Conga composer stuck on authorizing. HTTP Method: POST Endpoint: https .

Conga composer stuck on authorizing With the help of two add-on solutions—Conga Batch and Conga Trigger—you can take your processes to the next level by automating document delivery. But I'm always running into some ridiculous issue. Each individual user must complete the steps below to authorize the external email service and successfully send emails from Conga Composer. Due to recent changes in Salesforce connected app restrictions as seen in Prepare for Connected App Usage Restrictions Change, you will need to install the Conga Auth connected app in your Salesforce org to ensure continued integration access. Click Authorize to authorize access to Conga Composer Setup. Firstly, assign the Composer Admin permission set to your user record. May 26, 2023 · Everything I learned the hard way about setting up Conga Composer in a Salesforce Experience Site (fka Community Cloud). Remember you need to Configure Composer as a Connected App, Enable Remote Sites, and Assign Licenses before building solutions. Generate Conga Authentication Access Token The Auth Access Token API call returns the Conga-access-token, which will be used to authorize the API call. Conga Batch Install in Production Install Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform. Seamlessly integrate with Salesforce to streamline business processes. Part of the deal was getting to play around with Conga Composer, which sounded pretty cool at first. In following the steps outlined, your Composer for Salesforce users are able to test upcoming releases on the Conga Platform Preview environment, prior to their release to Find conga composer in this list and change the permitted user authorization step to admin will pre authorize and hit Save. Conga Provisioning then updates your license count to match the amount that you have purchased within 1-3 business days. You can revoke Conga Composer’s access at any time using the revoke link found in My Settings > Personal > Connections. Use Case In this use case, we use an HMTL template to merge with data from CSV or JSON data Conga Composer is a document generation and automation tool designed to simplify and streamline the process of creating and distributing customized documents, presentations, and reports. Also open a case with Conga to see if they can help you narrow it down. Plot twist: the Conga trial wasn't installed properly in our sandbox. Conga Composer Conga Composer - Install Composer from the Salesforce AppExchange See Install and Setup Conga Composer for getting started instructions. To get started, see Configure the Conga Composer Connected App. Hey everyone, I am using conga composer with Salesforce to generate some templates and it's been working fine until I hit a snag with this one… Feb 11, 2024 - Conga outages - We are currently investigating an issue causing Conga Composer EU customers to be unable to merge documents. If using a Sandbox, see Preparing Composer Settings for use in a Sandbox. Follow along as we walk you through the process of creating your very own Composer Solution using Conga's guided setup feature. Additionally, we cover advanced conga topics like Conga Queries, Conga Email Templates, and parameters. Conga Queries allow you to take your Conga Composer solutions to new heights. May 2, 2024 · Unleash the full power of Conga Composer with these five key steps and start creating beautiful, accurate digital documents. When pushing to production they are getting the following error relative to Conga Composer: "Not Authorized, there was an issue processing the Composer request". If you authorize Composer, Salesforce provides a temporary code (which Composer uses in conjunction with a protected key) to allow Composer to interact with Salesforce on your behalf. Conga Mail Merge works well in classic, but then when trying to use it with Lightning we get an error that says that we are not authorized, please contact your admin. I don’t oversee that side of Salesforce, but to my knowledge, Conga pushed an upgrade which removed a permission from non system admin profiles. Ensure that there are no firewall or security settings that may be blocking your connection. You can also try the following troubleshooting tips I have Conga in our org and I love its functionality. Install Conga Composer into your Salesforce instance by visiting our listing on the AppExchange. Click the External Data Sources under the Enterprise section. Once the Conga package is installed, completing the initial configuration requires a couple of steps. Click Create New Connection. Scroll down to profiles, hit Manage Profiles, and add every profile that you are going to be demoing. This could be an issue with visibility" (when accessed via button on object page). I also note that the Solution requires a button update every time I open it, whether I have made any changes to it or not. For more resources, best practices, and connection, tap into the Conga Customer Community. This guide will help you understand why this error occurs and how to resolve it I have also gone through the process several times of installing everything into lightning in order to use the composer. Authorize Send through Office 365 Users must use Salesforce Lightning to authorize the external email service. What’s the cost of manual document generation? Revenue leakage, inefficiency, and a tech stack that works against you. The field names displayed here will be used to create merge fields on your Word, Excel, PowerPoint, Email, or PDF template IF statements (also called IF fields) allow you to compare two values and display document content based on the result of the comparison. Oct 10, 2020 · Automate your document processes. With the Batch and Trigger add-on, you can take your Composer solution to the next level. Attempti Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform. Refer to the Authentication section to generate the Client ID and Client Secret that will be used in the code to connect to the Conga Authorization server. Additional resources are available when you log into the Conga Customer Community, including the Conga Composer customer user group, a digital library of best practices and use cases, and a webinar calendar with upcoming live events and historical replays. May 18, 2022 · Conga Composer - Not Authorized I am the salesforce admin for my organization and I have given myself all of the app permissions. In this blog, we will explore how to generate Conga documents using […] Authorize Send through Office 365 Note: Users must use Salesforce Lightning