Conga Product Documentation

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Adding Office 365 Lightning Components

Warning:

This feature is not available for Salesforce Classic.

There are two lightning components available when integrating Office 365 with Contracts for Salesforce:

  • Office 365 Document Collaboration: This component displays the current status of any review cycles. You can see if a review cycle is Active or Inactive, and view the Start and End Time.
  • Documentation Collaboration Status: This component displays any current active review cycles.

To Add an Office 365 Component

  • Navigate to your Contract Agreement
  • From the setup icon in the upper right, click Edit Page
  • Under the Components list on the left, click and drag one of the following onto your page layout:
    • office365CollaborationDataTable to display the status of any review cycles
    • o365CollaborationStatus to display the status of current active review cycles
  • Click Save
  • Click Activation to activate and assign the new page layout