- Setting up Conga Composer and Salesforce Accounts. To begin integrating Conga Composer and Salesforce, you first need to login to your Salesforce account.
- Connecting Conga Composer Salesforce. Conga Composer can be seen in your Salesforce account.. Go to Conga Solution and select “ New ” from the drop-down menu.
- Modelling Custom Templates. Select that button that you just made on the Object’s Information Page, and it will redirect to the URL where you can use the Conga …
- Building Output Documents. After you’ve finished developing your template, go to Conga Composer Generator and choose the template you just updated/designed and saved locally.
Table of Contents
How do I use Salesforce report in Conga Composer?
Use Salesforce Reports with Conga Composer You can use a Salesforce report to retrieve data related to your Master Object. Conga Composer automatically filters the report by passing the Master Object ID into the report’s Advanced Filters. (You may override the default behavior and instead use other information to filter the report as needed.)
What is Conga Composer?
With Conga Composer, easily create beautiful, accurate digital documents using pre-built or customized templates automatically populated with data from Salesforce. Send consistent and personalized documents that elevate your brand and delight your customers. ✔ And more!
How to add field filters in Salesforce composer reports?
Required: Add Field Filter as the first Advanced Filter on the report. Set field drop-down list to the ID of the Salesforce object on which you built your Composer button or link (i.e. Account ID), the operator remains as equals, and value remains blank. Save the report into any publicly accessible folder, we recommend Conga Composer Reports.
What is the report size limit for Conga Composer?
Conga Composer will retrieve a report that contains a maximum of 2,500 rows and contains less than 5 MB of total data. Additionally, each Conga Composer solution has a combined row limit of 25,000. You must use a Tabular format, not Summary or Matrix style reports.
How does Conga Composer work with Salesforce?
Conga Composer is a document generation tool and more than that. Conga Composer makes it easy to create and deliver sophisticated documents, presentations, and reports from Salesforce by automatically populating richly-formatted templates with data from any standard or custom object.
How do you integrate Conga Composer in Salesforce?
The steps to set up Conga Composer Salesforce Integration are as follows:Step 1: Setting up Conga Composer and Salesforce Accounts.Step 2: Connecting Conga Composer Salesforce.Step 3: Modelling Custom Templates.Step 4: Building Output Documents.
How do I use Conga Query in Salesforce?
To create a Conga QueryNavigate to the Conga Queries tab.Click New to create a new Conga Query record.Type a Name and Description.Leave the SOQL Select Statement field blank. … Click Save.Click Conga Query Builder. … Click an object in the list to select it as the base object of your query. … Click Next.More items…
How do I enable Conga in Salesforce?
Required SetupOnce the installation is complete, navigate to the Conga Composer Setup tab.Click Authorize to authorize access to Conga Composer Setup.After authorizing, click Allow to access to Conga Composer Setup.
How do you set up a conga Composer?
To install Conga ComposerInstall Conga Composer into your Salesforce instance by visiting our listing on the AppExchange.Click Get It Now and follow the on-screen prompts to install Conga Composer.Log in to the AppExchange.Specify where you want to install Conga Composer. … Read and accept the terms and conditions.More items…
How do I call Conga Composer from Apex?
Calling Conga Composer from Apex: Create a Remote Site setting record for “https://composer.congamerge.com” In your code, make an HTTP GET call with a long timeout (~60 seconds). Your code should call https://composer.congamerge.com/composer8/index.html.
How do I create a conga template in Salesforce?
To create a Conga Template:Select the “Conga Composer” application from the application picker in the top right corner.Click on the “Conga Templates” tab.Click New.Provide the following information for your template: Name – a short descriptor for the template. Template Type – document.
What is conga Sfdc?
Conga helps you create customised client documents and reports drawing on data already in your Salesforce® platform. Conga Composer is an add-on application which pulls data from your Salesforce platform to help you quickly, easily and consistently prepare customised client documentation in your preferred format.
What is conga solution?
Conga Composer Solutions is simply another interface to build/create Conga Composer buttons. Generally, Conga Composer is authored as a custom button/link that resides on a Salesforce Record Detail page.
What is Conga Composer used for?
Conga Composer enables Salesforce customers to customize, streamline, and scale document generation and reporting for Salesforce. Composer can automatically populate multiple types of templates with data from any standard or custom object in Salesforce and send it via various delivery options.
Is Conga part of Salesforce?
Conga and Salesforce FAQs Conga was born on the Salesforce AppExchange in 2006 and Salesforce Ventures is a Conga investor.
How do I edit a conga template in Salesforce?
Click on the template record to display its Creation Template Edit screen, and edit the template:Rename the template or change its description.Map the merge fields in the template document to a different system or additional field, additional form field, or clause.More items…
Why use Conga Queries in Salesforce?
While Salesforce Reports are useful to gather data for Composer solutions, it is highly recommended to use Conga Queries due to better data gathering performance, versatility, and stability. You can use a Salesforce report to retrieve data related to your Master Object.
Where is the Conga Composer button?
Let’s say your Conga Composer button is located on an Account and you’d like to use a report to retrieve all Contacts related to that Account so you can print a phone directory. Create a Conga Composer button and place it on your Account page layout. Create a Salesforce report based on Contacts & Accounts.
How to add report to solution?
You can add the report to your solution manually, or if you created the button using Solution Manager, you want to add the report using Solution Manager. After adding the report, update your button (if using Solution Manager) and then launch the button.
Can you use Conga Composer to filter a report?
You can use a Salesforce report to retrieve data related to your Master Object. Conga Composer automatically filters the report by passing the Master Object ID into the report’s Advanced Filters. (You may override the default behavior and instead use other information to filter the report as needed.) While Salesforce Reports are useful …
