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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 needed for the administrator only. The administrator is the user who sets 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 

  • User must have Conga Redlining added to Permission Sets