Introduction to Conga Composer

Let’s see an overview of the Conga Composer application, followed by the steps to install and set up Conga Composer. Join us to for Introduction to Conga Composer and conga instation guide.

What is Conga Composer?

Conga Composer is a third-party document generation application for Salesforce. It is available on Salesforce AppExchange. The application makes use of personalized templates to generate documents in various formats like Word, PowerPoint, PDF, Excel, and HTML e-mails using a single button click.

The administrators create Conga Solutions, which uses a custom link or button on a Salesforce object. The object on which this solution is created is called the master object. Upon clicking this custom button/link, all the standard as well as the custom fields are collected and kept ready to merge them in the document. To collect those fields, the administrator creates a Conga Query and associates it with the Conga Solutions. The generated documents can be emailed to the users using Conga Email Templates.

Learn more about Conga Composer Digital Documents.

Conga Composer Terminologies

• Master Object – The primary object on which a Conga Solution is based. From this object, the core data to be merged with the template is collected.
• Conga Solution – An automation built within Salesforce to generate documents without manual formatting and copy-pasting of the data. With this, the template used for document generation, the Conga Queries to populate the data in the document, the document format (PDF, Word, PowerPoint, etc), the Conga Email Template, and other parameters are all associated.
• Conga Query – The SOQL queries used to retrieve the core data that will be used in the document.
• Conga Email Template – The email templates within the Conga Composer that are used to generate emails to the users.
• Conga Templates – The templates used for document generation are stored here as records which are then associated with the Conga Solution to generate documents.

Conga Composer Installation and Setup

1. Visit Salesforce AppExchange.
2. Search and get ‘Conga Composer’.
3. While installing, select ‘Install for all Users’ and click ‘Install’.

4. Grant access to third-party websites and click ‘Continue’.
5. Upon successful installation, the admin should be able to view the package under ‘Installed Packages’.
6. From the App Launcher, go to the ‘Conga Composer’ application.

The below image is the Home page

7. From the App Launcher, select ‘Conga Solutions Setup’ to add remote sites. Note: This is an essential step in generating documents, configuring Conga solutions, and avoiding any remote site errors in Conga Composer.

8. Click ‘Add Site’. Click ‘Save’ and close this tab. Repeat the same for all the other remote sites.

After adding all the remote sites, the admin should be able to see the checkmarks beside each of them

9. Navigate to Salesforce Setup . In the Quick Find, type and go to ‘Manage Connected Apps’

10. Click ‘Edit’ against Conga Composer Lightning.
11. Under OAuth Policies, change the Permitted Users to ‘Admin approved users are pre- approved’. Click ‘OK’ to accept the warning. Change the IP Relaxation to ‘Relax IP restrictions.

12. Click ‘Save’.
13. Open ‘Conga Composer Lightning’.
14. Scroll down to the ‘Profiles’ section and click ‘Manage Profiles’.
15. Add the required profiles that will be managing the Conga Composer

By now, Conga Composer is all set to generate documents.

Check our video