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Conga Support

Run a Composer for Salesforce1 Solution

Using Composer for Salesforce1® is simple and streamlined.

To run a Composer for Salesforce1 Solution:

  1. From a desired Master object record, tap the Conga Composer® action at the bottom of the screen. 

  2. The buttons available for Salesforce1 for that Master Object appear. 

  3. Tap or select a button to run the solution.

    If an expected button doesn’t appear in the list, ensure that the solution uses a supported DS7 value and includes the Salesforce1 parameter (&SF1=1).

    A progress bar indicates the merge process. 

  4. Depending on the configuration of the solution, there may be a document to view and download once the process has completed. 

    To save the document to the device, open the document in a new browser and then save as desired.