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Conga Support

Permissions Needed to Use Conga Sign

Connected Service User

A Connected Service User is a Salesforce user responsible for authorizing the OAuth connection in Conga Sign Setup. The Connected Service User's OAuth connection is used by Conga Sign to create and update Conga Sign related information for all users.

Salesforce administrators may create a new Connected Service User as a separate, specific Salesforce user record dedicated for use with Salesforce packages and integration. For Conga Sign, this Connected Service user is typically a System Administrator user profile and requires the permissions listed below.

  • 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
  • API Enabled

  • Customize Application

Regular Users

A regular user is a non-admin Salesforce users that uses Conga Sign and creates Conga Sign Transaction. 

  • 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