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 many licenses are available for Salesforce conga sign and composer?
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.
How do I assign licenses for Conga Composer to users?
Conga Provisioning then updates your license count to match the amount that you have purchased within 1-3 business days. 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.
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?
What is Conga Composer?
With Conga Composer, easily create beautiful, accurate digital documents using pre-built or customized templates automatically populated with data from Salesforce. Send consistent and personalized documents that elevate your brand and delight your customers. ✔ And more!
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.
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.
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.
How do I manage a license in Salesforce?
Modify Your LicenseFrom the App Launcher ( ) in your business org, select License Management App.In the LMA, navigate to Licenses.Select the record for the customer license you want to modify and click Modify License. ... Now modify the license record by changing the values in the appropriate fields.
What is Conga Composer?
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 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 use the Conga Composer in Salesforce?
Creating conga composer button or linkOpen Conga Composer go to Conga Solution, click on new Name the conga solution and use Master Object where you want to use this solution.Click on create a button that will create a button which can be used in page layout.More items...
How do I enable conga trigger in Salesforce?
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:
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.
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 feature license in Salesforce?
A feature license entitles a user to access an additional feature that is not included with his or her user license, such as Marketing or WDC. Users can be assigned any number of feature licenses.
How long does a Sandbox license last?
Production orgs are provisioned per your specific subscription term and only display the license expiration date 14 days prior to expiration.
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.
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 composer license expire?
All new Composer License installs in Sandboxes are provisioned as a 30-day trial with a Site License and access for all Users with access to the Sandbox. Beginning in June 2019, when you refresh a sandbox or install Composer in a Sandbox, the subscription does not expire.
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.
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.
Set Up the Composer Lightning Component for a Customer Community
Prerequisites to Setup the Composer Lightning Component for a Customer Community
Set Up the Composer Lightning Component for a Partner Community
Create and activate Remote Site Settings for the Partner Community. Navigate to Salesforce Setup and use the Quick Find search box to access Remote Site Settings under the Security section. Click New Remote Site. Name the new Remote Site and paste it in the Partner Community domain URL in the Remote Site URL field. Example Remote Site URL for a Partner Community: https://granitehorse-16c4551c140.force.com/ Click Save..
Frequently Asked Questions
Does the Composer Lightning Component work in a Community when it is integrated with Conga Sign?