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Composer for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

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Composer for Salesforce

Composer Tips and Tricks

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Configuring the Composer Lightning Component for a Salesforce Community

Use the Composer Lightning Component in Salesforce Communities to allow Community users to easily merge documents. Follow the steps below to configure the Composer Lighting Component for use in a Salesforce Community.

Note:
  • The Composer Lightning Component does not integrate with Community home pages. The Composer Lightning Component is intended for use on Record Detail pages in Communities. Additionally, the Composer Lightning Component is not intended for High-Volume Community Users, as opposed to standard Community users.
  • Composer does not support proxy URLs in Salesforce Communities/Experience Cloud.
  • Users cannot successfully launch the Composer Lightning Component in Communities when accessing it from Salesforce Mobile.

Set Up the Composer Lightning Component for a Customer Community

Prerequisites to Setup the Composer Lightning Component for a Customer Community

  • Create and activate Remote Site Settings for the Customer Community.
    1. Navigate to Salesforce Setup and use the Quick Find search box to access Remote Site Settings under the Security section.
    2. Click New Remote Site.
    3. Name the new Remote Site and paste in the Customer Community domain URL in the Remote Site URL field.
      • Example Remote Site URL for a Customer Community: https://granitehorse-16c4551c140.force.com
    4. Click Save.
  • Clone a standard Customer Community User profile, such as the Customer Community User Profile, to create a new a custom Community user profile.
    1. In the Profile section of Salesforce Setup, click Clone next to the standard Customer Community User profile.
    2. Name the name the new custom profile and click Save.
  • Enable the API Enabled permission for the new custom Community profile.
    • Navigate to the new custom Community profile in Salesforce Setup.
    • Click System Permissions.
    • Click Edit.
    • Check the Enabled checkbox field next to API Enabled and click Save.
  • Assign the new custom Community profile to Community users that will use the Composer Lightning Component.
    Note:

    To assign a custom or standard Community profile to a Community user, the Community user must have initially been created from a Contact record. For more information on creating a Community user, see Create Communities Users.

  • Assign Conga Composer licenses to Community users that will use the Composer Lightning Component.
  • Assign the Composer Communities Permission Set to Community users that will use the Composer Lightning Component.
    • As an alternative to assigning the Composer Communities Permission Set, ensure that the custom Community user profile has necessary profile permissions to use Conga Composer.
      Note:

      Community Users do not need access to the Modify Metadata Through Metadata API Functions permission to use the Composer Lightning Component in Communities. In this use case, Composer saves the refresh token into the browser cookie instead of accessing custom metadata.

  • (optional) Check the Allow internal users to log in directly to the community checkbox field in the Administration section of the Workspace of a Community. This allows internal users to log into a Community and use the Composer Lightning Component.
    1. Navigate to Salesforce Setup and use the Quick Find search box to select All Communities.
    2. Click Administration.
    3. Click Login & Registration.
    4. Check the Allow internal users to log in directly to the community checkbox and click Save.

Set Up the Composer Lightning Component for a Customer Community

It is recommended to use the background mode parameter (DS7) with the Composer Lightning Component in a Community to provide the best user experience.

  1. Navigate to Salesforce Setup and use the Quick Find search box to access All Communities under the Communities section.
  2. Click Builder next to the Customer Community to access the Community Builder.
  3. Use the dropdown menu in the top left corner to navigate to a Record Detail page.
  4. Click the Components option on the left hand side.
  5. Scroll down to the Custom Components section and drag the Conga Composer Lightning Component onto the Record Detail page.
  6. Select a Solution Collection to use for the Composer Lightning Component.
  7. Click X after selecting the Solution Collection.
  8. Click Publish.

Set Up the Composer Lightning Component for a Partner Community

Prerequisites to Set Up the Composer Lightning Component for a Partner Community

  • Create and activate Remote Site Settings for the Partner Community.
    1. Navigate to Salesforce Setup and use the Quick Find search box to access Remote Site Settings under the Security section.
    2. Click New Remote Site.
    3. Name the new Remote Site and paste it in the Partner Community domain URL in the Remote Site URL field.
      • Example Remote Site URL for a Partner Community: https://granitehorse-16c4551c140.force.com/
    4. Click Save.
  • Clone a standard Partner User profile, such as the Partner User Profile, to create a new custom Partner User profile.
    1. In the Profile section of Salesforce Setup, click Clone next to the standard Partner User profile.
    2. Name the name custom profile and click Save.
  • Enable the API Enabled permission for the new custom Partner User profile.
    1. Navigate to the new custom Partner User profile in Salesforce Setup.
    2. Click System Permissions.
    3. Click Edit.
    4. Check the Enabled checkbox field next to API Enabled and click Save.

  • Assign the new custom Partner User profile to Partner Users that will use the Composer Lightning Component.
    Note:

    To assign a custom or standard Partner Users profile to a Partner User, the Partner User must have initially been created from a Contact record. For more information on creating a Partner User, see Create Partner Users.

  • Assign Conga Composer licenses to Partner Users that will use the Composer Lightning Component.
  • Enable Public/Read Default External Access in Sharing Settings.

    1. Navigate to Salesforce Setup and use the Quick Find search box to access Sharing Settings under the Security section.
    2. Click Edit.
    3. Change the Default External Access column's value to Public Read/Write for all Conga objects.
    4. Click Save.
  • (Optional) Check the Allow internal users to log in directly to the community checkbox field in the Administration section of the Workspace. This allows internal users to log into a Community and use the Composer Lightning Component.
    1. Navigate to Salesforce Setup and use the Quick Find search box to select All Communities.
    2. Click Administration.
    3. Click Login & Registration.
    4. Check the Allow internal users to log in directly to the community checkbox and click Save.

Setup the Composer Lightning Component for a Partner Community

Note:

It is recommended to use the background mode parameter (DS7) with the Composer Lightning Component in a Community to provide the best user experience.

  1. Navigate to Salesforce Setup and use the Quick Find search box to access All Communities under the Communities section.
  2. Click Builder next to the Partner Community to access the Community Builder.
  3. Use the dropdown menu in the top left corner to navigate to a Record Detail page.
  4. Click the Components option on the left hand side.
  5. Scroll down to the Custom Components section and drag the Conga Composer Lightning Component onto the Record Detail page.
  6. Select a Solution Collection to use for the Composer Lightning Component.
  7. Click X after selecting the Solution Collection.
  8. Click Publish.

Frequently Asked Questions

  • Does the Composer Lightning Component work in a Community when it is integrated with Conga Sign?

    Yes - Instances where the Composer Lightning Component leverages Conga Sign will run successfully in a Salesforce Community.

  • As an Admin, why can I see the Composer Lightning Component in a Community but a Community user cannot?

    It is likely that the Community users do not have the required Composer-related permissions to view the Composer Lightning Component. Ensure that the Community users have the necessary access to Conga object and Apex classes. Additionally, check to see that org-wide sharing settings are set up appropriately.

  • How does licensing work with Community users launching the Composer Lightning Component in a Community

    Each Community user must have an assigned Conga Composer license. For more information on assigning Conga Composer licenses, see Assign User Licenses.

  • Can Community users launch the Composer Lightning Component in a Community while accessing it from Salesforce Mobile?

    No, the Composer Lightning Component is not compatible in Communities when attempting to launch it from Salesforce Mobile.

Administrator Guide
Composer

March 21, 2025