Installing Conga Sign from the Salesforce AppExchange
Conga Sign is available to install from the Salesforce AppExchange.
- Install Conga Sign into your Salesforce instance by visiting our listing on the AppExchange.
- Click and follow the on-screen prompts to install Conga Sign.
Log into the AppExchange.
You must provide System Administrator credentials to install an application from the AppExchange.
Specify where you want to install Conga Sign:
Clickto install in your production instance.
Clickto install in a sandbox.
Read and accept the terms and conditions.
As a best practice, and to avoid access issues for end users, Conga recommends selecting.
- Select the box.
- Click .
Approve Third-Party Access for all 3 websites selected.
- Check .
- Click .
- Click If the package takes too long to install, you will receive an email letting you know when it is done.
- After clicking Installed Packages page in Salesforce Setup. Click on next to the Conga Sign managed package link. , you will be on the
Administrators are assigned a license by default.
Continue assigning licenses to other users who
need access to Conga Sign.
Tip: Conga Sign document recipients do not need a Conga Sign license. Only users who will be preparing documents to send for signatures need a license.
After assigning licenses, you must Configuring Conga Sign for use in your organization.