Conga Product Documentation

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Granting Conga SF Connected App Access to Users

To grant users access to the Conga SF Connected App by assigning it to their profiles or permission sets.

  1. Navigate to Users > Profiles.
  2. Click Edit for the profile of the user to whom you want to give access to the Conga SF Connected App.
  3. In the Apps section, click Assigned Connected Apps.
  4. Click Edit.
  5. In the Installed Connected Apps list, select Conga SF Connected App and move it to the Enabled Connected Apps list.

    The Conga SF Connected App appears in the Enabled Connected Apps list.

  6. Click Save.

Repeat this procedure for all user profiles or permission sets that require access to CPQ.