Before the Conga Collaborate support team can help you set up your Salesforce Integration, we need access to your Salesforce account. The safest way for you to enable that is by using the Salesforce Grant Access feature. No account credentials change hands, changes made show up in an audit trail, and the feature doesn’t allow the outside user to make changes to vital data like your passwords or users.
To grant Conga Collaborate access to your Salesforce account, you must first install the Conga Collaborate Managed Package.
Follow these steps to grant access:
- In Salesforce, click the User Menu option next to Setup at the top of the screen (Your name).
- Click My Settings.
- Click Personal.
- Click Grant Login Access.
- Open the Conga Collaborate Support menu and choose the length of time you’ll grant access. We recommend one month.
- Click Save.
- Notify your Conga Collaborate account manager that access has been granted.