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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)Conga CopilotCPQ 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 SearchTest AuthorTurboEnginesX-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 Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

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Composer for Salesforce

Composer for Platform Solution Manager

Creating a Composer for Platform Solution

The Composer Solution Manager allows users to quickly create Composer solutions easily using a user-friendly interface.
Note: If you are trying to generate documents from various CRMs, business applications or a customer portal, we recommend using the Composer API. Here are some tips to keep in mind when building your solution:

  • Up to 40 templates can be used in a single request

  • JSON Data models are supported

  • Documents can be delivered via email, Conga Sign, or download.

  • Documents can be saved to Conga Drive, Google Drive, OneDrive, SharePoint, Salesforce, S3, Box, Dropbox, and SFTP.

  • Supported template types include: Word, HTML, PowerPoint, Excel, and PDF.

If you are trying to generate large volumes of basic PDF documents in a single day, we recommend using the High Volume Document Generation API. For more information, refer to Using High Volume Document Generation with Solution Manager.
  1. As an administrator, login to your Conga Advantage Platform environment.
  2. Open Document Management Apps and navigate to Document Automation > Composer Solution Manager.
  3. Click New Solution.
  4. Under the Solution Information tab, input a name for your solution. Optionally, add a brief description in the Solution Description field.
  5. Under the Templates tab, select up to 40 existing templates from the list and click Add to Solution. The list of available Templates are pulled from files stored on your Conga Drive. To create a new template for your solution, click the New Template button to begin creating one. For details on creating Composer templates, see Creating Platform Templates.
  6. Under the Solution Behaviors tab, determine how your document is generated and sent, and what other additional behaviors are necessary. For Composer API behaviors, select All Behaviors.
    1. Delivery Options: Choose between Email, eSignature or Download.
      Email - Delivery options are set to Email by default when creating a solution. Adding the Email Template behavior will allow you to pull from a list of your previously created Email or Conga Email templates. Add any necessary information to the To, Addtional To, CC and BCC fields. Type the name of your email template in the Email Template box to find the template, then select it from the generated list.
      eSignature - Allows you to select from Conga eSignature integrations.
      Download - Determines whether the document generated will be downloaded into your downloads tray.
    2. Save a Copy: Allows you to save a copy of your merged document to the destination you have connected to your Advantage Platform environment. From the list of provided options, select the Connected option and input your file path to your destination. If your desired storage system is listed as Disconnected, click on the Disconnected text to be transferred to the connection setup for that system.
    3. Additional Behaviors: Type the name of your desired behavior into the search box, or scroll through the available list of parameters. Click the Add to Solution to add the parameter and its selected value to the solution. Repeat this for each additional behavior, for as many parameters as your solution requires. For example, select or search for DefaultPDF, click the Edit icon and set the value to 'Enabled'. Then click Save.
  7. Under the Deploy tab, you will see our recommended deployment option. You will be notified on screen if you have selected an unsupported template type or behaviors for your solution. Choose the recommended deployment version from the list. Click the drop-down for Composer API and the preferred coding language for your Composer API Solution. Choosing the language will populate the Fetch Request information in the code example in the selected language.
  8. Copy your request and paste it into your chosen development platform to immediately start running a request.
  9. Click Save.
Your Solution is now saved and can be accessed and modified as needed. The options above are inserted dynamically based on your selections.
Administrator Guide
Conga
Composer

October 15, 2025