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Conga Support

Enable Conga Composer Security Settings

You must enable security settings to allow Conga Composer® to interact with your data:

  • For each user profile that has access to Conga Composer, ensure the API Enabled setting is active.
  • If you want to use Salesforce® Reports as a data source for Composer solutions, ensure that Run Reports and Export Reports are enabled for each user profile that has access to Conga Composer.

Do not set Lock IP Sessions in Salesforce. Doing this will disable Conga Composer from being able to communicate with Salesforce, rendering Conga Composer unusable.

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