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Conga Support

Setup Conga Contracts

After you have installed the Conga Contracts package, navigate to the Conga Contracts Setup tab and do the following:

To setup User Permissions:
  • If you selected Install for All Users, the appropriate permissions have already been set.  
  • If you selected Install for Admins Only or Install for Specific Profiles, you will need to add the Conga Contracts Permission Set to all users who need access to Conga Contracts. You can assign permissions via Profiles or Record Types. See Permissions Needed to Use Conga Contracts for more information.
  1. In the User Permissions box, click Profile Setup.
  1. Click Set Permissions to assign permissions to users.
To connect with OAuth:
  1. In the Connect with OAuth box, click Connect. This connects Conga Contracts through Open Authorization (OAuth) security.
  2. The Allow Access? authorization screen appears. Click Allow. The status changes to Connected.

To configure the Salesforce organization: 
  1. In the Organization Configuration box, click Start Automatic Configuration to configure automatically (Recommended). The Automatic Configuration box appears.

    (Optional) Click Start Manual Setup to configure manually.

  2. Select the Salesforce Object where you would like to use Conga Contracts.  This is the object on which you will be creating and negotiating documents (Contracts, Quotes, etc.). Multiple objects may be selected.
  3. Select the profiles that (which?) are allowed to use Conga Contracts.
  4. Click Run Setup.

To assign the Conga Contracts Layout as the Default Layout for your users:
  1. In the Contracts Page Layout box, click Configure Layouts.
  2. Click Page Layout Assignment.
  3. Click Edit Assignment.
  4. Select the Conga Redlining Layout for each profile.
  5. Click Save.

(Optional) You may add Conga Contracts components to your own layouts.  You must add the following:

To configure the Salesforce File:
  1. In the Salesforce File Configuration box, click Configure Files Settings. The Salesforce Files Settings screen appears.
  2. Select the Enable Files Sync and Files uploaded to the Attachments related list... check boxes.

To enable Field History for Status and Primary Document fields: 
  1. In the History Tracking box, click Add History Tracking. The Contract Field History screen appears.
  2. Select the Status and Primary Document check boxes.
  3. Click Save.
To create a new Email Template Folder for your Conga Contracts email templates:
  1. Navigate to Salesforce Setup > Administer > Communication Templates > Email Templates
  2. Click Create New Folder.
  3. Name the folder (for example: Conga Contracts Email Templates).
  4. Ensure it is accessible to All Users who need to use Conga Contracts.
  5. Create or add Email Templates to the newly created folder (ensure you check Available for Use on each Email Template).
  6. Return to the Conga Contracts Setup page and select your newly created folder from the list in Negotiation Templates box.

You must have at least one Email Template created in order for end-users to be able to send a document for negotiation.

To create Base Reports:
  1. Click Create Reports.
  2. This deploys three reports and a dashboard to start reporting.

Congratulations! You have completed Conga Contracts setup.