This topic describes the Composer Profile Permissions using the Salesforce Enhanced View.

To enable the enhanced view:

  1. From Setup, in the Quick Find box, enter User, and then select User Management Settings.
  2. Enable Enhanced Profile User Interface.

To enable permission to use Conga Permission in the Profile Permissions Enhanced View: 

  1. From Setup, in the Quick Find box, enter User, and then select Profiles.
  2. Select the Profile you want to change.

Open System Permissions

Click Edit and enable the following:

  • API Enabled - Required for any profile using Conga Composer.
  • Export Reports - Required for any profile using reports as part of their Conga Composer solution.
  • Run Reports - Required for any profile using reports as part of their Conga Composer solution.
  • Send Outbound Messages - Required for the user that initiates the workflow process, otherwise, the email is not sent.
  • Visual Force - If you use Visual Force/Apex, click Visual Force Page Access and add access.

Apps Section

To open Assigned Apps:

Click Edit and then make the following fields visible by selecting the respective checkboxes:

  • Conga Composer
  • Conga Batch (if Conga Batch is installed)
  • Conga Trigger (if Conga Trigger is installed)

If the profile uses Conga Composer OAuth buttons, open Assigned Connected Apps. Click Edit and move Conga Composer from the Installed Connected Apps menu to the Enabled Connected Apps menu.

Making the above fields visible is not required, but enabling them allows the profile to see the Conga apps in the Salesforce Custom App menu.

Open Object Settings

Select the following Object Names and click Edit. Each object must have at least Read permission (Create, Edit, and Delete may be enabled at your discretion) except for the Conga Email Staging object which requires Read, Create, Edit, and Delete permissions, and the Documents object which requires Create permission for email solutions (Delete permission is also highly recommended for Documents).

  • Conga Batches (if Conga Batch is installed) - Conga Batch is an optional, paid add-on to Conga Composer that launches on-demand or scheduled Conga Composer solutions in batches.
  • Conga Email Staging - Conga Email Staging is a component of Conga Email; Read, Create, Edit, and Delete permissions are required for any profile using Conga Email.
  • Conga Email Templates - Conga Email Templates is a custom object that allows you to build and store HTML email templates for use in your merge operation, whether as the primary destination for merged data or used in conjunction with a document template.
  • Conga Queries - Conga Queries is a custom object that allows you to build and store SOQL queries to retrieve data for use in your merge operation.
  • Conga Templates - Conga Templates is a custom object that allows you to store your document (Word, Excel, PowerPoint, or PDF) templates.

  • Documents - The Create permission is required on the Documents object in order for a user to utilize email functionality with Conga Composer. Delete permission is also recommended for the Documents object.

    The Documents object is used in Conga Composer as a temporary holding area for the merged output file while the email is assembled. The Create permission allows a user to utilize this functionality while the Delete permission ensures that each document that is created by a user is replaced the next time that the user initiates a Conga Composer email process.

Open Custom Metadata Types

Add the following Custom Metadata Types to the Enabled Custom Metadata Types section for each Conga product that the profile (that is assigned this specific profile) will use. After adding the Custom Metadata Types, click Save.

  • Composer
    • APXTConga4.Composer Setting
    • APXTConga4.Conga Solution Export Environment
    • APXTConga4.Conga Solution Export Setting
    • APXTConga4.Connected App Setting
  • Batch (if Conga Batch is installed)
    • APXT_BPM.Conductor Region
    • APXT_BPM.Conductor Setting

  • Trigger (if Conga Trigger is installed)

    • CongaWorkflow.Workflow Region

    • CongaWorkflow.Workflow Region

Open Custom Setting Definitions

Add the following Custom Setting Definitions. After adding the Custom Setting Definitions, click Save.

  • Composer
    • Conga Composer.APXTConga4.Conga Composer Settings
    • Conga Composer.APXTConga4.Conga Solutions Settings