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Conga Support

Salesforce: Integration and installation overview

What

Integrate Conga Collaborate with Salesforce to bring the power of your CRM to your document generation process. Conga Collaborate’s integration with Salesforce supports the following versions:

  • Unlimited

  • Enterprise

  • Professional

Why

Build data-driven documents using Salesforce objects to streamline document creation by lowering edit time, reducing errors from manual copying of information, and creating more standardized templates that reps can quickly get out the door.  Drive data from Salesforce into a document or push data back to Salesforce based on events in Conga Collaborate. Use the flexibility of Salesforce reports to view detailed information on the performance of your Conga Collaborate documents.
 

How

Permissions Needed: Conga Collaborate and Salesforce System Administrator

Step 1: Install the Conga Collaborate Managed Package in Salesforce

  1. Log into the Salesforce org where you want to install Conga Collaborate

  2. To begin the package installation in a production Salesforce Org, click here.

  3. To begin the package installation in a sandbox Salesforce Org, click here. Conga Collaborate sandbox environments are also supported for this integration. If you are interested in setting up a Conga Collaborate sandbox to connect to a Salesforce org, please contact Support.

  4. Choose security settings for the package install. We recommend Install for All Users.

  5. Click Install in the bottom right of the content area

  6. After installation completes, enter your Conga Collaborate URL in the Octiv URL field

  7. Click Save

Step 2: Connect your Conga Collaborate environment to Salesforce

  1. Open a new browser tab and log into your Salesforce Org

  2. Open a second browser tab and log into your Conga Collaborate account

  3. In Conga Collaborate, from your user dropdown menu, go to Administration > Integrations > Salesforce > Edit

  4. Select the Production or Sandbox environment for connection

  5. Click Connect Salesforce

    You must be logged in directly as the user you would like to use as the integration user. You are unable to connect on behalf of another user by utilizing the Grant Account Login Access feature of Salesforce.

A green checkmark appears next to the Salesforce logo and a confirmation message displays to indicate a successful connection. You can verify that Conga Collaborate is connected to your Salesforce environment by checking the Salesforce Organization ID at the top of the page and confirming that it matches the Salesforce Organization ID of your Salesforce environment.