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Conga CPQ Integration Guide

Integrate Conga CPQ with Salesforce, ERP, contract, billing, and provisioning systems through REST APIs, Salesforce platform APIs, scheduled workflows, and selected event mechanisms.

Conga CPQ integration options at a glance

Conga CPQ is commonly deployed on Salesforce, making Salesforce REST, SOAP, Composite, and Bulk APIs important integration surfaces for products, price lists, configurations, quotes, and orders. Conga also provides product-specific APIs for selected applications, although the applicable endpoints and authentication depend on the deployment and edition. Event-driven designs may use Salesforce Platform Events, Change Data Capture, outbound messaging, or custom callbacks for selected objects and events; universal Conga CPQ webhook coverage is not confirmed. Martini can authenticate with OAuth 2.0, orchestrate synchronous and scheduled workflows, process paginated or bulk data, map CPQ structures to downstream systems, expose controlled APIs, and route failures for retry or review.

Integration pointSupported by Conga CPQ?Common use casesHow Martini supports it
REST APIsYesSalesforce REST APIs are commonly used for Salesforce-hosted Conga CPQ deployments to retrieve or update products, price lists, configurations, proposals, quotes, and orders. Conga-specific REST resources may also be available for selected products.Martini can consume REST APIs, manage authenticated requests, handle pagination, map payloads, apply business rules, and expose reusable APIs for downstream consumers.
SOAP APIsLimitedSalesforce SOAP API may expose supported Salesforce and managed-package objects. A separate Conga CPQ SOAP API was not confirmed.Martini can consume SOAP services when the customer’s Salesforce deployment and object coverage require them, including configured authentication, XML mapping, validation, and error handling.
Webhooks / outbound callbacksLimitedUniversal Conga CPQ webhook coverage was not confirmed. Salesforce Platform Events, Change Data Capture, outbound messaging, or custom callbacks may support selected objects and events.Martini can receive supported webhook-style notifications or event messages, retrieve the current resource, process asynchronously, and apply deduplication and retry logic.
Bulk / async / batch APIsLimitedSalesforce Bulk API and Bulk API 2.0 may support high-volume processing of accessible Conga-related objects, subject to Salesforce limits and package behavior.Martini can orchestrate batch workflows, partition large datasets, track job state, process results, and route failed rows without assuming a dedicated Conga bulk API.
Composite APIsYesSalesforce Composite API can reduce request overhead for related operations such as locating accounts, creating proposals, or submitting associated data where the required objects are supported.Martini can construct composite requests, map dependent identifiers, validate responses, and handle partial failures at the workflow level.
File / attachment APIsLimitedSalesforce Files APIs such as ContentVersion and ContentDocumentLink may handle files associated with Conga records. A dedicated Conga CPQ file API was not confirmed.Martini can transfer supported file metadata or content through documented APIs, associate files with target records, and keep binary handling separate from transactional quote processing.
AuthenticationYesSalesforce-hosted deployments commonly use OAuth 2.0, connected apps, access and refresh tokens, scopes, profiles, permission sets, and object, field, and record access controls.Martini can store secrets securely, use environment-specific configuration, authenticate workflows, renew tokens where supported, and keep credentials separate from mappings and business logic.
Database accessNoDirect access to Salesforce or Conga managed-package storage is not a confirmed or recommended integration mechanism.Martini should use documented Conga or Salesforce APIs rather than connecting directly to the underlying database. Database nodes may be used for an integration’s own staging or audit data when appropriate.

How Conga CPQ exposes data and business events

Conga CPQ REST APIs

Conga CPQ is commonly accessed through Salesforce REST APIs when deployed in Salesforce, and Conga provides product-specific API resources for selected applications. The applicable endpoints, object coverage, and API version depend on the customer’s edition and package configuration.

Martini implementation pattern

Martini implementation pattern: a workflow authenticates with Salesforce or the applicable Conga API, retrieves or submits Products, Price Lists, Product Configurations, Proposals, Quotes, or Orders, transforms the payload, and stores source and target identifiers for traceability.

