Conga Product Documentation

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Composer API Requests without Salesforce SessionID Feature

Composer API now allows sending requests without using the Salesforce SessionID included in the SalesforceRequest object in the payload. For example:
{
    "SalesforceRequest": {
        "MasterId": "0013i000004JbNB",
        "ServerUrl": "https://conga300-dev-ed.my.salesforce.com/services/Soap/u/50.0/00D3i000000q2Jz",
        "TemplateId": "0T_000EAI814163"
    }
}

Prerequisites

Before sending the request, a Salesforce connection must be established in the Composer settings page. In order to establish this connection, refer to the instructions found in Configuring Composer Platform Integrations.

Either a Salesforce Production or Salesforce Sandbox connection needs to be created, depending on the organization type. Once a connection is established, you can send a merge request without Salesforce SessionID and Composer will use the connection to access Salesforce org resources.
Note: Only one Salesforce Production connection and one Salesforce Sandbox connection can be active per Conga Platform while using this authentication method.

Sandbox Flag

If you are setting up a Salesforce Sandbox organization, you must pass a flag to indicate it is a Sandbox environment.
{
    "SalesforceRequest": {
        "MasterId": "0013i000004JbNB",
        "ServerUrl": "https://conga300-dev-ed.my.salesforce.com/services/Soap/u/50.0/00D3i000000q2Jz",
        "TemplateId": "0T_000EAI814163",
        "UseSandbox": true
    }
}

Error Responses

If neither the SessionID or a Salesforce/SalesforceSandbox connection exists, you will encounter a BadRequest with the following error message:
{
    "errors": [
        {
            "statusCode": 400,
            "type": "BadRequest",
            "message": "No connection is found. Please create Salesforce connection in Composer Settings UI. Or alternatively you can provide SessionId and ServerUrl in SalesforceRequest object in the payload."
        }
    ]
}
In a Sandbox environment, you will see the following error message:
{
    "errors": [
        {
            "statusCode": 400,
            "type": "BadRequest",
            "message": "No connection is found. Please create Salesforce Sandbox connection in Composer Settings UI. Or alternatively you can provide SessionId and ServerUrl in SalesforceRequest object in the payload."
        }
    ]
}