Conga Composer can be launched from a custom link on the Home page.

This works well for Conga Composer version 7. For Composer version 8, try using Solution Manager.

To create a custom link on the homepage:

  1. Native to Setup → Customize → Home → Custom Links.
  2. Click New to create a new Custom Link. Label it according to the solution you're running (ex: Weekly Sales Report).
  3. Choose Display in new window for the Behavior.
  4. Select URL for the Content Source.
  5. Enter the URL for your custom link, including parameters to customize the behavior and data retrieved.
  6. Enter the Conga Composer base URL. This may be copied from any Conga Composer button or link.
  7. Change the value for your &Id= parameter {!User.Id} merge field.

    Running Conga Composer from a Home Page Link results in no Master Object, so we use the User ID of the running user as the Master Object instead.

    Reference reports or queries in your home page link, but be aware of what values you’re passing to the filters on each. The addition of "?pv0=" after each report or query ID prevents Conga Composer from passing any values to the report and query filters.

    The &OCNR parameter is very useful for home page links. If this parameter is not included, the user is redirected to the master object record when the Composer window is closed. For home page links, the Master Object is the User detail page (see number 7 above for further information). Using &OCNR=1 will override that behavior and prevents the redirect so that the user will remain on the Salesforce Home page after the merge process runs.

  8. Click Save.

Ensure that the correct users have access to the Home page layout that houses your new Conga Composer custom link.