• Installing Conga Batch is OPTIONAL. You do not need to install Conga Batch to get started with CQG. Conga Batch is an add-on and must be installed separately.
  • After installation, you must contact your Conga Representative to purchase Service Events in order to run Conga Batch solutions with CQG.
  • Tabs in the Conga Batch managed package count against your Salesforce organization's tab limit. Be mindful of this when installing.

To install Conga Batch:

  1. Click the appropriate link to install Conga Batch in your Salesforce environment:

  2. Enter the Salesforce credentials for the instance in which you want to install Conga Batch and log in to Salesforce.

  3. Select a security level for the Conga Batch application.

    Conga recommends selecting Install for All users, as anyone who launches batched merges via Conga Batch requires access to the Conga Batch app components.

  4. Click Install.
    Installation Complete! appears, confirming the Conga Batch package has been installed successfully.

  5. Click Done.