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Conga Support

Install the SalesConnect Application

Conga SalesConnect can be installed directly into a Salesforce organization from the Salesforce AppExchange. 

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A

Salesforce AppExchange website

Enter https://appexchange.salesforce.com in the URL of your browser.

B

Search field

Enter Novatus in the field, and click the icon.

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C

Novatus application icon

Mouse-over the Novatus logo to display a pop-up window with information on the application.

D

More button

Click to display the package listing, where you can load the application, as well as watch on demo on how to use the Salesforce application with the Novatus system.

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E

Get It Now button

Click to display installation options for the Salesforce application.

F

Watch Demo button

Click if you want to view a video describing how the Salesforce application works with Novatus Contracts.

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G

Log in to the AppExchange button

Click to access the Salesforce application. A Salesforce login is required to install Conga SalesConnect.

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H

Salesforce Login screen

Provide your Salesforce credentials (user name and password), and then click the Log In button.

Note: Select the Remember me check box if you want Salesforce to remember your user name between sessions. You only have to supply your password.

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I

Install in production button

Click if you are ready to use the Salesforce application in your production instance.

J

Install in sandbox button

Click if you want to test the Conga SalesConnect application before going live.

Note: If you choose this option, you will need to repeat Steps A-I above and de-select the Sandbox check box in the Integration Settings tab in Novatus before going live with the Salesforce application.

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K

Terms and Conditions link and check box

Click on the link and read the terms and conditions for using the Novatus Enterprise Contract Management application. Then, click in the check box, acknowledging that you agree to and accept these terms and conditions.

L

Confirm and Install button

Click to install the Novatus Enterprise Contract Management application. You will be directed to the Salesforce login screen where you can add contract request types and create an approval process.

You must then define the integration settings for Salesforce in Novatus.

 If you selected Sandbox (test environment), the word "test" will be included in the URL of the Salesforce login screen.