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Conga Support

Install Conga Conductor

     Installing Conga Conductor is OPTIONAL. You do not need to install Conductor to get started with Conga Composer. Conga Conductor is an add-on to and must be installed separately from Conga Composer. Additionally, Conga Conductor must be activated by the Conga support team.

Tabs in the Conductor managed package count against your Salesforce organization's tab limit.  Be mindful of this when installing.

To install Conga Conductor:

  1. Click the appropriate link to install Conga Conductor in your Salesforce environment:

    Conductor requires your trial to be enabled by Conga.

  2. Enter the Salesforce credentials for the instance in which you want to install Conga Conductor and log in to Salesforce.

  3. Select a security level for the Conga Conductor application.

    Conga recommends selecting Install for All users, as anyone who launches batched merges via through Conga Conductor requires access to the Conga Conductor app components.

  4. Click Install.

  5. Installation Complete! appears, confirming the Conga Conductor package has been installed successfully.

  6. Click Done.

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