Required Profile Permissions for Salesforce Winter '20 Critical Update

Attention: Customers using Composer versions before 8.149 DO NOT need to make this update. To check your version of Composer, see Critical Update Actions for Composer Versions. Composer releases go all the way up to the hundreds decimal. For example, version 8.177 is a later and higher version than 8.9.

Salesforce Winter '20 Critical Update Impact on Conga Products

The Salesforce Winter '20 Critical Update "Require Customize Application Permission for Direct Read Access to Custom Metadata Types" impacts the ability of Composer and Conga Quote Generation to read the Composer Settings custom metadata type.

The Composer Settings custom metadata determines general connection information when launching Composer and Conga Quote Generation from the /apex/APXTConga4__Conga_Composer Visualforce page. User access to this custom metadata is critical for product usage.

Users with insufficient access to the Composer Settings custom metadata type receive the following error message when attempting to access the /apex/APXTConga4__Conga_Composer Visualforce page: An internal server error has occurred.

For more information about this critical update, see Require Customize Application Permission for Direct Read Access to Custom Metadata Types (Critical Update).

Follow the steps below to avoid this error and ensure that users have sufficient access to the /apex/APXTConga4__Conga_Composer Visualforce page.

Important: The custom metadata types provide users with read access to only Composer or Conga Quote Generation. The custom metadata types do not give users access to any other areas of Salesforce outside of the Composer or Conga Quote Generation applications.

Add the Necessary Custom Metadata to User Profiles

Note: If there are multiple users with various Profiles that require the aforementioned Custom Metadata Types, admins can create a new Permission Set with access to the Custom Metadata Types and assign it to users. For more information on creating and assigning Permission Sets, see Create Permission Sets and Assign a Permission Set to Multiple Users

WATCH NOW: How to Update Permission Sets - Winter 20 Release.
  1. Navigate to Salesforce Setup → Users → Profiles.
  2. Click the relevant custom profile link for your users.
  3. Click Custom Metadata Types under the Apps section.
  4. Click Edit.
  5. Add the following Custom Metadata Types for each Conga product that the user (that is assigned this specific profile) accesses to the Enabled Custom Metadata Types section. After adding the Custom Metadata Types, click Save.

    Older versions of Composer may not require all of the custom metadata types listed below. Check Critical Update Actions for Composer Versions to see what custom metadata types are required for your version of Composer.

    • Composer
      • APXTConga4.Composer Setting
      • APXTConga4.Conga Solution Export Environment
      • APXTConga4.Conga Solution Export Setting
      • APXTConga4.Connected App Setting
    • Conga Quote Generation
      • Salesforce CPQ: Conga Quotes.APXTCFQ.Composer Setting
      • Salesforce CPQ: Conga Quotes.APXTCFQ.Conga Solution Export Environment
      • Salesforce CPQ: Conga Quotes.APXTCFQ.Conga Solution Export Setting
      • Salesforce CPQ: Conga Quotes.APXTCFQ.Connected App Setting