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Conga Support

Lightning Readiness Items for Conga Composer

The following items must be addressed to make your Conga Composer solutions Lightning Ready.  Use the navigation in this window to walk through the steps.

Item What to Do
Non-OAuth Conga buttons Convert non-OAuth buttons to OAuth; configure Composer as a Connected App.
Reports used to gather data for Conga templates Convert these reports to queries.
Templates Converting reports to queries results in new field naming convention; all templates should be reviewed.
Configure Conga Composer as a Connected Apps
Home Page Composer links Move to Global Merge record or use the Utility Builder to design a new layout.
JavaScript Buttons (such as Composer or Conga Batch List View Buttons) Choose a different implementation technique or engage Conga Services to build a custom solution.


As each Composer implementation is unique, additional steps might be required to make your specific Composer solution Lightning ready.