Conga Composer is just like an object after you install it as a package in your org. You can use them as other Salesforce objects to create and fulfill your requirements. Thanks,
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Who is using conga in Salesforce?
Conga was born on the Salesforce AppExchange in 2006 and Salesforce Ventures is a Conga investor. Who uses Conga? Organizations that want to streamline documentation processes. End-to-end automation means you spend less time dealing with paperwork and more time winning over customers. What documents are created with Conga?
Why choose conga as your sales automation solution?
Salesforce customers choose Conga to automate business processes with efficiency and ease. Optimize key touchpoints throughout all phases of the revenue cycle—from proposals to contract management to renewals—for a seamless end-to-end user experience.
What is in the transition to Salesforce conga?
It contains answers to common questions you may have after you have decided to make the transition, primarily focused on the resulting changes to Conga applications, related Visualforce pages, and other custom elements that have been created for your organization’s implementation of Conga products and services on Salesforce.
What type of documents are created with conga?
What documents are created with Conga? Customers use Conga for all types of industry-specific documents throughout the revenue cycle to propose and quote, negotiate and execute, manage and fulfill, renew and expand. How do I add Conga to Salesforce?
What is conga for Salesforce?
Conga Grid 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.
How does conga integrate with Salesforce?
Conga Composer can be seen in your Salesforce account.. Go to Conga Solution and select “New” from the drop-down menu. Use Master Object where you want to use the Conga solution and give it a name. Produce a button by clicking the Create a Button option, which will create a new button that may be used in page layout.
How do I download Conga Composer in Salesforce?
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 you become a Conga Composer?
1:131:58Getting Started with Conga Composer – YouTubeYouTubeStart of suggested clipEnd of suggested clipThere are two ways to get started a quick start using composer solution packs or a custom. SolutionMoreThere are two ways to get started a quick start using composer solution packs or a custom. Solution if you already know what you want to build if.
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.
Is Conga built on Salesforce?
Built for Salesforce Lightning (but compatible with Classic), Conga CLM (Contracts for Salesforce) allows users to track and compare document changes without the use of a heavier Contract Lifecycle Management (CLM) application.
What is Conga application?
Conga Composer | Document generation and reporting for Salesforce made easy. By Conga. Conga Composer | Document generation and reporting for Salesforce made easy. Create documents automatically and directly from Salesforce. Generate documents with data from any object.
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.
Is Conga a public company?
The company is privately-held and based in Broomfield, Colorado with support teams in Australia and the UK.
Where are conga templates stored in Salesforce?
This tool is located in the Tools & Settings drop-down menu in the upper-right corner of the Conga Composer page. The Template Builder exposes the data retrieved by Conga Composer from the Master Object and from any Salesforce Reports or Conga Queries referenced in the Conga Composer URL.
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 certification?
Conga Certifications are an ideal way for administrators and partners to demonstrate a rigorous proficiency with Conga products. Certifications are fee-based and earned through instructor-led training, successful completion of an in-class project, and passing the associated certification exam.
Effective contract management to speed up sales
Automate, generate, and execute large volumes of transactional contracts directly in Salesforce. Empower sales teams to build and negotiate their own contracts within legal guidelines to reduce risk, streamline processes, and accelerate sales cycles. Sales closes more deals and legal can focus on more complex contracts.
Efficient teams, happy customers
Delight your customers and employees with a frictionless contracting process from beginning to end. Shrink contract negotiations and achieve faster time-to-revenue, all within Salesforce as your single source of truth.
Legal-approved, sales-driven negotiations
Legal-approved clauses and language empowers sales to build and negotiate standard contracts for faster negotiations without risk. In the rare case, legal can redline, negotiate, and amend contracts as an exception, not as a rule.
Increased visibility, key insights
Standard, high-volume contracts must be executed the same way every time to reduce risk. Create and deliver the right alert notifications for you in the contract management process, right from within Salesforce.
Manage legacy and 3rd party contracts effortlessly
Use AI and Machine Learning to ingest legacy and 3rd party contracts to uncover new insights. Track and compare 3rd party contracts, map the data to Salesforce fields for reconciliation, and identify which clauses should be saved in the clause library to manage risk and optimize revenue.
Work in Word
Conga provides an answer we’ve been looking for to improve our contract negotiation process. Process cycle time reduction […] means our customers can serve their patients sooner.
Conga Contracts for Salesforce plays well with others
Conga’s products are purpose-built to work together seamlessly, so you can automate and streamline commercial operations end-to-end.
About the Contract Responsibilities Object
The Contract Responsibility is another new custom object in the Contracts for Salesforce Managed Package. The purpose of this object is to store information about a person who is assigned a certain role in the execution of a Contract Agreement, creating a Contract team for the execution of a particular Contract Agreement record.
Legal Entity
A Legal Entity is another new custom object in the Contracts for Salesforce Managed Package. It is a place where you can store your internal organization’s legal information. Each Contract Agreement you create can be associated with a Legal Entity record.
What is a Conga document?
This document is intended for Conga customers who have made the decision to transition from Salesforce Classic to Salesforce Lightning. It contains answers to common questions you may have after you have decided to make the transition, primarily focused on the resulting changes to Conga applications, related Visualforce pages, and other custom elements that have been created for your organization’s implementation of Conga products and services on Salesforce.
Does Conga have Lightning?
When you enable Lightning for your organization, all Conga applications become Lightning compatible: All Conga Classic pages are automatically converted to Lightning. Any customization work done for or by a customer in Classic mode is also automatically converted.
The best digital documents for every interaction
With Composer, quickly generate error-free digital documents for any need. Automate your templated documents to guarantee they’ll always be beautiful and built with the right data. Spin up accurate, consistent documents for any business need while you get rid of process roadblocks and errors that slow down business.
Digital document creation, streamlined
With Composer, build fully customized, personalized documents in a snap, whatever your industry, your role, or your use case. Eliminate manual document tasks and reduce errors for better customer communications.
Automate key documents processes
Once you’ve created your documents, we help you automate processes around them. Tie together automated reports and batch sends for quick, streamlined workflows. How do shorter business cycles and reduced workload sound?
Conga Batch: simplify scheduling
With the Conga Batch add-on, consolidate, schedule, and deliver the documents you create with Composer. Choose how you want to launch and send, whether automatically or on demand, and even do so for multiple documents at once.
Conga Trigger: automate delivery
The Conga Trigger add-on allows you to create and distribute digital documents automatically from Composer and Salesforce—without having to click a button every time. Set up a workflow rule to automate creation and delivery.
Conga Composer plays well with others
Conga’s products are purpose-built to work together seamlessly, so you can automate and streamline commercial operations end-to-end.
See for yourself
We’re happy to tell you all about our solutions and how they work. But sometimes seeing is believing. Check out our managed trial and see the power—and simplicity—of our Digital Document Transformation Suite.
For a custom object
Enter Salesforce setup by going to Setup → Create → Objects →Your Launching Object.
For a standard object
Enter Salesforce setup by going to Setup → Customize → Your Launching Object → Buttons, Links, and Actions.
Email
Conga Email Templates (CETs) and Salesforce® Email Templates are supported.
Supported Vs Unsupported Objects
Global Actions are not supported on all Standard Salesforce objects. Since you need to add the Conga Composer global publisher action to the object page layout, Composer for SF1 will only work on the following:
Storing in Salesforce
Below is a table that outlines how well Salesforce1 handles each method to store and what is recommended when setting up a Composer for Salesforce1 solution.
