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Conga Product Documentation

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Composer for Salesforce

Conga Batch Installation and Setup

Install Conga Batch

Note:

Installing Conga Batch is OPTIONAL. You do not need to install Conga Batch to get started with Conga Composer. Conga Batch is an add-on to and must be installed separately from Conga Composer. Additionally, Conga Batch must be activated by the Conga support team.

Note:

Tabs in the Conga Batch managed package count against your Salesforce organization's tab limit. Be mindful of this when installing.

To install Conga Batch:

  1. Click the appropriate link to install Conga Batch (Version 8.34) in your Salesforce environment:
  2. Enter the Salesforce credentials for the instance in which you want to install Conga Batch and log in to Salesforce.
  3. Select a security level for the Conga Batch application.
    Note:

    Conga recommends selecting Install for All users, as anyone who launches batched merges via through Conga Batch requires access to the Conga Batch app components.

  4. Click Install.
    • Installation Complete! appears, confirming the Conga Batch package has been installed successfully.
  5. Click Done.

Updating Conga Batch

Conga Batch is not automatically updated, and must be manually updated from the Conga Community Install Center. Conga Batch managed package updates are aligned with the tri-yearly Composer update in February, June and October.
Note: It is recommended to test your Batch solutions in a Sandbox environment before installing in Production.
  1. Login to Conga Community Portal
  2. Navigate to Get Started > Install Center tab
  3. In My Packages navigation window, select Composer
  4. Select the Conga Batch tile, then select the environment in which you want to install the packages:
    1. Click Install in Production to install the packages in your production org
    2. Click Install in Sandbox to install the packages in your sandbox org
  5. In the Salesforce login screen, enter your login credentials and click Log In
  6. Select a security level for the Conga Batch application
    1. Conga recommends selecting Install for All Users
  7. Click Install.
Once the environment you have chosen is updated, Conga recommends the following post update actions:

  • Verify integration/refresh tokens are valid in Conga Batch Setup

    • "Salesforce Refresh Token" establishes the OAuth connection user for Conga Scheduler connected app and must be valid for Scheduled Conga Batches to work

Administrator Guide
Composer

March 13, 2026