Skip to main content
Conga Support

Global Publisher Action for Composer for Salesforce1

Add the Conga Composer® Global Publisher Action to the target object page layout to set up Composer solutions for Salesforce1®.

To add the Conga Composer Global Publisher Action to the target object page layout:

  1. Edit the Page Layout of the object where you’ve created solutions for Composer for Salesforce1.

  2. Click on Actions.

  3. Add the Conga Composer action to the Publisher Action layout by dragging and dropping the action to the Publisher Actions section.

  4. Click Save.

         It’s highly recommended that administrators do not include the Conga Composer Global Publisher Action as the first Publisher Action that appears in the Action Bar. The first Publisher Action in the Action Layout will open by default in the Chatter Feed for desktop users, which can be undesirable considering Composer for Salesforce1 solutions are optimized for mobile devices.

To ensure Composer appears in a browser in Salesforce1:
  1. In Account Layout, click Quick Actions.
  2. In the Quick Actions in the Salesforce Classic Publisher section, add the Conga Composer action to the layout.
To ensure Composer appears in a mobile device in Salesforce1:
  1. In Account Layout, click Quick Actions.
  2. In the Salesforce1 and Lightning Experience Actions section, add the Conga Composer action to the layout.