Supported Functionality in Composer for Salesforce1
Functionality supported in Composer for Salesforce1.
- Conga Email Templates (CETs) and Salesforce® Email Templates are supported.
- SendGrid is supported.
- During the sending process, the user does not have access to the email editor.
eSignature
- Auto-delivery is recommended.
- Adobe eSign Agreement Templates are supported.
Supported Vs Unsupported Objects
Global Actions are not supported on all Standard Salesforce objects. Since you need to add the Conga Composer global publisher action to the object page layout, Composer for SF1 will only work on the following:
- Account
- Campaign
- Case
- Contact
- Custom objects
- Group
- Lead
- Opportunity
- Quote
- Orders
Composer for SF1 does not work on the following Objects:
- Contracts
- Products
Lightning Components
Composer for SF1 does not work when lightning components are enabled.
Storing in Salesforce
Below is a table that outlines how well Salesforce1 handles each method to store and what is recommended when setting up a Composer for Salesforce1 solution.
|
Chatter (Recommended) |
Notes & Attachments (applies to any use of &SC1=Attachments) |
|---|---|
|
|
Google Integration
If Google Drive is going to be used, a refresh token must be set up.
To set up Google Drive Integration:
- Navigate to Conga Composer Setup.
- Click Integration Partners.
- Select the Google Drive tab.
- Click Update Google Token.
- Navigate to the Conga Composer Setup tab.
- Follow the steps to update the token.