to authorize the external email service. There are two types of Composer buttons: non-OAuth and OAuth (Open Authorization). "Unable to retrieve Conga query from Salesforce. The Composer family of packages use out-of-the-box configured Salesforce managed packages. Conga Composer lets you leverage your Salesforce data to generate custom documents at the click of a button. If you encounter errors when using Conga Connector with Collections, you must ensure that you have completed the setup correctly. Dive deeper into the world of Conga by joining the thriving Conga Customer Community and networking About Conga Batch Conga Batch® is an included add-on for Composer that launches on-demand or scheduled solutions in batches. Prerequisites A valid and active Conga Advantage Platform organization. Streamline and automate your document creation workflows with Conga Composer. I have also gone through the process several times of installing everything into lightning in order to use the composer. Furthermore, Conga Composer extends SOQL's flexibility and power through the use of pv values. Generating Conga Documents Using API Conga is a powerful document generation tool widely used in Salesforce to automate the creation of documents such as invoices, contracts, and reports. Select Basic or No Auth from the Authorization Type field. Delivering innovation in AI, CPQ, CLM, and Document Automation. Sep 16, 2024 · Conga Sign is a popular solution for automating eSignatures within Salesforce. I am attempting update a conga template by adding some extra merge fields that utilize Conga queries and the Conga solution UI to automatically fill in some values. The field names listed in the left pane indicate the field names you must use in your templates. There may be multiple entries for Conga. Dive deeper into the world of Conga by joining the thriving Conga Customer Community and networking Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform. See Authorizing High Volume Document Generation. Sep 30, 2024 · Conga Composer is an all-in-one document generation solution for Salesforce, into which you can easily convert your Word, Excel, PowerPoint, or even PDFs. In this blog, we will explore how to generate Conga documents using […] Authorize Send through Office 365 Users must use Salesforce Lightning to authorize the external email service. For more information, see Conga Composer API Use Cases. For example, you could display the date 30 days past an Opportunity Close Date. My customer is in the process of deploying CRM with CPQ and Conga Composer. You’re already using Conga Composer to produce the templated documents you need, now it’s time to automate the delivery of those documents. Watch this demo video for a step-by-step introduction to Batch and Trigger. SFTP services configured and functional. What are best practices to keep in mind while implementing Conga composer in salesforce? community. Anatomy of a Conga Composer Button All Conga Composer URLs start the same way. Conga Query not showing up on generated template document I am new to salesforce / conga, so apologies if I use incorrect terminology. DOCUMENT AUTOMATION SOFTWARE Automate documents for any process, anywhere Conga Composer and Conga Sign are the trusted duo in automated document generation and agreement execution Once you have completed the onboarding checklist, check out these additional resources. Discover how Conga Composer and Conga Sign streamline workflows, reduce errors, and power brands Authorize Send through Office 365 Users must use Salesforce Lightning to authorize the external email service. Enhance key touchpoints throughout the revenue cycle for a smooth and efficient user experience. Nov 18, 2024 · There is some other permission difference between the profiles that you'll need to track down. Whether you're a beginner or an experienced user, this comprehensive Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform. What are best practices to keep in mind while implementing Conga composer in salesforce? 6 days ago · Conga Composer - AP down? Check the current Conga Composer - AP status right now, learn about outages, downtime, incidents, and issues. At Conga, we value the security of our customers’ data more than anything else. Question or Issue When a Composer user in Lightning is running a solution with a DS7 parameter, the merge completes, but the screen never redirects back to Salesforce. com Login Application for Conga Auth Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform. Conga accelerates the journey to become a more connected, intelligent business. HTTP Method: POST Endpoint: https Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform. One user has no issues generating a document via the custom conga button while the second user keeps getting a pop up window with the "Insufficient Privileges" message. Each of the following parameters may be appended to the end of a merge field within parentheses, separating each with a comma. Composer buttons that do not use OAuth security (Open Authorization) must be converted to OAuth buttons in order to work in Salesforce Lightning. Refer to Step 2 to obtain the sessionId (Salesforce Access Token) that will be used to retrieve the Composer template and Salesforce data for the merge. Conga Batch Install in Production Install Anatomy of a Conga Composer Button All Conga Composer URLs start the same way. Nov 20, 2013 · The goal of this blog post (and session) is to explain what Conga Composer does, and talk about the 5 basic steps to creating your first conga merge. Anyone else having issues with Conga Composer getting stuck on the "queueing records" stage of a document send within Salesforce? They pushed an update to the managed package on 5/6/22 but this is the first time my users have encountered this issue. If access is revoked, the Salesforce Authorization window appears the next time you use a Conga product. Conga Composer packaging updates Read time: 6 minutes, plus FAQs Conga is introducing the Conga Advantage Platform that supports seamless connection, actionable intelligence, and scalable growth. I use Composer, Batch, and Trigger on a consistent basis. Aug 14, 2024 · This video demonstrates how to utilize the Conga Customer Community to troubleshoot the top 4 Composer questions the Tech Support sees. Watch a video tour of the Community or browse the FAQs below to get your questions answered. We show how to use the documentation to customize Conga Solutions. To log into the application, Conga Platform users can use an external identity provider imple Discover the simple steps to effortlessly