Implementation sequence

Authenticate with the configured Salesforce or Conga API credentials
Retrieve the current Conga CPQ or Salesforce resource
Follow pagination or continuation links when present
Validate products, pricing, permissions, and required fields
Map the payload to the target system model
Submit the transformed request and capture the response identifier

Salesforce Event Notifications

Universal Conga CPQ webhook coverage was not confirmed. Salesforce-hosted implementations may use Platform Events, Change Data Capture, outbound messaging, flows, Apex, or custom callbacks for selected Conga-related objects and business events.

Martini implementation pattern

Martini implementation pattern: receive a supported event notification, treat it as a trigger rather than a complete record, retrieve the current Conga CPQ or Salesforce resource, apply event-specific business rules, and process the work asynchronously with correlation and deduplication controls.

Implementation sequence

Receive the supported Salesforce event or callback notification
Validate the event type, source, and correlation identifier
Check whether the event has already been processed
Retrieve the current Conga CPQ or Salesforce resource
Map the resource to the downstream transaction model
Acknowledge or record the event and route failures for retry

Salesforce Bulk and Async APIs

Salesforce Bulk API and Bulk API 2.0 may be used for high-volume processing of accessible Conga-related objects. The exact behavior of managed-package objects and supported operations must be validated in the customer environment.

Martini implementation pattern

Martini implementation pattern: schedule or trigger a batch workflow, partition or submit the workload through the applicable Salesforce API, monitor job state, process successful and failed results, and persist checkpoints so the workflow can resume safely.

Implementation sequence

Select the object scope and incremental synchronization criteria
Create the batch or bulk job through the Salesforce API
Poll or receive the job completion status within platform limits
Retrieve successful and failed result sets
Map valid rows and apply target-system business rules
Store the checkpoint and route failed rows for remediation

Salesforce Files APIs

Conga CPQ records may be associated with Salesforce Files or related attachment structures. ContentVersion, ContentDocumentLink, or related Salesforce APIs may be relevant, but a distinct Conga CPQ file API was not confirmed.

Martini implementation pattern

Martini implementation pattern: retrieve supported file metadata or content separately from the quote transaction, map document references to the target system, and maintain correlation with the Conga CPQ proposal, quote, or order.

Implementation sequence

Identify the source record and associated file references
Retrieve supported file metadata or content through Salesforce APIs
Validate file type, size, and destination requirements
Transfer or store the file through the target API
Associate the target document with the mapped transaction
Record document identifiers and transfer status

Common Conga CPQ integration patterns

Pattern 1: Create Conga quotes from Salesforce opportunities

When to use this pattern

Use this pattern when an opportunity reaches a quoting stage and Conga CPQ must create or update a proposal with account, opportunity, product, and configuration context. It is appropriate for controlled quote creation with duplicate prevention and recoverable partial failures.

Integration direction
Salesforce
Martini
Conga CPQ
Example Mapping
Conga CPQ FieldCanonical FieldTarget Field
Opportunity.IdsourceOpportunityIdOpportunity reference
Account.IdcustomerIdAccount reference
Opportunity.CurrencyIsoCodecurrencyCodeQuote currency
OpportunityLineItem.Product2IdproductIdProduct reference
Martini implementation pattern

A Martini workflow is triggered by a Salesforce status change or schedule, retrieves the opportunity and related lines, checks for an existing Conga proposal using a stable source identifier, validates product and price-list availability, creates or updates the proposal, and records each resulting identifier. If line creation fails after proposal creation, the workflow stores the intermediate ID and resumes safely rather than creating a duplicate quote.

Martini capabilities used
  • workflows
  • API consumption
  • OAuth 2.0 configuration
  • data mapping
  • business rules
  • idempotency
  • error handling

Pattern 2: Send approved Conga quotes to an ERP

When to use this pattern

Use this pattern when an approved or accepted Conga proposal must become an ERP sales order. The workflow should transfer configured products, quantities, discounts, customer details, terms, and pricing while preserving the commercial source reference.

