Conga Product Documentation

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To set the field-level permissions

  1. In Salesforce App Setup, go to CreateObjectsApp.
  2. Click Custom Fields and Relationships.
  3. Click Activated.
  4. Click Set Field Level Security.
  5. Make sure that the Visible check box is selected for every profile that requires app access.
  6. Repeat steps 3 – 5 for the UniqueId custom field definition.
  7. Click Save.