

    Do not enter the forward-slash ( / ) symbol at the end of the Endpoint URL.

Configuring CSP Trusted Site

  1. Go to Setup > CSP Trusted Sites
  2. Click New Trusted Site.
  3. Enter the following required properties:
    1. Enter a Trusted Site Name for the trusted site (for example, "TurboEngineAdminService")
    2. Enter the Trusted Site URL (this is the service URL from the previous task).
  4. Click Save.

Configure Permissions for Data Sync Admin User

To configure and run TurboEngines Data Sync, users must have access to the Data Sync Admin UI. This can be achieved by assigning the user to the System Administrator profile or by customizing a profile to create users with the necessary permissions.

Note:

You must verify the JWT flow settings and access levels for your org after completing the tenant onboarding. For more information, see Verifying JWT Flow Settings and Access Level.

Checking User Permissions

  1. Log in to your organization as the admin user.
  2. Open the Salesforce App Launcher (Lightning) and launch the TurboEngines Admin app.
  3. If the Data Integration and Callbacks tabs are visible after launching the app, the user has the correct permissions. Otherwise, log back in as a system administrator and perform the following tasks to provide access to the user profile.

Providing access to the data sync app

  1. Go to Setup > App Manager.
  2. Find the TurboEngines Admin app in the list. Click the drop-down and the end of the row and select Edit.
  3. Click User Profiles.
  4. From the list of Available Profiles, search and select the app you want to add.
  5. Click the right-facing arrow to move the profile from the list of Available Profiles to the list of Selected Profiles.
  6. Click Save.

Making all tabs visible in the data sync app

  1. Go to Setup > Profiles.
  2. Search for the profile you want to configure and click Edit.
  3. Under Custom Settings, make sure the following tabs are set as "Default On":
    • Data Integration: This tab serves as the starting point for managing all consumer profiles.
    • Callbacks: This tab allows you to manage pricing callbacks for TurboPricing.
    • Consumer Profile: This tab allows you to set up and configure data sync operations.
    • Run Details: This tab allows you to review run history for data sync and take action.

Single Currency Org Configuration

Exchange rates are required for currency conversion during pricing and therefore must be synced by TurboEngines. Since single currency orgs do not have a currencies table, any attempt to sync pricing data will fail. Take one of the following two actions when onboarding the org prior to the initial sync:

  • Enable multiple currencies in the provisioned org (see Salesforce documentation).
  • Raise a support ticket to have currencies removed from the Conversion Rates and Custom Settings consumer profile.

Salesforce orgs are provisioned with a single currency. In such cases, the currencies table will not exist. The currency tables are created and hold the exchange rates only when the administrator enables multiple currencies.

Note:
  • You cannot change the currency flag for an org after provisioning the tenant.
  • You cannot change the currency flag once you have changed it from Single currency to Multi-currency.

TurboConfig Data Setup and Synchronization

For complete information and the tasks required to administer TurboEngines data sync for TurboConfig and TurboPricing, refer to TurboEngines Data Sync for Administrators.

JWT Flow Settings and Access Level Verification

You can verify the JWT flow settings and access level on a Connected App by invoking the following APIs.

Order

API

Response

1

ds/api/dataintegration/v1/Validate/SFDCDetails

Trigger this API to verify the response for validate and jwtAuthFeatureFlagEnabled elements. If the response is true, then the validation is successful and JWT Authorization is enabled.

{

"configuredSFDCUrl" : " https://someURL " ,

"sfdcUrlFromToken" : " https://someURL " ,

"oAuthUrl" : " https://someURL/services/oauth2/token " ,

"userId" : "someUserID" ,

"clientId" : "someText”

"clientSecret" : “someText ",

"password" : "****@**" ,

"validate" : true ,

"isInstanceUrlMatches" : true ,

"rsaPrivateKey" : "" ,

"featureFlagInitlized" : true ,

"jwtAuthFeatureFlagEnabled" : true //feature flag

}

2

/ds/api/dataintegration/v1/HealthCheck/status

Trigger this API and verify the response, the status of SFDC_TOKEN_GENERATION and CERT_LOCATION_CHECK elements must be displayed as success.

3

/ds/api/dataintegration/v1/Validate

Trigger this API and copy the validation Id (guId) from the response.

4

/ds/api/dataintegration/v1/Validate/GetValidationResults

Trigger this API by passing validation id copied in step 3.

  • If the validation is successful, the JWT flow settings are working as intended.
  • If you find any difference in the result, you need to assign more privileged profiles or permission sets to a Connected App as required. Repeat steps 3 and 4 until validation success. Contact Conga TS if you encounter any issue in providing access.