It is recommended to use Salesforce Classic to assign licenses. To assign the remaining licenses for Conga Sign 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 the names of the users who need access to the Conga Sign.
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 install conga on my organization?
To install Conga head over to the AppExchange. Sign in with your trailblazer account and click the Get It Now button. It can be installed and trialed on any org. After selecting the environment, you’ll be prompted to sign in. Then get to the installation screen. Choose any Install For mode.
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.
How do I give access to Conga Composer?
Go to Setup>Manage Apps>Connected Apps. Select Conga Composer. From here you can allow a profile to access Conga Composer.
How do I assign a conga license in Salesforce?
Assigning User Licenses for Conga SignNavigate to the Installed Packages in Salesforce Setup.Click Manage Licenses next to Conga Composer.Click Add Users.Select the box to the left of the names of the users who need access to the Conga Sign.Click Add to add the selected users.Click Add Users to save changes.
How do I assign a permission to an object in Salesforce?
From Setup, enter Users in the Quick Find box, then select Users.Select a user.In the Permission Set Assignments related list, click Edit Assignments.To assign a permission set, select it under Available Permission Sets and click Add. ... Click Save.
How do I give an object access to a user in Salesforce?
Within Salesforce, click on Setup and then click on Manage Users. Under the Manage Users tree click on Profiles. Once the Profiles appear on the right, select which Profile you want to edit and click on the Edit link next to the corresponding profile. Scroll down to the section labeled Custom Object Permissions.
How do I assign a license to a user 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.
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 you give a user access to an object?
Navigate to Setup >> Administration Setup >> Manage Users >> Profiles, click on Clone next to the standard user profile.Enter a profile name and click on Save. ... Select Object Settings and the required object from the list.Then click on Edit, and assign view or modify all data permissions to this custom object.
How do I set up and assign permissions in Salesforce?
From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.Select a permission set, or create one.On the permission set overview page, click Custom Permissions.Click Edit.To enable custom permissions, select them from the Available Custom Permissions list and then click Add. ... Click Save.
How are permissions assigned to objects?
Go to the Catalog area and locate an object or folder. Select More and then Permissions, or go to the Tasks pane and click Permissions. The Permissions dialog is displayed. In the Permission dialog, click Add users/roles to access the Add Application Roles and Users dialog to add any required accounts.
How do I give someone access to all fields in Salesforce?
Click Object Settings and select the object for which you want to update the field settings. Click Edit. Under Field Permissions, for each field, specify the kind of access you want for users with this profile, and save your settings.
How do permission sets work in Salesforce?
A permission set is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users' functional access without changing their profiles. Users can have only one profile but, depending on the Salesforce edition, they can have multiple permission sets.
How do you check if a user has access to an object in Salesforce?
To find out if a particular user has Edit access to a record, use the UserRecordAccess object. This object is available in API version 24.0 and later. You can use SOQL to query this object to find out if the user has edit access to the record in question.
To create and add a Conga Sign Button to a Salesforce Community
Create a Conga Sign button or use the native Send with Conga Sign button.
To create and add a Conga Sign-integrated Composer Button to a Salesforce Community
Use Conga Sign Integration Parameters to integrate Conga Sign with a Composer button. The button must have the CSVisibile, CSRecipient, and TemplateID parameters at a minimum.
What are the basics we need to learn?
Conga composer is based on what is called a Conga Solution. It entails the following.
Conclusion
Creating documents in Conga Composer is a breeze. With just a few clicks we were able to cover most of the basics. Ofcourse there is more to Conga and I’ll covering them in the future and share other tips.
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.
