Go to Salesforce Setup > Administer > Manage Users > Profiles > Select the Profile Name you want to change (e.g. Business Analyst) > Edit.
Starting from the top of the page, change the following:
Custom App Settings
Select the following check boxes to make them visible. This is not required but enabling it will allow the profile to see the Conga® apps in the Salesforce Custom App menu.
Conga Courier® is a separate Conga application that allows for scheduled email delivery of Salesforce reports; it is not discussed in this article.
- Conga Composer
- Conga Batch® (if Conga Batch is installed)
- Conga Mail Merge® (if Conga Mail Merge is installed)
- Conga Trigger® (if Conga Trigger is installed)
Connected App Access
If the profile is using the Conga Composer OAuth buttons, enable Conga Composer as a Connected App by selecting the check box.
Custom Tab Settings - "Default On" is the recommended setting, however is not a required permission for end users; enabling it will simply allow a user to see the Conga tabs. We do require this permission for System Administrators, as it is needed for maintenance and troubleshooting of solutions.
- About Conga Composer
- Conga Composer Setup
- Conga Templates
- Conga Email Templates
- Conga Queries
- Conga Resources
- Conga Mail Merge (if Conga Mail Merge is installed)
- QuickMerge℠ Links (if Conga QuickMerge is installed)
If Conga Batch is installed, we recommend enabling its tabs as "Default On." These tabs are required as "Default On" for System Administrators.
- About Conga Batch
- Conga Batches
- Conga Batch Setup
- Conga Batch Dashboard
If Conga Trigger is installed, we recommend enabling its tabs as "Default On." These tabs are required as "Default On" for System Administrators.
- About Conga Trigger
- Conga Trigger Setup
- Conga Trigger Formula Builder
- Conga Trigger Dashboard
Select the API Enabled check box. This is a required permission for anyone using Conga Composer.
- API Enabled.
General User Permissions
Select the following check boxes; both are required for any users who are using reports as part of their Conga Composer solution.
- Export Reports
- Run Reports
Standard Object Permissions
- Create permission is required on the Documents object in order for a user to utilize email functionality with Conga Composer. Delete permission is also highly 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.
Custom Object Permissions
Provide at least Read access (Create, Edit, Delete, View All, and Modify All are not required for end-users and can be enabled at your discretion) for the following objects. Read, Create, Edit, and Delete permissions are required for Conga Email Staging.
Conga Templates is a custom object that allows you to store your document (Word®, Excel®, PowerPoint®, or PDF) templates.
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 Email Staging℠ - requires Read, Create, Edit, and Delete permissions
Conga Email Staging is a component of Conga Email; Read, Create, Edit, and Delete permissions are required for any profile using Conga Email.
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 Batch (if Conga Batch is installed)
Conga Batch is an optional, paid add-on to Conga Composer that launches on-demand or scheduled Conga Composer solutions in batches.
Conga Trigger (if Conga Trigger is installed)
Conga Trigger is an optional, paid add-on to Conga Composer that launches Conga Composer operations as the result of a Salesforce Conga Trigger rule.
QuickMerge Links℠ (if Conga QuickMerge is installed)
Conga Quick Merge Links 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.
Scheduled Conga Batch History℠ (if Conga Batch is installed)
Scheduled Conga Batch History is a child object of Conga Batch and displays details of past scheduled Conga Batch routines.
In addition to providing access to Objects, ensure Profiles have access to all necessary fields on the custom Conga Objects as well as fields on other Objects from which you are merging data.