Select the Create Views check box if you want to convert Salesforce list views to separate Conga Grid views. Be aware that if you have hundreds of list views, this option will create separate Conga Grid views for each one. Select a privacy option for the view from the Privacy drop-down list.
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 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?
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.
Is conga a standard object of Salesforce?
The Conga Collaborate managed package creates relationships from the Octiv Documents object to five standard Salesforce objects: Opportunity, Account, Case, Contact, and Lead. You can create documents from these objects out of the box with no additional configuration.
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 I query a Salesforce file?
Steps to enable the permission for users:Set Up > Permission Set > New.Enter in the preferred details.Click Save.Click App Permissions.Click Edit,Navigate to "Query All Files".Check the "Query All Files" checkbox.Click Save.More items...
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 much does conga cost?
Starting at $20 USD per user per month. Packaged option for up to 10 users. Generate, track, and manage on-brand documents with ease. Conga Composer automates tedious business processes and provides actionable insights, so that you can focus on driving revenue.
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.
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 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 I query attachments from Mailmessage in Salesforce?
EmailMessage msg = [select e. TextBody, (select Name from Attachments) from EmailMessage e WHERE e.Id = '02s0m000000asfSAAQ' ]; System. debug(msg. Attachments);
How do I access document objects in Salesforce?
Clicking on the Documents tab displays the documents home page. Note If the Documents tab is not visible, you can customize your display to show it. Under Find a Document, enter keywords to search for a document. In the Document Folders section, select a folder to view all the documents contained in that folder.
How do you read an apex attachment body?
You have to use att. body. toString() to get the content of the attachment. This only works if the blob is actually contains only text and not binary data.
Introduction to Conga Composer
Conga is one of the most popular Third-Party software on Salesforce’s AppExchange marketplace. With the simple click of a button, Conga Composer allows Salesforce users to Create, Alter, Automate, and Generate Papers and Quotes. It can also help you choose from a variety of richly structured templates including data from any Salesforce entity.
Introduction to Salesforce
Salesforce is a Cloud-based Customer Relationship Management (CRM) platform with simple business apps that may help you build a fantastic customer experience. Salesforce is a software platform that allows you to stay in touch with Customers, Prospects, Partners, Sales, and Marketing services from all over the world.
Steps to Set Up Conga Composer Salesforce Integration
The steps to set up Conga Composer Salesforce Integration are as follows:
Limitations of Manual Conga Composer Salesforce Integration
The modern client has been empowered and enabled by technology. It has transformed Sales by putting the client in charge of the transaction. As a result, Customer Experience is essential in determining whether a Sales team succeeds or fails.
Key Benefits of Conga Composer Salesforce Integration
Document Merging: Businesses can profit from Conga Composer in a variety of ways, especially when integrating various documents in Salesforce. Conga Composer is mostly useful for combining data from numerous documents – which is crucial for a variety of applications.
Conclusion
This detailed guide provided insights into Conga Composer Salesforce Integration. It also talks about the key benefits and limitations of using the manual method of Conga Composer Salesforce Integration. In case you want to export data from Salesforce into your desired Database/destination, then Hevo Data is the right choice for you!
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.
