Permissions Needed for Conga Contracts for Salesforce
The following permissions are required to use Conga Contracts for Salesforce.
System Permissions
These permissions are needed for the administrator only. The administrator is the user who sets up an Oauth Token in Conga Contracts for Salesforce.
- API Enabled
- View Setup
- Customize Application
- Tabs
- APXT_Redlining__Setup
Objects
- Contract (Read, Edit)
- EmailMessage (Create, Read)
Fields
- Contract.Contract_Family_Parent__c (Read, Edit)
- Contract.Contract_Family_Root__c (Read, Edit)
- Contract.Primary_Document_Title__c (Read, Edit)
- Contract.Primary_Document__c (Read, Edit)
- EmailMessage.Attached_Contract_Documents__c (Read, Edit)
Apex Classes
- APXT_Redlining__apxt_constants
- APXT_Redlining__apxt_emailMessageComplete
- APXT_Redlining__apxt_utilities
- APXT_Redlining__apxt_herokuConnect
Visualforce Pages
- APXT_Redlining__Apxt_herokuConnect
Additional System Permissions Recommended
- Modify All Data
- User must have Conga Redlining added to Permission Sets
Note:
Conga Contracts for Salesforce is not compatible with the Guest User profile in Salesforce Communities.
