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Conga Product Documentation

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Composer for Salesforce

Composer for Administrators

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, your Composer for Salesforce users are able to test upcoming releases on the Conga Platform Preview environment, prior to their release to production environments.

Connected App & Canvas Configuration

Create a new Connected App corresponding to the Preview environment.

  1. In Salesforce Lightning Experience, search External Client Apps in the Quick Find box.
  2. Select External Client App Settings. Turn on Allow creation of connected apps.
  3. Click New Connected App.
  4. 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 API name field must exactly match with the Connected App Name field from the Environment Configuration. 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://{hostname}/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://{hostname}/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.
  5. Click Save.
    Below is an example of a Connected App for the NA_Preview region:


Remote Site Settings

To use the Lightning Component, add the Remote Site corresponding to the 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_Preview

    Remote Site URL: https://rlspreview-composer.congacloud.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

For Composer, ensure the Connected App Names are aligned with the Hostname. For example,

Hostname: rlspreview-composer.congacloud.com

Connected App Name: Conga_Composer_RlsPreview

  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 Composer (NA)
    LabelNA Preview
    Conga App Setting NameNA_Preview
    Connected App NameConga_Composer_Preview
    Hostnamepreview-composer.congamerge.com
    Connected App Name (Platform)Conga_Composer_Preview_Platform
    Hostname (Platform)rlspreview-composer.congacloud.com
    Connected App Name SF1Conga_Composer_SF1_Preview
    Preview Composer (EU)
    LabelEU Preview
    Conga App Setting NameEU_Preview
    Connected App NameConga_Composer_Eupreview
    Hostnameeu-preview-composer.congamerge.com
    Connected App Name (Platform)Conga_Composer_Eupreview_Platform
    Hostname (Platform)rlspreview-composer.congacloud.eu
    Connected App Name SF1Conga_Composer_SF1_Eupreview
    Preview Composer (AP)
    LabelAP Preview
    Conga App Setting NameAP_Preview
    Connected App NameConga_Composer_Appreview
    Hostnameap-preview-composer.congamerge.com
    Connected App Name (Platform)Conga_Composer_Appreview_Platform
    Hostname (Platform)rlspreview-composer.congacloud.au
    Connected App Name SF1Conga_Composer_SF1_Appreview
  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.

October 3, 2025