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Conga Support

Composer Profile Permissions Enhanced View

The enhanced view can be enabled under Salesforce Setup > Build > Customize > User Interface > Enable Enhanced Profile User Interface

Go to Setup > Manage Users > Profiles > Select the Profile you want to change.

Apps section 

Open Assigned Apps.

Select Edit and then make the following fields visible by selecting the checkbox as shown in the screen shot below:

  • Conga Composer
  • Conga Conductor (if Conga Conductor is installed)
  • Conga Mail Merge (if Conga Mail Merge is installed)
  • Conga Workflow (if Conga Workflow is installed)

Making the above fields visible is not required, but enabling them will allow the profile to see the Conga apps in the Salesforce Custom App menu.

If the profile will be using Conga Composer OAuth buttons, open Assigned Connected Apps.

Click Edit and move Conga Composer from the Installed Connected Apps menu to the Enabled Connected Apps menu.

Open Object Settings.

Select the following Object Names and Edit. Each object must have at least Read permission (Create, Edit, and Delete may be enabled at your discretion) except for the Conga Email Staging object which requires Read, Create, Edit and Delete permissions and the Documents object which requires Create permission for email solutions (Delete permission is also highly recommended for Documents).

  • Conga Conductors (if Conga Conductor is installed)

    Conga Conductor is an optional, paid add-on to Conga Composer that launches on-demand or scheduled Conga Composer solutions in batches.

  • Conga Email Staging

    Conga Email Staging is a component of Conga Email; Read, Create, Edit, and Delete permissions are required for any profile using Conga Email.

  • Conga Email Templates

    Conga Email Templates is a custom object that allows you to build and store HTML email templates for use in your merge operation, whether as the primary destination for merged data or used in conjunction with a document template.

  • Conga Queries

    Conga Queries is a custom object that allows you to build and store SOQL queries to retrieve data for use in your merge operation.

  • Conga Templates

    Conga Templates is a custom object that allows you to store your document (Word, Excel, PowerPoint, or PDF) templates.

  • Documents

    The Create permission is required on the Documents object in order for a user to utilize email functionality with Conga Composer. The Delete permission is also recommended for the Documents object.

    The Documents object is used in Conga Composer as a temporary holding area for the merged output file while the email is assembled. The Create permission allows a user to utilize this functionality while the Delete permission ensures that each document that is created by a user is subsequently replaced the next time that user initiates a Conga Composer email process.

  • QuickMerge Links (if Conga QuickMerge is installed)

    Conga QuickMerge is an optional, free add-on to Conga Composer that helps automate Composer and Conga Mail Merge solutions by expanding the scope of how they can be launched.

Systems section 

Open System Permissions.

Edit > Enable the following:

  • API Enabled

    Required for any profile using Conga Composer.

  • Export Reports

    Required for any profile using reports as part of their Conga Composer solution.

  • Run Reports

    Required for any profile using reports as part of their Conga Composer solution.

  • Send Outbound Messages

    Required for the user that initiates the workflow process, otherwise the email will not be sent.

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