At this point, the main concerns of migrating Conga Composer to Salesforce Lightning have been addressed. However, you may have other considerations based on your specific implementation of Conga Composer. Some of these include:
- Home Page links
- Conga Mail Merge and Conga QuickMerge
- Documents and Solution Packs
Home Page Links
You cannot create Home Page components for Composer links in Salesforce Lightning. If you have any of these, we recommend moving them to a Global Merge record or using the Utility Builder to design a new layout.
Conga Mail Merge and Conga QuickMerge
Conga Mail Merge and Conga QuickMerge currently do not work in Salesforce Lightning. Global Merge can replicate the PointMerge capabilities of Conga QuickMerge, but not the MassMerge capabilities of Conga QuickMerge. There is not currently a workaround.
Documents and Solution Packs
Documents are not supported in Salesforce Lighting. If you are using existing Conga Solution Packs (which use Documents) or are using Conga templates saved as Documents, you must convert them to Salesforce Files. In Composer 8.15 and newer, you can utilize Quick Starts.
Stay tuned as we continue to upgrade the Conga Suite for Lightning!