Integration direction
Conga CPQ
Martini
SAP S/4HANA
Example Mapping
Conga CPQ FieldCanonical FieldTarget Field
Proposal.IdsourceQuoteIdExternal quote reference
Product Configuration.ItemsconfiguredLinesSales order items
Proposal.TotalnetAmountOrder net value
Proposal.StatuscommercialStatusOrder processing status
Martini implementation pattern

Martini retrieves the current proposal, configuration, and required account data after approval, validates currency, tax, effective dates, and product eligibility, maps the commercial structure to the ERP order model, and submits the order. The workflow stores the ERP order number and can update Conga or Salesforce. Temporary API failures are retried, while validation and pricing failures are routed for correction.

Martini capabilities used
  • workflow orchestration
  • API consumption
  • data transformation
  • validation
  • business rules
  • correlation identifiers
  • retry and error routing

Pattern 3: Synchronize products and price lists

When to use this pattern

Use this pattern when an ERP or product master is the system of record for products, prices, availability, or effective dates and Conga CPQ requires current selling data. It supports scheduled incremental processing as well as controlled bulk loads.

Integration direction
SAP S/4HANA
Martini
Conga CPQ
Example Mapping
Conga CPQ FieldCanonical FieldTarget Field
MaterialNumberproductCodeProduct code
MaterialDescriptionproductNameProduct name
ValidFromeffectiveFromPrice-list item start date
NetPriceunitPricePrice-list item amount
Martini implementation pattern

A scheduled Martini workflow retrieves changed products and price entries, normalizes currencies and effective dates, resolves Conga or Salesforce identifiers, and updates the target in batches. It can use a checkpoint based on source timestamps, handle inactive products explicitly, and record row-level failures so one invalid price does not invalidate the entire synchronization.

Martini capabilities used
  • scheduled workflows
  • API consumption
  • batch orchestration
  • mapping and transformation
  • checkpointing
  • validation
  • error handling

Pattern 4: Process quote approval events and provision services

When to use this pattern

Use this pattern when selected Salesforce events, outbound messages, or callbacks indicate that a Conga proposal has been approved or accepted and downstream provisioning or service fulfillment should begin.

Integration direction
Conga CPQ
Martini
ServiceNow
Example Mapping
Conga CPQ FieldCanonical FieldTarget Field
Proposal.IdcommercialTransactionIdExternal request reference
Proposal.StatusapprovalStatusRequest status
Product Configuration.ItemsrequestedServicesRequested items
Account.IdcustomerReferenceCustomer reference
Martini implementation pattern

Martini receives a supported event notification, verifies that the event is relevant and has not already been processed, retrieves the latest proposal and configuration, applies approval and eligibility rules, and creates a ServiceNow fulfillment request. The workflow records the request identifier, updates the source status when appropriate, and uses retry or manual review paths for temporary and business failures.

Martini capabilities used
  • event-driven workflows
  • webhook or callback consumption
  • API consumption
  • deduplication
  • data mapping
  • business rules
  • asynchronous processing
  • monitoring

Applications commonly integrated with Conga CPQ

Conga CPQ is commonly used with Salesforce and can be connected to contract, signature, ERP, service-management, and enterprise application platforms. The exact integration scope depends on the customer’s Conga edition, Salesforce package version, enabled products, and APIs.

