Conga® Email Templates (CETs) and Salesforce® Email Templates are supported.
SendGrid® is supported.
During the sending process, the user does not have access to the email editor.
Auto-delivery is recommended.
Adobe eSign® Agreement Templates are supported.
Supported vs. Unsupported Objects
Global Actions are not supported on all Standard Salesforce objects. Since you need to add the Conga Composer® global publisher action to the object page layout, Composer for SF1 will only work on the following:
- Custom objects
Composer for SF1 will not work on the following Objects:
Composer for SF1 does not work when lightning components are enabled.
Storing in Salesforce
Notes & Attachments
Well supported in Salesforce1
Best Practice to use Chatter to store in Salesforce when using Composer for Salesforce1
Files can be downloaded to your mobile device
Not well supported in Salesforce1
No capability to download PDF or .docx files on mobile devices
If Google Drive® is going to be used, a refresh token must be set up.
To set up Google Drive Integration:
Click Integration Partners.
Select the Google Drive tab.
Click Update Google Token.
- Navigate to the Conga Composer Setup tab.
Follow the steps to update the token.