Permissions and Authorization

It is recommended to use a dedicated Integration User for authorizing Conga Trigger instead of a personal or administrator account. This way if the user leaves the company or becomes frozen or locked, it will not interfere with the Trigger processes.

• Integration Users should have the following

• Permissions assigned via the following article: Configuring Profile Permissions.

• Conga Composer License, if in a Production environment Salesforce org.

• A standard System Administrator profile, or a custom profile with equivalent permissions.

• Add the Composer_Administrator and Trigger_Administrator permission sets to the account.

• The integration user or profile must also have:

  • Administrative Permissions:

    • API Enabled

    • Export Reports Enabled

    • Run Reports Enabled

    • Send Outbound Messages Enabled

    • View Setup and Configuration Enabled if using EmailFromID parameter in any formula fields.

  • Assigned Apps:

    • Conga Composer

    • Conga Trigger

  • Visualforce Page:

    • APXTConga4.Conga_Composer

  • Custom Setting Definitions:

    • Conga Composer.APXTConga4.Conga Composer Settings

    • Conga Composer.APXTConga4.Conga Solutions Settings

  • Custom Metadata Type:

    • APXTConga4.Composer Setting

    • APXTConga4.Conga Solution Export Environment

    • APXTConga4.Conga Solution Export Setting

    • APXTConga4.Connected App Setting

    • CongaWorkflow.Workflow Region

    • CongaWorkflow.Workflow Setting

  • Object Settings:

    • Profile Permissions Using Enhanced View

    • Conga Email Staging - Read, Create, Edit and Delete permissions

    • Conga Email Templates - At minimum, Read permissions

    • Conga Queries - At minimum, Read permissions

    • Conga Templates - At minimum, Read permissions

    • Conga Trigger - Read, Create, Edit and Delete permissions

    • Documents - At minimum, Create permissions. Delete is recommended.

  • Tab Settings: Default On is encouraged for System Admins:

    • About Conga Composer

    • Conga Composer Setup

    • Conga Templates

    • Conga Email Templates

    • Conga Queries

    • Conga Resources

    • About Conga Trigger

    • Conga Trigger Setup

    • Conga Trigger Formula Builder

    • Conga Trigger Dashboard

  • It is also recommended in Setup > Security Controls > Session Settings to disable "Lock sessions to the IP address from which they originated"

• This user will also need access to all Objects and Fields that Conga Trigger and the Conga Trigger Formula Field runs on.

  • This includes the Formula Field. While Read access to the formula field is encouraged, it's also recommended to add the Formula Field to the Page Layout and have it be visible to the User/Profile as well.

• Once all these permissions have been set, you can create or regenerate the Salesforce Token in Conga Trigger Setup.

  • Please do this step while directly logged in as the integration user.

  • You will need to authorize when accessing this page. This is a popup window, so make sure your browser isn't blocking the popup.

    • Otherwise, you can modify the Conga Trigger Connected App via Setup > Manage Connected Apps > Conga Trigger and modify the settings: Configure the Composer Connected App

    • Set Permitted Users to "Admin Approved Users are Pre-Authorized"

    • Set IP Relaxation to "Relax IP Restrictions"

    • Save

    • you can also manage the Refresh Token Policy for Trigger on this page to determine how long you'd like Salesforce to remain valid

    • Scroll down and click the Manage Profiles button to add the Integration User's profile

  • If you run into any issues, ensure in Setup > Connected Apps > Connected Apps Oauth Usage that Conga Auth and Conga Trigger are installed.

Parameters

As Conga Trigger runs on the Integration User's authorization, emails may appear as coming from the integration user.

Modify your Conga Trigger Formula field to include either EmailFromID for Org-Wide Email Addresses, or EmailReplyToId for individual email addresses. Please follow this documentation for more information on these parameters and use with Conga Trigger: Customizing Sender Name and Signature.