Application Scenario Direction Martini Pattern
Salesforce Conga CPQ is commonly deployed with Salesforce, where opportunities, accounts, contacts, and CPQ transactions may coexist. Integration can synchronize commercial data and coordinate quoting workflows. Salesforce → Martini → Conga CPQ Martini can consume Salesforce REST, Composite, SOAP, or Bulk APIs, authenticate with OAuth 2.0, retrieve opportunity and account context, map it to Conga CPQ objects, and persist identifiers and status changes for safe retries.
Conga CLM Approved quotes, commercial terms, and order information can be passed into contract authoring, negotiation, and lifecycle management processes. Conga CPQ → Martini → Conga CLM A Martini workflow retrieves an approved proposal and its configuration, transforms products, terms, pricing, and customer references into the contract payload, submits it through the documented API surface, and records the resulting contract identifier and status.
Conga Sign Finalized commercial documents can be routed for electronic signature, with signature status returned to the quoting or contract process. Conga CPQ → Martini → Conga Sign Martini can coordinate document and approval status between Conga applications, apply business rules before submission, invoke the documented Conga endpoint, and process asynchronous status updates where available.
SAP S/4HANA Accepted quotes can become sales orders, while products, prices, fulfillment information, and order status can be exchanged with the ERP. Conga CPQ → Martini → SAP S/4HANA Martini retrieves approved Conga CPQ data, validates currencies and effective dates, maps configured products and commercial terms to SAP order structures, submits the transaction, and writes the SAP order reference back to the source process.
Oracle Fusion Cloud Applications Organizations can exchange customer, product, pricing, order, and fulfillment information between CPQ processes and Oracle enterprise applications. Conga CPQ → Martini → Oracle Fusion Cloud Applications A Martini workflow transforms Conga CPQ proposals or orders into Oracle API payloads, applies account and product validation, handles asynchronous responses, and synchronizes downstream status or error details.
NetSuite Accepted quotes or orders can be sent to NetSuite while customer, product, pricing, and financial status data is synchronized between systems. Conga CPQ → Martini → NetSuite Martini can use the documented APIs on both sides, perform lookup-before-create using source identifiers, map quote lines and pricing details to NetSuite sales orders, and route validation or duplicate errors for review.
ServiceNow Approved product or service requests can be routed into fulfillment, provisioning, or service workflows, with processing status returned to the commercial process. Conga CPQ → Martini → ServiceNow Martini exposes or consumes controlled REST APIs, maps approved Conga CPQ transactions to ServiceNow request structures, applies routing rules, and correlates fulfillment status with the original quote or order.
Workday Where quoting involves services or complex enterprise engagements, reference organization or customer data and approved commercial transactions may need to move between Workday and Conga CPQ. Workday → Martini → Conga CPQ Martini can schedule API-based synchronization, normalize organization and reference data, apply business rules for eligible customers or engagements, and use correlation identifiers to avoid duplicate updates.

How to build a Conga CPQ integration in Martini

Objective

Establish secure access to the Salesforce-hosted Conga CPQ deployment or the applicable Conga API and separate environment-specific settings from workflow logic.

Instructions in Martini

  • Confirm the Conga CPQ edition, Salesforce package version, namespace, API surface, and supported objects.
  • Configure OAuth 2.0, connected-app settings, scopes, and integration-user permissions.
  • Store client credentials, tokens, endpoints, and other sensitive values in secured Martini configuration.
  • Validate access to the required Conga CPQ objects, fields, records, Apex resources, or event mechanisms.

Objective

Select the trigger that matches the business process and the confirmed coverage of the customer’s deployment.

Instructions in Martini

  • Use a Martini API when another system must request quoting or order processing synchronously.
  • Use a scheduled workflow for incremental product, price-list, or status synchronization.
  • Use supported Salesforce events, outbound messages, or callbacks only for confirmed object and event coverage.
  • Define the source status, timestamp, or correlation condition that starts processing.

Objective

Obtain the complete Conga CPQ or Salesforce data required for the transaction rather than relying on a single summary response.

Instructions in Martini

  • Retrieve related accounts, products, price lists, configurations, quotes, orders, or files as required.
  • Follow pagination and continuation mechanisms for list operations.
  • Use Composite or Bulk APIs where their object coverage and workload justify them.
  • Record source identifiers, timestamps, status values, and correlation references.

Objective

Build the Martini workflow that coordinates calls, dependencies, intermediate identifiers, and asynchronous processing.

Instructions in Martini

  • Separate proposal creation, configuration, line-item processing, pricing, approval, and order submission into recoverable stages.
  • Persist intermediate identifiers after each successful operation.
  • Use conditional routing for approval, rejection, missing products, pricing failures, and duplicate detection.
  • Expose a controlled Martini API when downstream systems need a stable integration contract.

Objective

Transform Conga CPQ and Salesforce structures into canonical and target-system models while accounting for package-specific schema variation.

Instructions in Martini

  • Inspect the customer’s actual Salesforce describe metadata and Conga package documentation.
  • Map products, configurations, pricing, discounts, terms, customer references, and statuses explicitly.
  • Normalize currencies, dates, quantities, rounding, tax treatment, and effective dates.
  • Keep source and target identifiers available for traceability and reconciliation.

