Installing Conga Mail Merge
Conga Mail Merge is a free add-on to Conga Composer and requires separate installation. Follow the below steps to install.
To install Mail Merge:
- Click the appropriate link (Production or Sandbox) to install Conga Mail Merge in your Salesforce environment from the Installation Links for Conga Products page.
- Log into Salesforce using the appropriate username and password for that environment and follow the on-screen prompts. For Security Level, we recommend Grant access to all users..
- After installation, you may access Conga Mail Merge from the Force.com app menu.