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.
- 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.
Why would a company choose Conga over Salesforce?
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 long have Conga and Salesforce been partners?
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.
What is Conga?
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.
How do I add users 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.
How does conga work with Salesforce?
Conga helps you create customised client documents and reports drawing on data already in your Salesforce® platform. Conga Composer is an add-on application which pulls data from your Salesforce platform to help you quickly, easily and consistently prepare customised client documentation in your preferred format.
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 conga in sandbox?
To install Conga Composer Log in to the AppExchange. Specify where you want to install Conga Composer. Click Install in production to install in your production instance. Click Install in sandbox to install in a sandbox.
How much does conga cost?
Starting at $20 USD per user per month. Packaged option for up to 10 users. Generate, track, and manage on-brand documents with ease. Conga Composer automates tedious business processes and provides actionable insights, so that you can focus on driving revenue.
How do I enable conga in Salesforce?
Required SetupOnce the installation is complete, navigate to the Conga Composer Setup tab.Click Authorize to authorize access to Conga Composer Setup.After authorizing, click Allow to access to Conga Composer Setup.
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 do you use a conga trigger?
To create a workflow rule for Conga TriggerNavigate to Setup in Salesforce.Click Create.Click Workflow & Approvals.Click Workflow Rules (in Salesforce Lightning: Setup. (in Salesforce Lightning: Setup → Process Automation → Workflow Rules)Click New Rule.Complete the steps using the information below:
How do I upgrade my Conga Composer?
To upgrade to the latest version In the search bar, type Composer. Select Conga Composer under All Apps. Click Get it Now.
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.
What is conga batch?
Conga Batch® is an optional, paid add-on that launches on-demand or scheduled solutions in batches. Conga Batch saves you time, effort, and money when you need to run the same solution for many records at once or on a recurring interval.
Is conga a public company?
The company is privately-held and based in Broomfield, Colorado with support teams in Australia and the UK.
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.
What is a Conga document?
This document is intended for Conga customers who have made the decision to transition from Salesforce Classic to Salesforce Lightning. It contains answers to common questions you may have after you have decided to make the transition, primarily focused on the resulting changes to Conga applications, related Visualforce pages, and other custom elements that have been created for your organization's implementation of Conga products and services on Salesforce.
Does Conga have Lightning?
When you enable Lightning for your organization, all Conga applications become Lightning compatible: All Conga Classic pages are automatically converted to Lightning. Any customization work done for or by a customer in Classic mode is also automatically converted.
Automation at every step
Conga’s revenue lifecycle management products provide a seamless Salesforce experience that allows you to provide better data visibility along with process and approval automation. Easily sort and manage data to create fast and accurate quotes and proposals with increased visibility. Automate your approvals to streamline contracts.
Conga Grid
Conga Grid is a productivity tool within Salesforce that allows users to view, sort, and manage batches of data from a single screen.
Conga Orchestrate
Create repeatable processes in Salesforce with no coding using Conga Orchestrate. Easily configure, automate, and manage multiple, complex workflows and processes.
Conga Approvals
Automate your workflow with Conga Approvals for a better employee and customer experience.
Conga X-Author for Excel
Automate manual processes and save hours on admin work with Conga X-Author for Excel, turning Microsoft Excel into a complete user interface for your CRM system.
Automating the revenue operations processes
Conga works seamlessly within Salesforce, giving you one cohesive place to get work done quicker and easier.
Get a demo
Optimize your Salesforce workflow for a higher level of success. Automate your revenue lifecycle today. Learn how Conga can help.