Choosing a Default Business Unit
The default Business Unit auto-populates as the selected Business Units for all Conga Sign Transactions and emails. Users also have the option to select a different Business Unit in the Create Transaction user interface if the multiple Business Units feature is enabled. Additionally, administrators can use the businessUnit parameter in a native Conga Sign button, or the CSBusinessUnit topic in Composer parameter in a Conga Sign-integrated Composer solution, to automatically populate a specific Business Unit in new Conga Sign Transactions.
A default Business Unit is automatically created and enabled if any of the following criteria were met in Salesforce orgs that had a version preceding Conga Sign version 1.49.0:
- A Company Logo was previously uploaded in the Org Configuration section of Conga Sign Setup
- Any field in the Email Configuration section of Conga Sign setup was previously filled out
- The Require Drawn Signature setting in the Org Configuration section of Conga Sign Setup is enabled
- The Hide Signature Logo setting in the Org Configuration section of Conga Sign Setup enabled
Orgs with new installations of Conga Sign version 1.49.0 will not have a default Business Unit automatically created.
To set a default Business Unit
- Navigate to Conga Sign Setup.
- Click Business Units.
- Click Edit Business Unit next to a Business Unit record.
- Click the Set as Default toggle to change the value from Disabled to Enabled.
- Click Change the Default.
The Business Unit is now selected as the default Business Unit and auto-populates as the selected Business Unit in the Create Transaction user interface.
