Conga Product Documentation

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To add a Lightning Component:

  1. From the Lightning App Builder, click New.
  2. Select Record Page and click Next.
  3. Enter a Label name.
  4. Under the Object dropdown, select Quote and click Next.
  5. Under the Choose Page Template section, select a template and click Finish.
  6. From the right-hand side of the screen, select the Conga Lightning Component to add to your template by clicking and dragging it to a section labeled Add Component(s) Here.
  7. On the right-hand side of the screen, select the Solution Collection you want to include in the component.
  8. Click Save.
  9. Click Activate.
  10. Select the App, Record, Type, and Report tab.
  11. Click Assign to Apps, Records Types, and Profiles.
  12. Select the apps where you want to Lightning Component to display.
  13. Select Master under Record Type and click Next.
  14. Select the Profiles you want to have permission you access this Lightning Component and click Next.
  15. Click Save.
  16. Click Save again.
  17. When you navigate to a Quote Record, you will see the Conga Composer Lightning Component you created. To run the solution, click on the button with the solution name in the Conga Composer Lightning Component.