After you have created an app, you need to activate the app and assign it to runtime users. You can do so from either from Salesforce or Designer itself.

  • Activating Apps in Salesforce
  • Assigning Apps to Runtime Users in Salesforce
  • Activating Apps in Salesforce
  • Assigning Apps to Runtime Users in Designer

About Activating Apps in Salesforce

After you create an app in X-Author for Excel, the app must be activated in Salesforce.

To activate apps

  1. Log in to Salesforce.
  2. In the Force.com app menu, click X-Author for Excel.
  3. Click Apps.
  4. Click Edit next to the newly created app.
  5. Click the Activate check box and click Save.

The app has been activated. Now you can assign it to users.

Assigning Apps to Runtime Users in Salesforce or Designer

Now that you have activated the app, you need to assign it to runtime users. Assigning the app allows specific users or users with specific profiles to access the app in the X-Author for Excel ribbon menu in Excel.

Note

If the Assign button is not available on the Apps page, an administrator must add it to the layout. Refer to Completing Designer Setup in Salesforce for instructions. 

To assign apps to runtime users in Salesforce

  1. Login to Salesforce.
  2. In the Force.com app menu, click X-Author for Excel.
  3. Click Apps.
  4. Click Assign next to the newly created app.
  5. Check the boxes for the appropriate users or profiles.
  6. Click Save.

If you have a large number of users in your organization, as an alternative to the manual steps listed below, you may contact your Conga representative for a copy of the X-Author App and App Assignment application. This app was built to enable Admins to quickly assign Users or Profiles to any X-Author for Excel App.

To assign apps to runtime users in Designer

  1. In Designer, click Settings and click App Assignment.
  2. Under Create New Assignments, from the User Assignments section, select the Users you want to assign the app to. You can add records by Id or selection.
    - OR -
    From the Profile Assignments section, select the Profile you want to assign the app.
  3. Click Save Assignment.

You can modify the current assignment by clicking the link shown in the image below.