Granting Conga Contracts SalesConnect Permissions to a Salesforce User
Warning:
SalesConnect is a deprecated service. See Salesforce Integrations for more information on our latest and supported integration methods.
An Administrator can grant Conga Contracts permissions to SalesConnect so that a Salesforce user can make Conga Contracts contract requests.
Tip:
Depending on the Salesforce package purchased, the permission to submit contract requests from Salesforce to Conga Contracts might not be included in the package.
- Log in to Salesforce.
- Click the Setup link, located at the top of the screen.
- When the screen refreshes, type manage in the search field, located at the top of the left navigation pane.
- Click the Users link under the Manage Users heading.
- In the All Users screen, locate the user that needs the Conga Contracts permissions, and click on their name.
- In the User screen, hover over the Permission Set Assignments link, located under the user's name. When the pop-up for the link displays, click Edit Assignments.
- In the Permission Set Assignments screen, click Conga Contracts Permissions in the Available Permission Sets list box, and click Add.
- When Conga Contracts Permissions is added to the Enabled Permission Sets list box, click Save.
