Conga Product Documentation

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Setting Up Conga Contracts for Salesforce

After you have installed the Contracts for Salesforce package, go to the Contracts for Salesforce Setup tab.

  • If you selected Install for All Users, the appropriate permissions have already been set. You should still assign the Contracts for Salesforce permission set, because it will account for permissions that may be needed for features that are developed in the future.
  • If you selected Install for Admins Only or Install for Specific Profiles, you will need to add the Contracts for Salesforce Permission Set to all users who need access to Contracts for Salesforce. You can assign permissions via profiles or record types.