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Conga Support

Permissions needed for Conga Contracts for Salesforce

This page applies to: Conga Contracts for Salesforce

The following permissions are required to use Conga Contracts for Salesforce.

System Permissions

These permissions are only needed for the Administrator who is setting up an Oauth Token in Conga Contracts for Salesforce
  • API Enabled
  • View Setup
  • Customize Application
  • Tabs
    • APXT_Redlining__Setup

Objects

  • Contract (Read, Edit)
  • EmailMessage (Create, Read)

Fields

  • Contract.Contract_Family_Parent__c (Read, Edit)
  • Contract.Contract_Family_Root__c (Read, Edit)
  • Contract.Primary_Document_Title__c (Read, Edit)
  • Contract.Primary_Document__c (Read, Edit)
  • EmailMessage.Attached_Contract_Documents__c (Read, Edit)

Apex Classes

  • APXT_Redlining__apxt_constants
  • APXT_Redlining__apxt_emailMessageComplete
  • APXT_Redlining__apxt_utilities
  • APXT_Redlining__apxt_herokuConnect

Visualforce Pages

  • APXT_Redlining__Apxt_herokuConnect

Additional System Permissions Recommended

  • Modify All Data