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Composer for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Composer for Salesforce

Composer Link Service

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Manually Setting Up Composer Link Service for Existing Solutions

Use Conga Link Service in existing Composer solutions. You must enable Composer Link Service and the Conga File Repository to setup and use Composer Link Service. Additionally, you must enable Notification Emails in Conga Composer Setup to send Notification Emails.

Note:

The solution must have a Conga Email Template (CongaEmailTemplateID parameter) to send a document with Composer Link Service in an email.

Modify an existing Composer solution in Salesforce Setup to leverage Composer Link Service.

  1. Navigate to the object that the Composer solution exists on in Salesforce Setup.
  2. Click Buttons, Link, and Actions.
  3. Click the link to a specific Button, Link, or Action, and then click Edit.
  4. Add the following parameters to the Composer URL.
    1. TemplateID
    2. LinkService
    3. CongaEmailTemplateID. Additionally, add the required {Conga_Doc_Link} merge tag in the email body of the Conga Email Template referenced in the solution.
      Note: The CongaEmailTemplateID must have the {Conga_Doc_Link} merge tag in the email body to generate the document link.
  5. Add the following parameter to send Notification Emails.
    1. NETId
    2. EmailToId or a different Conga Email Template parameter to designate recipients
  6. (Optional) Add DS7 to run the solution in background mode.
  7. (Optional) Add the DefaultPDF parameter to convert the file to a PDF and view it in the Conga PDF Viewer.
    Note:

    The Conga PDF Viewer only supports PDF files. Word, Excel, and PowerPoint are automatically downloaded to the browser tray once a recipient clicks the document link.

  8. Click Save after adding the parameters.
Administrator Guide
Composer

March 21, 2025