FINS IDO - Use Cases

Conga has created a custom solution pack for the FINS IDO. 

Check out the FINS Cloud Quip Document for click path and image walkthrough: 

FINS-Wealth-IDO-Conga-Click-Paths

Here are the included solutions:

FINS IDO - Installation

Install the standard Conga packages from the AppExchange

  1. Conga Composer Click Here

  2. Conga Sign: Click Here

  3. Conga Grid: Click Here (optional)

  4. Install the FINS Solution Pack - Click Here

  5. Deploy the Solutions and demo!

Demo Paths for Success

It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.

First-time installation and admin steps

About 5-10 minutes

  1. Install package Link(s) above (Composer, Sign & the FINS Solution Pack)

  2. Click "Get It Now"

  3. Confirm Installation Details

    1. If necessary, click "Edit Profile" to ensure following mandatory fields are complete

      1. First Name

      2. Last Name

      3. Email

      4. Company Name

      5. Country

      6. State/Province

    2. Checkbox: ☑I have read and agree to terms and conditions

    3. "Confirm and Install"

  4. Select: "Install for All Users"

  5. Approve Third-Party Access

    1. Checkbox: ☑Yes, grant access to these third-party web sites

  6. Likely have to wait for email from install process to confirm package install

After receiving the "Package Conga Composer Install Successful" email, you can do the Composer Installation:

  • Go to Conga composer and click on conga composer setup.

  • Authorize and Allow (make sure popup blockers are off)

  • Refresh Token

  • You're all set in the conga composer Setup section.

  • Navigate over to setup and look for connected apps. Select manage connected apps.

  • Find conga composer in this list and change the permitted user authorization step to admin will pre authorize and hit Save.

  • Scroll down to profiles, hit Manage Profiles, and add every profile that you are going to be demoing. Click on system admin to do the setup side of things but add any profile that you're going to be using and hit save.

  • Profiles, CPQ, CPQB Sales, billing, contract manager sales, Sys- Admin - CPQ and Sys Admin *Add any other profile you maybe be using in your demo or pertaining in your use case

  • Composer is configured and ready to go!

After receiving the "Package "Conga Sign install was successful" email you can set up the Conga Sign Installation:

  • Navigate to your app launcher, find Conga sign and go to Conga sign setup.

  • Pick which region you're in, of course pick which one is relevant for you, once you pick this you cannot change this.

  • Click Connect

  • Click Start Automatic Configuration and pick objects you're going to be needing to use with Conga Sign. For this example. All we need to do is the quote, go ahead and hit next.

  • Then pick your profile. You just need the Sys admin and Sys Admin CPQ one for the actual setup side of things, go ahead and hit save and hit Done

After receiving the "Package FINS SE Install Successful" email was received. You can set up the final Package set up:

  • Go to Setup and chose installed packages and find FINS SE and hit configure

  • Extract Non-Linked Conga Templates.

  • Extract Conga Solutions

  • Add Remote Site and hit save and close screen

  • Back on Conga Solution Extractor screen Click on Create Conga Composer Buttons

  • Go to set up, object manager, then pick Contact and chose page layout

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