Objective

Apply commercial and operational rules before writing data to the target system.

Instructions in Martini

  • Validate active products, price-list membership, configuration constraints, required fields, and customer eligibility.
  • Prevent duplicate quote or order creation using external IDs or lookup-before-create logic.
  • Define authoritative statuses and how amendments, reversals, rejections, and expirations are handled.
  • Route business validation failures separately from temporary technical failures.

Common Conga CPQ data objects used in integrations

ObjectTypical UseCommon target systemsMartini handling
ProductsSellable products, services, bundles, and configurable product definitions used during configuration and quoting.Salesforce, SAP S/4HANA, Oracle Fusion Cloud Applications, NetSuiteMartini retrieves products through the applicable Conga or Salesforce API, normalizes identifiers and attributes, and maps bundles, active status, and effective dates to the target model.
Price ListsCollections of pricing rules or prices used to determine product pricing for a customer, currency, market, or transaction.Salesforce, SAP S/4HANA, Oracle Fusion Cloud Applications, NetSuiteMartini synchronizes price-list metadata, validates currency and effective dates, and applies system-of-record rules before creating or updating downstream pricing structures.
Price List ItemsProduct-specific price entries associated with a price list, including values and potentially date, currency, or eligibility context.Salesforce, SAP S/4HANA, Oracle Fusion Cloud Applications, NetSuiteMartini paginates or batches item retrieval, maps product references and prices, preserves precision, and handles inactive or discontinued entries according to business rules.
Product ConfigurationsSelected products, options, attributes, quantities, constraints, and pricing context for a quote or transaction.Salesforce, ERP platforms, provisioning systemsMartini retrieves the customer-specific configuration, validates required options and dependencies, transforms it into the target order or provisioning schema, and retains source identifiers.
Proposals / QuotesCommercial proposals containing products, quantities, pricing, discounts, terms, and approval or acceptance status.Salesforce, Conga CLM, Conga Sign, SAP S/4HANA, Oracle Fusion Cloud Applications, NetSuiteMartini orchestrates quote creation and updates, maps account and opportunity context, enforces idempotency, tracks intermediate identifiers, and synchronizes status transitions.
OrdersAccepted commercial transactions sent to fulfillment, ERP, billing, or provisioning systems.SAP S/4HANA, Oracle Fusion Cloud Applications, NetSuite, ServiceNowMartini transforms approved order data, validates customer and product references, submits it to the target system, records the target order number, and routes failures for retry or manual review.

Authentication and security considerations

Salesforce-hosted authentication

Salesforce-hosted Conga CPQ integrations commonly use OAuth 2.0, connected apps, access and refresh tokens, scopes, profiles, permission sets, and Salesforce API access. The integration user must have object-, field-, and record-level access to the relevant Conga package objects and fields.

Conga-specific authentication

Authentication for Conga product-specific APIs depends on the product, deployment model, tenant, endpoint, and API version. Confirm the applicable Conga developer documentation before implementation.

Martini security model

  • Store credentials, tokens, endpoints, and environment settings as secured configuration.
  • Use least-privilege integration users and restrict access to required Salesforce and Conga objects.
  • Keep authentication logic and secrets separate from mappings and business rules.
  • Protect Martini APIs with appropriate authentication and authorization policies when exposing a façade to downstream systems.

Operational considerations for Conga CPQ integrations

Limits and pagination

Salesforce API usage is governed by org-level, user, and concurrency limits. Conga operations may also perform multiple underlying Salesforce operations. Use pagination, incremental criteria, batching, Composite requests, or Bulk APIs where appropriate, and avoid unnecessary polling.

Schema and package variation

Conga CPQ object and field API names can vary by package generation, namespace, version, and customer configuration. Build mappings from the customer’s actual describe metadata and test upgrades in a sandbox or equivalent non-production environment.

Idempotency and transaction boundaries

Quote creation may involve proposal, configuration, line-item, pricing, and approval steps. Store intermediate identifiers, use stable external references, and support safe resumption after timeouts so retries do not create duplicate proposals or orders.

