Automate the process to a single click with Conga QuickMerge. Conga Mail Merge is a step-by-step wizard that guides you through the process of creating batches of documents and logging the associated activity in Salesforce. You access Conga Mail Merge by clicking the Conga Mail Merge tab.
Full Answer
Why would a company choose Conga over Salesforce?
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. How long have Conga and Salesforce been partners?
How to process thousands of Records in Salesforce batch processing?
But Salesforce provided very nice feature of Batch Apex processing where you can process thousands of records. Here you can write SOQL query to retrieve the records on which you want to perform the action. This method returns either Database.QueryLocator or Iterable that contains the records or sObjects.
How long does it take to generate documents using conga?
Generating documents using Conga will be a breeze and this step-by-step guide will get you up and running in less than 45 minutes. To understand Conga a little more in detail, let’s watch the following video (runtime 1:57 minutes) and we’ll then talk more about it.
Why do I have to submit a form to Conga?
By submitting this form you confirm that you agree to the storing and processing of your personal data by Conga as described in our Privacy Notice. How does Conga optimize Salesforce?
What is batch process page?
Similar to the import/export overview page, the batch process page lets you view additional information about a process if it fails. The log file overview provides a summary of the log file contents.
What is a log file?
The log file can contain WARN, ERROR, or FATAL log messages. To see why a process failed, click the Download log file link and review the entries. See Understanding Log Files. The following is an example of when a customer can't be removed during the batch process.
Automation at every step
Conga’s revenue lifecycle management products provide a seamless Salesforce experience that allows you to provide better data visibility along with process and approval automation. Easily sort and manage data to create fast and accurate quotes and proposals with increased visibility. Automate your approvals to streamline contracts.
Conga Grid
Conga Grid is a productivity tool within Salesforce that allows users to view, sort, and manage batches of data from a single screen.
Conga Orchestrate
Create repeatable processes in Salesforce with no coding using Conga Orchestrate. Easily configure, automate, and manage multiple, complex workflows and processes.
Conga Approvals
Automate your workflow with Conga Approvals for a better employee and customer experience.
Conga X-Author for Excel
Automate manual processes and save hours on admin work with Conga X-Author for Excel, turning Microsoft Excel into a complete user interface for your CRM system.
Automating the revenue operations processes
Conga works seamlessly within Salesforce, giving you one cohesive place to get work done quicker and easier.
Get a demo
Optimize your Salesforce workflow for a higher level of success. Automate your revenue lifecycle today. Learn how Conga can help.
Remove pressure points from your document creation
Automate your data-gathering, document formatting and staying on top of where documents end up. Let your people focus on other things instead.
Our Salesforce ISV partners
Working with the best ISV partners to give your Salesforce platform competitive edge.
