Configure the Conga Quote Lightning Component as a Global Action to easily generate documents from the CPQ Quote object in Salesforce Mobile. Initiating the Conga Quote Lightning Component from a Global Action in Salesforce Mobile allows users to easily generate files from mobile devices such as smartphones and tablets.

Follow the steps below to configure and use the Conga Quote Lightning Component as a Global Action in Salesforce Mobile. For more information about the Composer Lightning Component, see Composer Lightning Component.

Note

The Lightning Component's Global Action functions in both Salesforce Mobile and Lightning.

Prerequisites

Important

iOS users who use Conga Quote Generation & Sign in Salesforce1 must Enable Cross-Website Tracking using the steps outlined in the Salesforce article to ensure that Conga Quote Generation & Sign is successfully executed.

Configure the Lightning Component as a Global Action

  1. Navigate to an existing Conga Quote Solution Collection.

  2. Toggle Set As Salesforce1 Collection to Yes.

  3. Navigate to Salesforce Setup.

  4. Search for Global Actions in the Quick Find Search Box and click Global Actions.

  5. Click New Action to create a new Global Action.

    • Choose Lightning_Component for the Action Type field value.

    • Choose APXTCFQ:CongaComposerForSf1 for the Lightning Component field value.

    • Fill out the Label and Name fields to name the Global Action.

    • Click Save.

  6. Navigate back to Salesforce Setup and click Object Manager under the Objects and Fields section.

  7. Find and click the CPQ Quote object (SBQQ__Quote__c) in the Object Manager.

  8. Click Page Layouts.

  9. In the Object Layout menu, click Mobile & Lightning Actions.

  10. Drag the new Global Action onto the Salesforce Mobile and Lightning Experience Actions page layout. 

  11. Click Save.

Initiate the Conga Quote Lightning Component From a Global Action in Salesforce Mobile

  1. Navigate to a CPQ Quote record in Salesforce Mobile where the Conga Quote Lightning Component's Global Action is present.

  2. Click the recently created Global Action to initiate and access the Lightning Component. 

  3. Choose the desired Solution from the Conga Quote Solution Collection to launch Composer through the Lightning Component.