Conga Composer Implementation Guide
The definitive resource for administrators setting up and configuring Conga Composer for Conga Advantage Platform
This guide will enable you to to get from a freshly provisioned Composer account to a configured, ready-to-use setup.
Intended Audience
Administrator access to the Conga Advantage Platform
Administrator access to your Salesforce organization (if connecting Salesforce)
System Administrator access in Salesforce (if setting up the dedicated connector user or building Salesforce buttons)
Familiarity with basic Salesforce administration concepts such as user management, page layouts, and custom buttons
Prerequisites
Before beginning setup, confirm the following:
Licensing
Your organization has purchased Conga Composer for the Advantage Platform. Conga Composer may not be included with other products available on the Conga Advantage Platform.
Your organization has completed the provisioning stage of Conga onboarding. If provisioning is not yet complete, contact your Conga account team before proceeding.
Access
You have administrator access to the Conga Advantage Platform.
You have System Administrator access in Salesforce (if configuring the Salesforce connector or building buttons).
Environment
You know which Conga Advantage Platform region your organization is provisioned in (US, EU, or AU). This determines the base URLs used throughout Salesforce Connector Setup.
You know whether you are working in a Production or Preview/Sandbox environment. Setup steps are the same, but URLs differ between Sandbox and Production environments.