First-time installation and admin steps

About 5-10 minutes

1. Install package Link(s) above

2. Click "Get It Now"

3. Confirm Installation Details

   1. If necessary, click "Edit Profile" to ensure following mandatory fields are complete

      1. First Name

      2. Last Name

      3. Email

      4. Company Name

      5. Country

      6. State/Province

   2. Checkbox: ☑I have read and agree to terms and conditions

   3. "Confirm and Install"

4. Select: "Install for All Users"

5. Approve Third-Party Access

   1. Checkbox: ☑Yes, grant access to these third-party web sites

6. Likely have to wait for email from install process to confirm package install

**After receiving the "Package Conga Composer Install Successful" email:

Conga Composer Setup:

1. In the App Launcher (aka. "The Waffle"), select the "Conga Composer" app

   1. Select the "Conga Composer Setup" tab, click Authorize and then allow

   2. On the "Basic" sub tab - Click the "Refresh Token" button

      1. Allow Access

2. Search for App "Conga Solutions Setup"

   1. Click the green "Add Site" button for each remote site and save

   2. Next go to setup and search for Managed Connected Apps.

   3. Find Conga Composer and click edit Policies and change to “Admin Approved Users are Pre-Authorized” and hit Save.

   4. Scroll to Managed Profiles and select *Sales and System Admin.

   5. Basic Admin Configuration is complete.

**After receiving the "Package Conga Sign Install Successful" email:

Conga Sign Setup:

1. In the App Launcher (aka. "The Waffle"), select the "Conga Sign" app

2. Click Conga sign setup

3. Connect OAuth and Allow

4. Click Start automatic configuration

5. Select Account, Opportunity, and work Order as your objects

6. Add the Profiles and select *Sales and System Admin

7. click Done You have now completed the sign set up.

Once you have received the email “Package Core SDO Install Successful” you can deploy all the custom solutions!

1. Click "Setup" and search for "Installed Packages"

2. Click "Configure" next to the "Core SDO 10.22" to deploy the solutions.

3. Click "Extract Conga Solutions" button at the bottom. PRESS ONLY ONCE

4. Click "Add remote site" button to add one more required remote site.

5. Create Conga buttons

6. Check quick merges by going to conga composer

   1. go to conga solution tab

   2. change to view all

   3. create conga global merge for 3 solutions QBR, Performance report and executive sales report

7. add the button to page layout

8. got to Set up, then go to object manager, pick Account and go to page layouts and pick SDO- Account and repeat with SDO- Partner Account.

9. Mobile &Lighting Actions find button “Account Brief” and move to Salesforce and lighting and Save

10. The go back to object manager, pick Opportunity and go to page layouts and Pick SDO-Opportunity

11. Mobile &Lighting Actions find button “ Proposal Presentation and Final Proposal CS” and move to Salesforce and lighting and Save

12. The go back to object manager, pick Work Order and go to page layouts and choose FSL Work Order Layout

13. Mobile &Lighting Actions find button “Sign Work Order“ and move to Salesforce and lighting and Save

14. The go back to object manager, pick Service Resource and go to page layouts and choose FSL Service Resource Layout

15. Mobile &Lighting Actions find button “Technician Summary“ and move to Salesforce and lighting and save

Give yourself a pat on the back! You have Completed all the steps in setting up your SDO.