Sunday, April 12, 2015

Salesforce and Conga Composer Integration

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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