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Conga Support

Setup Conga Contracts for Salesforce

This page applies to: Conga Contracts for Salesforce

After you have installed the Conga Contracts for Salesforce package, navigate to the Conga Contracts for Salesforce Setup tab.

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 for Salesforce Permission Set to all users who need access to Conga Contracts for Salesforce. You can assign permissions via Profiles or Record Types. See Permissions Needed to Use Conga Contracts for Salesforce 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 for Salesforce 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 for Salesforce. This is the object where you create and negotiating documents (like Contracts or Quotes). Multiple objects can be selected.
  3. Select the profiles allowed to use Conga Contracts for Salesforce.
  4. Click Run Setup.

To assign Email Templates:

(Optional) You can assign a user or company name displayed in outgoing email messages. In the Email From Display Name field, replace Conga on behalf of {{User.Name}} by entering your desired name or add a User Field by selecting the pop-up window icon and search for your desired field.

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To assign the Conga Contracts for Salesforce 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 for Salesforce 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 for Salesforce 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 for Salesforce Email Templates).
  4. Ensure it is accessible to All Users who need to use Conga Contracts for Salesforce.
  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 for Salesforce 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 for Salesforce setup.