Composer buttons that do not use OAuth security (Open Authorization) must be converted to OAuth buttons in order to work in Salesforce Lightning.
How Do I Know if My Composer Buttons Need to be Converted?
Navigate to the button in question and view the URL.If the button was created using Solution Manager inConga ComposerRelease 8, you can view the URL by navigating to the Solution record in the Conga Solutions tab. If not, you can view the button URL in Salesforce Setup or by launching the button and generating a Debug URL from the Composer user interface.
If the first line of the URL looks like the one below, the button does NOT need to be converted. /apex/APXTConga4__Conga_Composer
Convert to an OAuth Button
To convert your Non-OAuth button to an OAuth button, follow the steps below.
Copy the following URL: /apex/APXTConga4__Conga_Composer?serverUrl={!API.Partner_Server_URL_370}&id=
Navigate to your button in Salesforce Setup → Customize → Master Object (i.e. Account) → Buttons, Links, and Actions
ClickEdit.
Replace the first four lines of your button URL with the three lines you just copied above. A quick way to do this is to highlight the first four lines of the URL, right click, and selectPaste.
In the third line of the URL, enter the ID of your Master Object (i.e. the object on which the button was built, such as Account, Opportunity, Contact, etc.). You can do this using theInsert Merge Fieldoption.
For a button built on the Account object, the first three lines of the URL would look like this: /apex/APXTConga4__Conga_Composer?serverUrl={!API.Partner_Server_URL_370}&id={!Account.Id}
ClickSaveto save the updated URL.
Configure Composer as a Connected App
Now you need to configure Composer as a Connected App to complete the process of converting to OAuth buttons.
Follow the steps below to do so.
Navigate toConnected Appsin Salesforce Setup.
ClickEditnext toConga Composer.
UnderOAuth policies, selectAdmin approved users are pre-authorized.
ClickSave. This will return you to theConnected Appspage.
Lastly, designate who can connect toConga Composervia OAuth by adding Profiles or Permission Sets. To do so, click back intoConga Composerfrom the Connected Apps screen (by clickingEditagain), scroll down, and clickManage ProfilesorManage Permission Setsand then add the necessary Profiles or Permission Sets.
Users who have been pre-approved by the admin can now launch Composer OAuth buttons. Users who have not will be denied access.
To use Composer OAuth buttons, users must have APXTConga4.Conga_Composer Visualforce page added in their profile's Enabled Visualforce Page Access section. If this is not included, they will get an Insufficient Privileges error.