Licenses and User Assignment for Salesforce
Running or designing apps requires a combination of X-Author licenses and user assignment to managed packages:
Conga Licenses
One or more X-Author for Excel product editions (for example, X-Author Enterprise or X-Author Power Admin):
- Analytics (formerly "Reporting")
- Enterprise
- Presto
- Power Admin
User Assignment:
- X-Author Designer Package—Assignment to this package is required for app designers.
- X-Author for Excel Package —Assignment to this package is required for designer and runtime users who can run any app that has been both activated and assigned to them by a designer.
Salesforce Licenses
- To access Salesforce.com from Microsoft Excel using any X-Author for Excel edition, a user must have an API-enabled Salesforce.com license to the objects they need to access.