Approach for Integrating Contract Management Solution with Salesforce

Approach for Integrating Contract Management Solution with Salesforce

Discovery & Impact Analysis

Based on the customer requirements to integrate Conga Solution with Salesforce, Girikon starts with Discovery & Analysis phase, where BA and Salesforce Architect are assigned to gather the requirements and problem statement. Girikon Business Analysts work with different Stakeholders to gather the requirements and prepare the user stories based on the roblem statement.

Implementation & Configuration: 

Based on user stories and initial solutions, Girikon assigned Salesforce Consultant to work on development. All the user stories were maintained in Jira. Once Conga CLM is integrated with Salesforce, the following tasks can be performed based on the solution developed: 

Install and Upgrade Conga CLM (Contracts for Salesforce) 

• Configure Permissions and Licenses
• Add Buttons
• Add to Layouts
• Use Automatic Configurator

Configure the Clause Library

• Create Clause Types, Clause Bundles, and Clauses
• Manage Clauses

Document Generation with Salesforce CPQ

• Add quote terms from the Salesforce CPQ Clause Library
• Generate documents and Document type.
• Send for Negotiation using Microsoft Word.
• Negotiate documents through email
• True-Up data by syncing back to Salesforce.
• Deliver the final document according to the specified delivery method (for example, eSignature)

Testing/Quality Assurance

Once the development/Integration is done, the Girikon QA does the quality testing of all the deliverables through the following level of testing:

• Unit Testing: Functional testing for discrete functionality without the context of business processes
• Functional Testing: Functional testing using the business process scenarios, Integration Testing
• System Testing/UAT preferably on Full Sandbox

UAT Phase

Upon completion of the User Stories tagged for a release, the client will walk through all enhancements completed as part of the release. The formal UAT process will comprise verifying all developments done on a (partial/full) Sandbox.
The QA team will also do regression testing to ensure all the features included in the release are completed and passed testing

Roll-out, Support & Training Assistance

During this phase, we cover the following activities:

• Deployment to Production
• End to End testing of Workflows in Production including Integrations
• Go-Live
• Post Go-live support
• Training as required & Handover