Configure the Conga Composer Connected App

Administrators can pre-approve users to connect via OAuth when running solutions.

Administrators can pre-approve users to connect via OAuth when running solutions. This method masks the session ID and URL when using Visualforce® buttons, and prevents pop-up authorization requests on mobile devices when running Composer solutions on Salesforce1®.

Note: In addition to configuring Conga Composer® as a Connected App, you will want to Create Conga Composer OAuth buttons (or update existing non-OAuth buttons) to launch your Composer solutions. This is not required in Salesforce Classic®, but it is required in Salesforce Lightning®.

To configure Conga Composer as a connected app to use OAuth:

  1. Navigate to Setup > Manage Apps > Connected Apps > Conga Composer.
  2. Click Edit.
  3. Change the Permitted Users picklist to Admin approved users are pre-authorized.
    Note: Admins must be pre-approved in the Connected App. If not, you may see an error message when trying to launch a Conga Composer OAuth button.
  4. Designate which users connect to Conga Composer via OAuth by adding Profiles (click Manage Profiles) or Permission Sets (click Manage Permission Sets).
Note: After setting the Permitted Users to be pre-authorized, administrators can add Profiles or Permission Sets in order to specify which users are approved (also include the Sys Admin profile when setting profiles).
  • Pre-approved users will not see Allow or Deny prompts when accessing Composer via OAuth, and Conga Composer automatically creates a refresh token.
  • Users who are not part of the defined Profiles or Permission Sets will be denied access.