Lightning Readiness Items for Conga Composer
The following items must be addressed to make your Conga Composer solutions Lightning Ready. Use the navigation in this window to walk through the steps.
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Item |
What to Do |
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Configure Conga Composer as a Connected Apps |
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Non-OAuth Conga buttons |
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Reports used to gather data for Conga templates |
Convert reports to queries. Note: Converting reports to queries is highly suggested but is not required.
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Templates |
Converting reports to queries results in new field naming convention; all templates should be reviewed |
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Home Page Composer links |
Move to Global Merge record or use the Utility Builder to design a new layout. |
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JavaScript Buttons (such as Composer or Conga Batch List View Buttons) |
Choose a different implementation technique or engage Conga Services to build a custom solution. |
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Composer User Permission Set |
Assign the Composer User Permission Set to Conga Composer users. |
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Winter '20 Critical Update related permissions |
Assign the necessary permissions or permission set related to the Salesforce Winter '20 Critical Update. This is required for orgs that have Composer versions preceding Composer 8.179. |
