Installing Composer from the Salesforce AppExchange
Conga Composer is available to install from the Salesforce AppExchange.
Prerequisites
- You must provide System Administrator credentials to install an application from the AppExchange.
- If upgrading from an earlier version of Conga Composer, read these notes.
During installation, if you see an "Approve Third-Party Access" prompt, please select the Yes, grant access to these third-party web sites check box and click Continue.
To install Conga Composer
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As a best practice, and to avoid access issues for end-users Conga recommends selecting Install for All Users. Then click Install.
Note:
FOR PAID SUBSCRIBERS ONLY - Email onboarding@conga.com when you have installed Composer to ensure the fastest provisioning of any additional licenses, and our Composer automation products. This step is not necessary if you are trialing Conga products.
Watch a video walkthrough of the process on the Conga YouTube channel by clicking on the image below:
Post-Installation
- After installing, you must configure the Composer application, including integration settings for third-party applications according to your business use case.
- (Optional) Install Conga Trigger
- (Optional) Install Conga Batch
