Custom fields added to the Conga Contracts Contract Type page in Salesforce cannot be mapped to Conga Contracts fields because the fields are not visible in the Conga Contracts Integration Settings screen.
Question or Problem
Custom fields added to a Conga Contracts page in Salesforce cannot be mapped to fields in Conga Contracts because the fields are not visible in the Salesforce Field Mapping window in the Conga Contracts Integration Settings screen.
Solution and/or Cause
Ensure your connection user1 has an Administrator Profile with field level access to any custom fields that are added to a Conga Contracts page in Salesforce and need to be mapped to fields in Conga Contracts program screens. It is recommended that the connection user has a System Admin Profile and that you verify the profile has field level access to ensure custom fields can be added in Salesforce and mapped to fields in Conga Contracts.
1A connection user is the person who establishes the connection between Conga Contracts and Salesforce, and then logs into Salesforce, making that individual the API connection user. The connection user must have all the available rights and permissions to perform their administrative duties.
Tip: If another Salesforce user is logged in using the same browser when the connection user clicks the Connect to Salesforce button in the Conga Contracts Integration Settings screen, then the application will attempt to log in as that user, and will not give the connection user the option to select their credentials, identifying them as the connection user.