Conga Product Documentation

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Creating Office 365 Integration Buttons

There are two types of buttons you can create on your agreement object:

Client Credentials

This button interacts with SharePoint as an administrator user.

Delegate

This button prompts user to log in to Office 365 and run processes as the Active Directory user that was logged in. In most cases, the Salesforce user and Active Directory user should be the same.

Warning:

The System Administrator must add the button to a page layout before users can access functionality.