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Manually Configure an Object for Conga Sign

Manually Configure an Object for Conga Sign

As an alternative to using the Start Automatic Configuration feature in Conga Sign Setup, you can also manually setup a Salesforce object for Conga Sign. 

Follow the directions below to manually configure a Salesforce object for Conga Sign. 

  It is recommended to use the Automatic Configuration in Conga Sign Setup as to configure objects for Conga Sign.

Prerequisites: Install Conga Sign from the Salesforce AppExchange and Connect to OAuth in Conga Sign Setup

Manually Configure an Object for Conga Sign in Classic
  1. Find the 3-digit prefix of the object you are configuring for Conga Sign. For a list of standard object 3-digit prefixes, see Standard Field Record ID Prefix Decoder.
    • You can also find the 3-digit object prefix by navigating to an object record in Classic and copying the first 3 digits of the full record ID.
    • Example:  clipboard_eed00bc019d7a7652d3374daf68bacaa8.png
  2. Navigate to Setup in Salesforce.
  3. Toggle open Create and select Custom Objects.
  4. Click Conga Sign Transaction.
  5. Under Custom Fields and Relationships, click New.
  6. Choose Lookup Relationship and click the Next button.
  7. Select the object that you are configuring for Conga Sign and click Next.
  8. Use the Field Label that Salesforce automatically generates. Change the Field Name to Parent_[3-digit object prefix] and click Next.
    • Example Field Name for custom object: Parent_a5G
    • Example Conga Sign Transaction lookup field to a custom object:clipboard_e0938b63cc5f95c5bb2a08bc324fd218d.png
  9. Choose the desired assignments for Field Level Security, Page Layouts, and the Related List. 
  10. Click Save.
  11. Manually create a Conga Sign Button
Manually Configure an Object for Conga Sign in Lightning
  1. Find the 3-digit prefix of the object you are configuring for Conga Sign. For a list of standard object 3-digit prefixes, see Standard Field Record ID Prefix Decoder.
    • You can also find the 3-digit object prefix by navigating to an object record in Classic and copying the first 3 digits of the full record ID.
    • Example:  clipboard_eed00bc019d7a7652d3374daf68bacaa8.png
  2. Navigate to Setup in Salesforce.
  3. Under the Platform Tools section, toggle open Objects and Fields and select Object Manager.
  4. Select and access the object that you are configuring for Conga Sign.
  5. Select Fields and Relationships and click the New button.
  6. Choose Lookup Relationship and click the Next button.
  7. Select the object that you are configuring for Conga Sign and click Next.
  8. Use the Field Label that Salesforce automatically generates. Change the Field Name to Parent_[3-digit object prefix] and click Next.
    • Example Field Name: Parent_a5G
    • Example Conga Sign Transaction lookup field to a custom object:clipboard_ec4539d25870b857f971fcdb80847f5a8.png
  9. Choose the desired assignments for Field Level Security, Page Layouts, and the Related List. 
  10. Click Save.
  11. Manually create a Conga Sign Button
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