How to install Conga Composer?
As an administrator log in to the Salesforce account. To
install conga composer you must have Professional, Enterprise,
Unlimited/Performance and Developer edition.
Let’s install Conga Composer. Click AppExchange in the Force.com
App Menu. In AppExchange search Conga Composer.
Conga Composer app page is displayed. To download the app
click “Get It Now” (Green Button).
When you click “Get It Now” to download the app it will
provide two options below.
Log in to the
AppExchange: If already have salesforce account then use this option. Select
“Log in to the Appexchange”.
I don’t have a login:
You can’t download the app without Salesforce account. If you want to download
the app on developer account then create a new salesforce account.
When you click “Log
in to the Appexchange” now it will ask you in which instance you want to
install the Conga Composer. You have two options: Install in production or Install in sandbox. When you are using
conga composer for the first time then you need to install in sandbox. But if
you have tested conga composer in sandbox and now you want to install conga
composer in production you can click “Install
in production”.
Since I am using Developer Edition for this integration so I
will select “Install in Production”.
On this page it will display information regarding the
installation of conga composer on salesforce. Select the checkbox “I have read and agree to the terms and
condition” and then “Confirm and
Install” (Blue Button).
It will ask you to enter the login details to start the
installation.
Select “Install for
Admins Only” or “Install for All
User” or “Install for Specific
Profiles” to which you want to give access to conga composer and then click
Install.
Installation in progress.
Sometime the installation may take longer time and you will
receive an email once the installation is completed. Click Done.
Received email Conga Composer has been installed
successfully.
Go to Force.com App Menu and you can see Conga Composer app.
To allow Conga Composer to interact with you data with
salesforce you need to enable security settings.
1.
To give access conga composer access to user
profile you need to enable API Enabled settings.
2.
If you want to use Salesforce Reports as a data
source for Composer then enable “Run Reports” and ‘Export Reports” for the
desired user profile.
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