To install and successfully use Contracts for Salesforce, you must have one of the following from each category:

Salesforce Edition:

  • Performance / Unlimited
  • Enterprise
  • Developer Salesforce® Products:
  • Sales Cloud
  • Service Cloud
  • Force.com / App Cloud
  • Health Cloud
  • Financial Services Cloud
  • Quote-to-Cash

Internet Explorer is no longer compatible with Conga Contracts for Salesforce's True-Up user interface in version 1.89 and subsequent versions.

Internet Browsers (latest version):

  • Google Chrome
  • Mozilla Firefox
  • See Mozilla getting started to ensure Salesforce works optimally with Firefox, update the browser’s configuration settings.See Supported browsers for Salesforce Classic. Salesforce Classic is supported with Microsoft Internet Explorer version 9, 10, and 11, and Apple Safari version 11.x on macOS. The most recent stable versions of Microsoft Edge, Mozilla Firefox, and Google Chrome are also supported. There are some limitations. Supported browsers for the Lightning experience. See the supported browsers and limitations for Lightning Experience. Recommendations and Requirements for all browsers. For the best experience and security, follow these guidelines.
  • For all browsers, enable JavaScript, cookies, and TLS 1.2. If TLS 1.2 isn’t available, enable TLS 1.1. Browsers that don’t support TLS 1.1 or TLS 1.2 won’t be able to access Salesforce after we deactivate TLS 1.0. Deactivation has already occurred in sandbox orgs and concludes with production orgs on July 22, 2017.
  • Some features use iframes to work in Lightning Experience, so you must have the appropriate browser security settings for iframes to load correctly. Follow your browser’s instructions to enable working with iframes and third-party cookies. For example: In Internet Explorer, set the Launching programs and files in an IFRAME security setting to Enable orPrompt. In Safari, we recommend changing your privacy settings for cookies to Allow from websites I visit. In Chrome, make sure that Block third-party cookies and site data isn’t selected in the Content settings.
  • The minimum screen resolution required to support all Salesforce features is 1024 x 768. Lower screen resolutions don’t always properly display Salesforce features such as Report Builder and Page Layout Editor.
  • For Mac OS users on Apple Safari or Chrome, make sure the system setting Show scroll barsis set to Always.
  • Some third-party browser plug-ins and extensions can interfere with the functionality of Chatter. If you experience malfunctions or inconsistent behavior with Chatter, disable the browser's plug-ins and extensions and try again.

Template Software:

  • Microsoft Office 2016 (Mac or PC)
  • Adobe Acrobat XI, Acrobat Reader

Adobe LiveCycle PDFs are not supported.

Mobile:

Compatible with Salesforce1 and all mobile browsers when configured following the documentation.