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Conga Support

Adding a Global Merge Custom Link to the Lightning Home Page

Currently, you can use Custom Home Page Link and Components in Classic to run Composer reports. If you plan to switch to Lightning, there is no similar functionality but you can create a VisualForce page with the <apex:outputLink> tag and add it to your Lightning home page. 

  Due to their complicated nature the integration of Conga with JavaScript, Visualforce and Apex (or other programming languages) is not supported.

To add a global merge custom link to the Lightning home page:

1. Select any Composer solution URL that’s built for a Custom Link and remove any spaces or carriage returns so it’s on a single line.

So that this:

/apex/APXTConga4__Conga_Composer
?id={!User.Id}

&QueryId=[ClosedOpps]a1w1a000000Ooo8,[NegotiateOpps]a1w1a000000OooI,[ProposalOpps]a1w1a000000OooN,[CloseLostOpps]a1w1a000000OooS,[OppInfo]a1w1a000000Ooom
&TemplateId=a241a000000shZh
&DS7=3

Becomes this:

/apex/APXTConga4__Conga_Composer?id={!User.Id}&QueryId=[ClosedOpps]a1w1a000000Ooo8,[NegotiateOpps]a1w1a000000OooI,[ProposalOpps]a1w1a000000OooN,[CloseLostOpps]a1w1a000000OooS,[OppInfo]a1w1a000000Ooom&TemplateId=a241a000000shZh&DS7=3

2. Anywhere the link is referencing a System field like {!User.Id}, update to have a dollar sign following the exclamation point.

{!$User.Id}

3. One your URL is modified, add the following snippet to your VisualForce page:

<apex:page showHeader="false" sidebar="false" lightningStylesheets="true">
    <div>
        <apex:outputLink value="YOUR URL GOES HERE" id="ID NAME">THE DISPLAY NAME OF THE LINK</apex:outputLink>
    </div>
</apex:page>

As a result, the final snippet will look like this:

<apex:page showHeader="false" sidebar="false" lightningStylesheets="true">
    <div>
        <apex:outputLink value = "/apex/APXTConga4__Conga_Composer?id={!$User.Id}&QueryId=[ClosedOpps]a1w1a000000Ooo8,[NegotiateOpps]a1w1a000000OooI,[ProposalOpps]a1w1a000000OooN,[CloseLostOpps]a1w1a000000OooS,[OppInfo]a1w1a000000Ooom&TemplateId=a241a000000shZh&DS7=3" id="oppReport">Conga Opp Report</apex:outputLink>
    </div>
</apex:page>

You can wrap any other Custom Links in their own <div> tags to get multiple links on the same page. 

4. Copy and paste the whole snippet into the body of the VisualForce page.

5. Check TRUE for ‘Available for Lightning Experience, Lightning Communities, and the mobile app’.

6. Navigate to the Gear icon.

7. Click Edit Page.

8. From the Lightning App Builder menu, select a Visualforce and drag and drop it onto the page wherever you’d like the links to appear.

9.  Give the component a label.

10. Select the Visualforce page you just created, and set the height.

A height of 75 is ideal if you only have one or two links. 

11. Select Save.

12. Activate the page.

13. Assign profiles.

14. The custom links are now added to the Lightning home page.