Conga & Salesforce: Transforming Business Workflow

Conga and Salesforce have had a long-standing partnership since 2006. Conga was initially developed on the Salesforce AppExchange platform, and Salesforce Ventures is an investor in Conga. This deep integration and collaboration highlight the robustness and reliability of the Conga solution within the Salesforce ecosystem.

In this blog, you will learn about

• Basics about Conga
• Why should you integrate Salesforce with Conga
• Steps to integrate Conga with Salesforce
• Important things to remember

What is Conga?

Conga is a comprehensive solution designed for Salesforce customers to automate and optimize business processes efficiently and quickly. It focuses on enhancing critical touch points throughout all phases of the revenue cycle, including proposal creation, contract management, and renewals, ensuring a smooth and seamless end-to-end user experience.

Conga is ideal for organizations aiming to streamline their documentation processes. Its end-to-end automation capabilities allow users to spend less time on paperwork and more time engaging and winning over customers. This makes it particularly beneficial for businesses that handle a variety of industry-specific documents throughout their revenue cycle, including proposals, quotes, negotiations, executions, management, fulfillment, renewals, and expansions.

Business Outcomes from Using Conga Salesforce Integration:

• Enhanced Efficiency: The integration allows for faster and easier selling, servicing, and support.
• Employee Empowerment: Employees can enhance their productivity and flexibility by managing revenue operations remotely.
• Reduced Operating Costs: Automation minimizes manual tasks, leading to lower operational expenses.
• Compliance and Accuracy: Guarantees compliance with regulatory norms and minimizes the chances of mistakes.
• Customer Service: Enables businesses to serve their customers effectively regardless of location.

Also Read – Salesforce Integration – An Ultimate Guide

Steps to integrate Conga Collaborate with Salesforce

Step 1: Installing the Conga Collaborate Managed Package in Salesforce

1. Sign in to your Salesforce org where you plan to implement Conga Collaborate.
2. Initiate the installation of the package in a production Salesforce Org.
3. For a sandbox Salesforce Org installation. If you need a Conga Collaborate sandbox for your Salesforce org, reach out to the Support team.
4. During installation, select the security settings. It is advised to opt for ‘Install for All Users.’
5. Proceed to install by clicking ‘Install’ located at the bottom right of the page.
6. Once the installation is complete, input your Conga Collaborate URL in the designated ‘Octiv URL’ field.
7. Click ‘Save’ to finalise the installation.

Step 2: Linking Conga Collaborate with Salesforce

1. Initiate a new browser tab and sign into your Salesforce account.
2. In another tab, sign in to your Conga Collaborate account.
3. Within Conga Collaborate, navigate to Administration > Integrations > Salesforce > Edit via your user dropdown menu.
4. Choose either the Production or Sandbox environment for the connection.
5. To establish the connection, click ‘Connect Salesforce.’

Two Important things to remember

You must be signed in as the specific user who will manage the integration. It is not possible to set up the connection on behalf of another user through Salesforce’s ‘Grant Account Login Access’ feature. The designated internal Integration User must be the one initiating the ‘Connect to Salesforce.’

Once the connection is successfully established, a green checkmark will be displayed beside the Salesforce logo, along with a confirmation message. To confirm that Conga Collaborate is properly integrated with your Salesforce environment, check the Salesforce Organization ID displayed at the top of the Conga Collaborate page and ensure it corresponds with the ID of your Salesforce environment.

Summing Up

In the ever-evolving business world, integrating Conga with Salesforce is not just a technological upgrade; it’s a strategic move towards operational excellence. This synergy between Conga and Salesforce ensures that your business not only keeps pace with the market demands but also leads in efficiency and customer satisfaction.

But remember, integration is just the beginning of your journey towards mastery in Salesforce. To truly harness its full potential, continuous learning and practical experience are key.

That’s where saasguru steps in. Join our vibrant community on Slack, where passionate Salesforce enthusiasts and professionals come together to share insights and experiences and support each other’s growth.  

Moreover, our online Salesforce bootcamps at saasguru are tailored just for you. With hands-on training and real-world project experiences, we ensure that you not only learn but also apply your knowledge practically. Whether you’re starting fresh or looking to upgrade your skills, our bootcamps cater to all levels.

Let’s learn, grow, and lead together in Salesforce.