Several buttons are necessary when using Contracts with Salesforce CPQ. This page describes how to create and place them.

To create a Conga Sign button

  1. Navigate to Setup > Object Manager tab.
  2. Select the appropriate Object.
  3. Click Buttons, Links, and Actions.
  4. Click New Button or Link.
  5. Enter the following information:
    • Label: Send for Conga Sign
    • Display Type: Detail Page Button
    • Behavior: Display in a new window
    • Button or Link URL: /apex/APXT_CongaSign__apxt_sendForSignature?id={!Object.Id}

To add Buttons to the selected Object

  1. In Salesforce Lightning, navigate to the Object layout page where you selected the Object on the Object Manager tab.
  2. Click the Page Layout name. The edit screen opens.
  3. Click Buttons.
  4. Drag your Conga Sign button to the Custom buttons area.
  5. Click Mobile & Lightning Actions.
  6. Drag your Conga Sign button to the Salesforce Mobile and Lightning Experience Actions area.
  7. Click Save.