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Conga Support

Install Conga Workflow

     Installing Conga Workflow is OPTIONAL. You do not need to install Workflow to get started with Conga Composer. Conga Workflow is an add-on to Conga Composer and must be installed separately. Conga Workflow must also 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 Workflow:

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

  2. Enter the Salesforce credentials for the instance where Conga Workflow will be installed and log in to Salesforce.

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

    Conga recommends selecting Install for All Users.

  4. Click Install.

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

  5. Click Done.

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