Salesforce and Conga Sign Integration

Salesforce and Conga Sign Integration
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● Cloud Analogy is the world’s leading Salesforce development and consulting company of certified CRM
administrators, developers, and consultants. Our CRM specialists have deep domain knowledge and
skillful expertise in providing the best-in-class Salesforce implementation, consulting, and migration
services.
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implementation, data migration, Field Service Lightning, Salesforce
integration with third-party tools, and more? Contact Cloud Analogy now!

Clients Requirements
1. Prepare a Contract template in Salesforce that allows the customers to sign the Contract as soon as
they book them for any particular event. They wanted us to perform this action through a single click
on a particular button.
2. There should be two signers of the contract. One out of two will be the
owner of the company while the other person will be the client. Also,
the contract should include CC roles for those who can view the
signed contract.

Our Solution
Install Conga
Sign and Conga
Composer
Set up Conga
Sign and Conga
Composer
Use a
Template
Builder
Design the
Contract
Template
Button Creation

Steps for Conga Sign &
Conga Composer
Configuration and Button
Creation are as follows:

Step 1: Installed Conga Sign and Conga Composer as an administrator in Production. With
Conga Composer, we used the Template Builder to merge the Opportunity fields in the
template.
Step 2: Configured Conga Sign and Conga Composer installed application and applied
OAuth Policies.

Step 3: Now, we configured the Conga Composer button on Opportunities.

Step 4: With the button created on Opportunities, we merged the desired fields on the
Contract template using the template builder and also designed the Contract Template
accordingly.
To set additional parameters for a button to fulfill the requirements
of the document, we followed these steps:

Step 1: The parameters were added to merge Conga Sign with Conga Composer.
Step 2: Parameters were also added in the button URL to allow users to download only
PDF files and to save a copy of the signed documents on the same Opportunity Object.
Step 3: Parameters were also added on the button so users can easily
send the contract to client email
addresses.

Wrapping Up
Step 1: Created a new Opportunity record with the required fields.
Step 2: Clicked on the button to send the document that was created
to send the Contract to the client’s Primary Contact and the
Opportunity Owner to Sign the contract. We then clicked on Merge and
Conga Sign to merge the fields.

Conclusion
While sending the document, we added our email as the client’s primary contact email address. We
received the Contract to sign it. We entered the required fields in the contract and then signed the
document.
Now, the contract was returned back to the opportunity owner to sign it. As soon as the
opportunity owner signed the document, the signing status was changed in the related
object Conga Sign Transaction from Send/Pending to Complete.

Thank You

Salesforce and Conga Sign Integration

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