home

Composer for Salesforce

Adobe Sign ServicesAiMeAdvantage 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)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery 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 Excel for SalesforceX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release
Adobe Sign ServicesAiMeAdvantage 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)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery 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 Excel for SalesforceX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

Composer for Salesforce

Composer for Administrators

Document Merge User Interface

The Document Merge UI can be used through the Composer for Salesforce to select templates, preview the merge and determine the method of delivery.

In order to opt into using the Document User Interface, first you must configure your Connected Apps. We have the steps to do so provided here: Configure the Composer Connected App.

Navigate to the Composer Setup tab and enable the Document Merge UI option.

Launch the Document Merge UI through an existing Composer Button. Once it loads, you will see the template selection UI. Here you can select which templates you want to use, what order they will merge in, whether they are merged into a single document and how they will be delivered.
Note: You may select up to a maximum of 40 templates that each have a maximum size of 20mb.
Click on the documents you want to merge and they will populate in the list on the right. Use the :: icon to drag and drop your templates into your desired output order. You can also use the Upload Local Template button to pull a template from your local desktop.

Under the Salesforce Options tab, you can determine the contact for your intended recipient, enable the Master Field to Set values, or to set up activity logging behaviors, including the Subject, Save Text and Follow Up date fields.

In order to send the merge document via email, select the Email Template option and select one of your existing Conga Email Templates from the drop down list.

Under the Output Options tab, use the File Name option to give your consolidated output a custom name. Activate the corresponding toggles if you would like to convert all the selected documents into PDF files, Assemble into a single document and Save a copy to the master object record.

The Delivery Method options, Conga Sign, Email, or Download, are available by default, and the availability of these options can be customized by an Administrator.

Once you have made your selections, click Generate & Preview. This will navigate you to the Preview window to review your merge document and make any further modifications as you desire. Scroll through the page list on the left side to select the page you want to preview. Click the button in the upper right to move to the next step. The button text will be different depending on the Delivery Method you selected (Compose Email, Compose Sign, Download).
Note: You will not be charged for the merge on the Preview window, only when the document is merged and downloaded or merged and sent to be emailed/e-signed.
Administrator Guide
Conga
Composer

October 20, 2026