assign Conga Composer licenses in this brief tutorial. As a part of this launch and to better support our customers, we’re migrating our Conga Composer services to the Conga Advantage Platform and realigning our product packaging. You can adjust a date merge field by including the ADJUST: prefix. com. Sep 16, 2024 · This common issue can disrupt your workflow by preventing successful authentication between Conga and Salesforce. The following instructions are for modifying the existing managed packages to use backend services from non-Production environments. This article explains setting up and configuring Composer for use with your external data sources. Contact your Account Executive with your 18-digit OrgID to enable the Composer API feature. You will see a pop-up window where you need to click 'Allow'. From my understanding, you will need to go to the Profile related to any user and assign the app, assign the connected, assign all the apex classes, and do the same for VF pages, custom metadata Not finding what you're looking for? Get help© 2025 All rights reserved Privacy Legal System status About This Site Conga has moved to a new system for status updates. Log in to Salesforce and navigate to the Conga Composer Setup tab. conga. For New Users or New Translates the users' merge request inputs into data sets and initiate the merge. In this video you'll Administrators can pre-approve users to connect via OAuth when running Composer solutions. You’ll learn how these two solutions combine to reduce Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform. Access answers and resources to optimize your use of Conga's products. Nov 27, 2016 · Here is the details from the original link: OAuth (Open Authorization) is a different security protocol that is required for all Conga Composer buttons created in the Salesforce Lightning user interface. For Production environments, click Get It Now and follow the on-screen prompts to install Conga Composer. With Conga’s API, you can integrate document generation seamlessly into your Salesforce applications and workflows. Using High Volume Document Generation API, you can generate PDFs and send them via SFTP. 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. The Template Builder exposes the data retrieved by Conga Composer from the Master Object and from any Salesforce Reports or Conga Queries referenced in the Conga Composer URL. you download the profiles' metadata and compare them using VS Code. Following that, navigate to the Conga Composer setup tab and select 'Authorize'. The first three lines are identical in every Composer URL, and the fourth line is customized to identify the master object from which you’ll be gathering data and running the solution. Anyone got any tips? #Conga Composer @Conga #Conga Composer Query #Conga Solution Records Chrome Redirect Issues when Using Composer Current versions of Chrome do not allow redirects to occur as a security feature. You can refine Conga Composer’s behavior when merging to Excel with field parameters. Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform. Discover the simple steps to effortlessly assign Conga Composer licenses in this brief tutorial. After authorizing, click Allow to access to Conga Composer Setup. However, there may be times when Conga Sign is not working as expected, preventing users from completing their Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform. Before authenticating, the org or user must be onboarded to the Conga Platform with the help of Conga Dev Ops or Cloud Ops. Use Case In this use case, we use an HMTL template to merge with data from CSV or JSON data This article describes how to adjust date merge fields in Conga Composer Word Templates. From creating personalized files without manual data entry to timely distribution, Conga Composer simplifies every step of the documentation workflow. Assign User Licenses When installing Conga Composer from the AppExchange, the default license count upon installation is 10, one of which is assigned to the administrator who installed Composer. All users and orgs must authenticate to access CPQ services on the Conga Platform. About Conga Query Manager Conga Query Manager supercharges your ability to gather Salesforce data by using SOQL (Salesforce Object Query Language) SELECT statements. Is Conga down? Check real-time Conga status, official outages, and user reports. Capture data from any platform and create on-brand documents. 2. The following key features help your business stay organized and efficient. Example use cases: If an Account’s billing country is not in the United States, display Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform. This article addresses the error message "Insufficient Privileges" encountered when using Conga Composer and provides troubleshooting steps to resolve the issue. Once the installation is complete, navigate to the Conga Composer Setup tab. If you were subscribed to our previous status page, your subscription is active and you'll receive all future status updates from here. What Are Conga Queries? Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform. In this quick demo, see how Conga automates the creation of business-critical documents like client summaries and invoices—then sends them for eSignature in under 60 seconds. This method masks the session ID and URL when using Visualforce buttons, and prevents authorization requests when using Composer OAuth buttons, and prevents pop-up authorization requests on mobile devices when running Composer solutions on Salesforce Mobile. About Conga Batch Conga Batch® is an included add-on for Composer that launches on-demand or scheduled solutions in batches. Features of Composer rely on the use of the Conga Auth connected app in order to authorize Users to utilize Salesforce data. When used in a Word template, IF statements are especially useful for comparing the values of Composer merge fields and then displaying the appropriate content. community. If you don't see easily in the user permission summary screen. Authenticating for Composer REST APIs requires a Client ID and Client Secret to connect your API solution to Conga Composer API. ClientID and Secret generated and implemented. Join this abbreviated session from Conga University as your facilitators walk through three common Conga Composer issues and give you the right tools to fix them on your own. Authorize Send through Office 365 Note: Users must use Salesforce Lightning to authorize the external email service. ftvnv kxdn amlhuyjb obgp yuf gpuaei pgt dejdwv vvcqcbv ltupf liki lqvtd epsx zsu gbttdqgk