How to Integrate Conga Composer in Salesforce Communities
You can set up Conga Composer to integrate with Salesforce Communities.
You can set up Conga Composer to integrate with Salesforce Communities. Follow the steps below to integrate Conga Composer with Salesforce Communities.
- Conga Composer is not compatible with the Guest User profile in Salesforce Communities.
- Composer does not support proxy URLs in Salesforce Communities/Experience Cloud.
Set up a Salesforce Community (basic setup: branding, color scheme, header, footer, email templates, chatter branding, login and logout URL, notification templates, self-registration settings, Lightning navigation customize tabs, etc).
Community accessed by external users:
https://bluecubecommunity.force.com/ltng/apex/APXTConga4__Conga_Composer
?serverUrl={!API.Partner_Server_URL_370} &Id={!Account.Id}
&templateid=a0ro0000002QTTF &returnpath={!$Site.Prefix}/{!Account.Id}
&ds7=401
Community accessed by internal users:
https://composer.congamerge.com
?sessionid={!$Api.Session_ID}&serverUrl={!API.Partner_Server_URL_370}&id={!Account.Id}&TemplateID=a0C0b00000Uvr6o&ReturnPath={!$Site.Prefix}/{!Account.Id}
&ds7=401
To send an email using Composer LC in a Community environment, the following criteria must be met:
- The community user must have either a Customer community plus license or a Partner community license
- The following General User Permissions are needed for the
community user’s profile:
- Access Activities
- Allow sending of List Emails
- Edit Tasks
- Mass Email
- Send Email
If the Composer solution generates and saves a Salesforce File to the object record, add the ContentNetworkId parameter to the Composer solution to specify the appropriate Network Id for the Community. If the Composer solution generates and saves a Salesforce File to the object record, add the contentShareType and contentVisbility parameters to determine file access and permission.
Queries must be used instead of Salesforce Reports for related lists.
It is recommended to use Conga Trigger in the Community. Trigger allows you to set a System Admin as the running user of a Salesforce Workflow Rule, so a Community user does not need any additional permissions. The user simply triggers the workflow and the permissions belonging to the running user of the workflow are then used to trigger Composer.