API must be enabled to use Conga Grid. To assign a license, take the following steps In the Salesforce Setup menu, under Build or App Setup section, select the Installed Packages option. You see the option to Manage Licenses next to the Conga Grid package name. Click Add Users and select the Users you want to the License assigned to.
- Navigate to the Installed Packages in Salesforce Setup.
- Click Manage Licenses next to Conga Composer.
- Click Add Users.
- Select the box to the left of names of the users who need access to Conga Composer.
- Click Add to add the selected users.
- Click Add Users to save changes.
Who is using conga in Salesforce?
Conga was born on the Salesforce AppExchange in 2006 and Salesforce Ventures is a Conga investor. Who uses Conga? Organizations that want to streamline documentation processes. End-to-end automation means you spend less time dealing with paperwork and more time winning over customers. What documents are created with Conga?
How do I assign licenses to Conga Composer in Salesforce?
It is recommended to use Salesforce Classic to assign licenses. Navigate to the Installed Packages in Salesforce Setup. Click Manage Licenses next to Conga Composer. Click Add Users. Select the box to the left of names of the users who need access to Conga Composer.
How do I get a conga communities license for my organization?
If you are an Administrator in your org, submit a case to request a Conga Communities license. It is a best practice to submit Composer license extension cases if you see an expiration warning less than one year away. Why does my Sandbox have an expiration countdown, but my Production Org doesn’t?
Why choose conga as your sales automation solution?
Salesforce customers choose Conga to automate business processes with efficiency and ease. Optimize key touchpoints throughout all phases of the revenue cycle—from proposals to contract management to renewals—for a seamless end-to-end user experience.
Who needs a Conga Composer license?
Anyone wishing to run Conga Batch must have an assigned Conga Composer license. Conga Trigger: You must install Conga Trigger. Conga Trigger runs under the System Administrator license. Conga Mail Merge and Conga QuickMerge: You must install one or both of these products.
Are conga triggers free?
Conga Trigger is an add-on to an active subscription and is purchased separately. The service must be activated by Conga before use. Please contact support to subscribe or start a free trial. A working solution is required to use Conga Trigger.
How do I assign licenses in Salesforce?
Assign Licenses to UsersFrom Setup, in the Quick Find box, enter Permission , and then select Permission Sets.Select one of the two permission set labels. ... Click Manage Assignments.On the Assigned Users page, click Add Assignments.Select the users you want to assign licenses to, and click Assign.
What is Conga in Salesforce?
Conga Composer enables Salesforce customers to customize, streamline, and scale document generation and reporting for Salesforce. Composer can automatically populate multiple types of templates with data from any standard or custom object in Salesforce and send it via various delivery options.
How do you turn on conga trigger?
To install Conga Trigger:Click the appropriate link to install Conga Trigger in your Salesforce environment: ... Enter the Salesforce credentials for the instance where Conga Trigger will be installed and log in to Salesforce.Select a security level for the Conga Trigger application. ... Click Install. ... Click Done.
How does conga integrate with Salesforce?
Conga Composer can be seen in your Salesforce account.. Go to Conga Solution and select “New” from the drop-down menu. Use Master Object where you want to use the Conga solution and give it a name. Produce a button by clicking the Create a Button option, which will create a new button that may be used in page layout.
Where can I find my conga license in Salesforce?
In the Salesforce Setup menu, under Build or App Setup section, select the Installed Packages option. You see the option to Manage Licenses next to the Conga Grid package name. Click Add Users and select the Users you want to the License assigned to.
How do I assign a license to multiple users in Salesforce?
To assign a permission set license to multiple users:From Setup, in the Quick Find box, enter Company Information , and then select Company Information. ... Click the name of the permission set license that you want to assign users to.On the permission set license's detail page, click Assign Users.More items...
What is permission set license in Salesforce?
A permission set is a convenient way to assign users specific settings and permissions to use various tools and functions. Permission set licenses incrementally entitle users to access features that are not included in their user licenses. Users can be assigned any number of permission set licenses.
Is Conga part of Salesforce?
Conga and Salesforce FAQs Conga was born on the Salesforce AppExchange in 2006 and Salesforce Ventures is a Conga investor.
How do you install a Conga?
To install Conga ComposerInstall Conga Composer into your Salesforce instance by visiting our listing on the AppExchange.Click Get It Now and follow the on-screen prompts to install Conga Composer.Log in to the AppExchange.Specify where you want to install Conga Composer. ... Read and accept the terms and conditions.More items...
How does a Conga work?
Features. Conga is an incredibly comprehensive application, requiring multiple bits of data from different objects inside your Salesforce org. Composer works using Conga Solution records, which store all the information on that document template including the outputs, behaviours, data queries, and more.
How many licenses are there for a 30 day trial?
When you install, you are allotted 10 licenses initially for a 30-day trial period. If you are waiting on your additional licenses, then the fastest way to ensure that all of your licenses are provisioned is to submit a case.
Can you provision a composer license in Conga?
Conga cannot provision your licenses unless you install Composer. You must install it in order for your subscription to be provisioned. If you are holding off on installation for any reason, the best practice would be for you to submit a case when you install to ensure timely provisioning.
Is LMA enabled in Conga?
LMA is disabled by default in Sandboxes for all Conga Products. If you are unable to Manage Licenses, it is likely that LMA is not enabled. Ensure that more users are not using Composer than you are licensed for to avoid potential overages. If you want to turn on License Management and enable the feature to Assign Licenses, ...
Do you have to assign a Salesforce license to composer?
You have an unlimited Site License in all sandboxes. This means that you do not have to assign a Salesforce user a license for Composer. If you want this enabled, remember to add all of the users who need access. You can submit a case on the support page and request LMA be turned on.
Does Conga use license keys?
Conga does not use license keys. All new installs for Conga Sign, Contracts for Salesforce Conga Grid will be assigned with 5 Trial licenses for 15 days. All new Composer installs will come with 10 licenses for 30 days. All products can be downloaded via the Salesforce AppExchange.
Effective contract management to speed up sales
Automate, generate, and execute large volumes of transactional contracts directly in Salesforce. Empower sales teams to build and negotiate their own contracts within legal guidelines to reduce risk, streamline processes, and accelerate sales cycles. Sales closes more deals and legal can focus on more complex contracts.
Efficient teams, happy customers
Delight your customers and employees with a frictionless contracting process from beginning to end. Shrink contract negotiations and achieve faster time-to-revenue, all within Salesforce as your single source of truth.
Legal-approved, sales-driven negotiations
Legal-approved clauses and language empowers sales to build and negotiate standard contracts for faster negotiations without risk. In the rare case, legal can redline, negotiate, and amend contracts as an exception, not as a rule.
Increased visibility, key insights
Standard, high-volume contracts must be executed the same way every time to reduce risk. Create and deliver the right alert notifications for you in the contract management process, right from within Salesforce.
Manage legacy and 3rd party contracts effortlessly
Use AI and Machine Learning to ingest legacy and 3rd party contracts to uncover new insights. Track and compare 3rd party contracts, map the data to Salesforce fields for reconciliation, and identify which clauses should be saved in the clause library to manage risk and optimize revenue.
Work in Word
Conga provides an answer we’ve been looking for to improve our contract negotiation process. Process cycle time reduction [...] means our customers can serve their patients sooner.
Conga Contracts for Salesforce plays well with others
Conga’s products are purpose-built to work together seamlessly, so you can automate and streamline commercial operations end-to-end.
