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Conga Product Documentation

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Composer for Salesforce

Composer for Administrators

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Salesforce Managed Package Configuration to Platform Preview

The Composer family of packages use out-of-the-box configured Salesforce managed packages. The following instructions are for modifying the existing managed packages to use backend services from non-Production environments. In following the steps outlined, Composer for Salesforce customers will be able to test upcoming releases on the Conga Platform Preview environment, prior to them being released to production.

Connected App & Canvas Configuration

Create a new Connected App corresponding to the Preview environment.

  1. In Salesforce Lightning, Open the App Manager page in the Setup menu.
  2. Click New Connected App.
  3. Fill out the Connected App with the following settings:
    1. Connected App Name: Conga Composer Preview. The API name will autofill as Conga_Composer_Preview.
      Note: The Connected App Name and API Name are both case sensitive.
    2. Contact Email: Your contact email associated with your Org.
    3. Enable Oauth Settings: True
    4. Callback URL: https://preview-composer.congamerge.com/c8/oauthProxy.aspx
    5. Selected OAuth Scopes:
      1. Access custom permissions (custom_permissions)
      2. Access the identity URL service (id, profile, email, address, phone)
      3. Access unique user identifiers (openid)
      4. Manage user data via APIs (api)
      5. Manage user data via Web browsers (web)
      6. Perform requests at any time (refresh_token, offline_access)
    6. Require Secret for Web Server Flow: True
    7. Canvas: True
    8. Canvas App URL: https://preview-composer.congamerge.com/c8/oauthProxy.aspx
    9. Access Method: Signed Request (POST)
    10. Locations: Layouts and Mobile Cards, Lightning Component, Publisher, Visualforce Page.
    11. Hide Publisher Header: True
    12. Hide Publisher Share Button: True.
  4. Click Save.




Remote Site Settings

Add the Remote Site corresponding to the Preview back-end services.

  1. Open the Remote Site Settings page in Setup.
  2. Click New Remote Site.
  3. Fill out the form with the following values:

    Remote Site Name: CongaComposer8_NA_Preview

    Remote Site URL: https://preview-composer.congamerge.com

  4. Click Save.

Custom Metadata Configuration

Managed packages use the production backend for their environment. Below are the steps to create a different environment. Creating a new Region/Environment is a one-time step per region per environment, while selecting a different region can be done as many times as needed.

Create a new Region/Environment

  1. In Setup, open Custom Metadata Types.
  2. Click Manage Records for the Connected App Setting.
  3. Click New and enter the following values:

    Preview Environment

    Label

    NA Preview

    Conga App Setting Name

    NA_Preview

    Connected App Name

    Conga_Composer_Preview

    Hostname

    preview-composer.congamerge.com

    Connected App Name SF1

    Conga_Composer_SF1_Preview
  4. Click Save.

Select Preview Region/Environment

  1. In Setup, open Custom Metadata Types.
  2. Click Manage Records for Composer Setting.
  3. Click Edit.
  4. Click the search icon to open a popup. Click Clear Search Results to see a full list of regions and environments.
  5. Select NA Preview and click Save.

February 5, 2025