Conga Product Documentation

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Accessing Contract Management features in Lightning

One of the main differences you will find when you switch to Lightning is how your apps are accessed, like Conga Contract Management. In Lightning, there is no Force.com app menu, and you cannot customize the default Tabs to include Custom Objects or Visualforce tabs. Instead, you access all Contract Management features using the App Launcher.

  1. Log in to Salesforce with Lightning enabled.
  2. Click the App Launcher button in the upper left-hand corner of the Home screen.
  3. From the App Launcher, click Conga Contract Management.
  4. Select a Contract Management feature to work with (e.g., "Agreements" to start the agreement creation process.)