Commercial data quality

Define currency, tax, rounding, effective-date, discount, term, and approval rules explicitly. Treat configurations and quotes as structured commercial transactions rather than simple product lists.

Testing and monitoring

Test permissions, validation rules, managed-package upgrades, event coverage, pagination, rate-limit behavior, partial failures, and status reversals. Monitor workflow logs, correlation identifiers, retry outcomes, and row-level bulk failures.

Why use Martini instead of scripts or point-to-point integrations?

Orchestration beyond point-to-point calls

Martini coordinates the multi-step operations required to create configurations, price proposals, submit approvals, create orders, and update downstream systems. This avoids duplicating transaction logic across individual scripts.

Reusable integration assets

Martini can consume documented Conga and Salesforce APIs, expose controlled APIs for other applications, and centralize mappings, validation, authentication, and error policies in reusable workflows.

Reliable synchronization

Scheduled, event-driven, API-led, and batch patterns can be implemented with pagination, checkpoints, correlation identifiers, retry routing, and monitoring. This provides more maintainable control than isolated scripts that handle only successful responses.

Adaptability

Because Conga CPQ schemas and Salesforce managed-package behavior can vary by deployment, Martini workflows can apply customer-specific transformations and business rules without requiring direct database access or hard-coded assumptions about every installation.

Frequently asked questions

How can Conga CPQ be integrated with enterprise systems?

Conga CPQ can be integrated through Conga APIs or, for Salesforce-hosted deployments, Salesforce REST, SOAP, Composite, and Bulk APIs. Selected event-driven designs may use Salesforce Platform Events, Change Data Capture, outbound messaging, or custom callbacks. Scheduled synchronization is also suitable for products, price lists, quotes, and orders.

Can Martini integrate with Conga CPQ?

Yes. Martini can integrate with Conga CPQ by consuming its documented REST endpoints or Salesforce APIs, authenticating with the applicable OAuth configuration, orchestrating workflows, mapping CPQ data, exposing APIs, and processing supported event notifications. A native Martini Conga CPQ connector is not documented in the supplied context.

Do I need a connector to integrate Conga CPQ with Martini?

No. A dedicated Conga CPQ connector is not required. Martini can use Conga’s documented APIs, Salesforce APIs for Salesforce-hosted deployments, supported event or callback mechanisms, file APIs, and the applicable authentication methods.

Is there any extra Lonti cost to integrate Conga CPQ with Martini?

Lonti does not charge an additional per-connector or per-vendor fee to integrate Conga CPQ. The integration is subject to the provisioned capacity of the Martini environment. Separate costs may apply from Conga, Salesforce, cloud infrastructure, ERP vendors, or other third-party systems depending on subscription, usage, and deployment model.

Which Conga CPQ integration methods should an implementation use?

For Salesforce-hosted Conga CPQ, Salesforce REST APIs are generally the most practical primary integration surface, with Composite or Bulk APIs used when appropriate. Salesforce SOAP is a secondary option for supported object coverage. Conga-specific APIs should be used where the customer’s product edition and developer documentation define the required operation.

Can Martini receive Conga CPQ webhooks or events?

Universal Conga CPQ webhook coverage was not confirmed. A Salesforce-hosted implementation may use Platform Events, Change Data Capture, outbound messaging, flows, Apex, or custom callbacks for selected objects and events. Coverage should be verified for every product, configuration, quote, or order event involved.

How should Conga CPQ synchronization handle configurations, pricing, and large data volumes?

Synchronization should account for product options, attributes, constraints, price lists, price-list items, currencies, effective dates, discounts, and approval context. Large loads may require pagination, batching, incremental timestamps, or Salesforce Bulk API processing. Martini can map these structures, maintain checkpoints, and apply validation before updates.

How are errors, retries, and duplicate quote creation handled?

Use stable external IDs or correlation identifiers and a lookup-before-create pattern. Martini can distinguish authentication, permission, validation, pricing, duplicate, rate-limit, and temporary platform failures, then retry transient failures while routing business failures for correction or review. Intermediate Conga and Salesforce identifiers should be stored so workflows can resume safely.

Related Martini documentation

APIs

Workflows

Data

Security

Operations

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