Installing Conga Orchestrate
Prerequisite
You have an account with Salesforce.
To install Conga Orchestrate
- Go to the AppExchange listing and click Get It Now.
- Log in to your Salesforce account.
- Select Install for Admins.
- Select Install.
- Select the Yes, access to these third-party web sites checkbox to use this web service to manage access to Conga Orchestrate features. Conga enables features based on the license level you purchase. This web service reports user counts to Conga for license auditing.
- Click Continue.
- Click Done to return to Setup. You will receive an email when the installation is complete.
Connected App Configuration
- From Setup, enter Connected Apps in the Quick Find.
- Click Connected Apps.
- Click OrchestrateSetup.
- Click the Edit Policies button.
- In the Permitted Users dropdown, select admin-approved users are pre-authorized.
- Click OK to accept the security warning. You will satisfy the requirements in the following steps.
- Click Save.
- Scroll down the page and select Manage Profiles or Manage Permission Sets (depending on how you will manage Conga Orchestrate access).
- Choose the profiles or permission sets that have access to Conga Orchestrate. You can only add custom (non-managed) permission sets.
- Click Save.
