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Conga Support

Permissions Needed to Use Conga Sign

Connected Service User

  • Package License granted
  • Read access to objects used with (for example, Opportunity)
  • Read/Write access to Conga Sign Transaction [APXT_CongaSign__Transaction__c] and all fields
    • Including any setup generated lookup fields (e.g Opportunity [Parent_006__c])
  • Read/Write access to Conga Sign Recipient [APXT_CongaSign__Recipient__c] and all fields
  • Permission to Apex Classes
    • APXT_CongaSign__apxt_setup
  • Permission to VF pages
    • APXT_CongaSign__apxt_setup
  • Permission on the User Record
    • Salesforce CRM Content User is enabled
  • Profile Permission > Administrative Permissions
    • Manage Salesforce CRM Content is enabled

Regular Users

  • Package License granted
  • Read access to objects used with (for example, Opportunity)
  • Read access to Conga Sign Transaction [APXT_CongaSign__Transaction__c] and all fields
    • Including any setup generated lookup fields (e.g Opportunity [Parent_006__c])
  • Read access to Conga Sign Recipient [APXT_CongaSign__Recipient__c] and all fields
  • Permission to Apex Classes
    • APXT_CongaSign__apxt_cancelTransaction
    • APXT_CongaSign__apxt_contentInfo
    • APXT_CongaSign__apxt_resendTransaction
    • APXT_CongaSign__apxt_sendForSignature
    • APXT_CongaSign__apxt_serviceRedirect
    • APXT_CongaSign__apxt_setup
  • Permission to VF pages
    • APXT_CongaSign__apxt_auditTransaction
    • APXT_CongaSign__apxt_cancelTransaction
    • APXT_CongaSign__apxt_contentInfo
    • APXT_CongaSign__apxt_editTransaction
    • APXT_CongaSign__apxt_resendTransaction
    • APXT_CongaSign__apxt_sendForSignature
    • APXT_CongaSign__apxt_serviceRedirect
    • APXT_CongaSign__apxt_setup
  • Permission on the User Record
    • Salesforce CRM Content User is enabled
  • Profile Permission > Administrative Permissions
    • Manage Salesforce CRM Content is enabled

User Permissions for Using Conga Sign with Composer

In addition to the permissions referenced above, a user creating Conga Sign Transactions with Conga Composer must have permission to the Apex Class listed below.

  • APXT_CongaSign__apxt_transactionService