Select the "Conga Composer" application from the application picker in the top right corner. Click on the "Conga Templates" tab. Click New.
Full Answer
How do I create a conga template?
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. ClickNew. Provide the following information for your template: Name - a short descriptor for the template
What are the different types of conga applications on Salesforce?
Conga applications on Salesforce are comprised of three different user interface technologies: When you enable Lightning for your organization, all Conga applications become Lightning compatible: All Conga Classic pages are automatically converted to Lightning.
Which conga pages are automatically converted to lightning?
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. All Conga Angular pages remain in the Angular Framework and continue to work normally (Lightning compatible).
What is Conga Composer in Salesforce?
Conga composer is a document generation tool. It is easy to create documents, presentations, and spreadsheets using Salesforce data. Conga can be used in a variety of use cases like create welcome letters, quotes, invoices, contracts, and much more.
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.
How do I create a conga button in Salesforce?
To add a Conga Composer button or link to a page layoutNavigate to Setup → Customize → [Object] → Page Layouts and click Edit next to the desired page layout.From the Page Layout Properties screen, click Buttons or Custom Links.Drag your new button to the Custom Button area on the page layout.Click Save.
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 you make a lightning template?
Click New Email Template.Enter the template's name.Add a subject. ... If you want, select an item from the Related Entity Type dropdown list. ... If you want, select a letterhead from the Enhanced Letterhead dropdown list.Click Save.Click Edit.In the HTML Value field, compose the email to use as your template.More items...
How do I get to the Conga Template Builder?
To access the Template BuilderLaunch Conga Composer from a Composer button (or from a Solution Record).In the Conga Composer window that opens, click Tools & Settings → Template Builder.
How do I use Conga in 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 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...
How do I update my conga template in Salesforce?
Update the Conga Template RecordNavigate to the template record for the template you just updated. A quick way to do this is from the Composer user interface. ... Click Attach File.Click Choose File. Locate the updated template you saved locally.Click Attach File.Click Done and close the window.
How do I install 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 create a template in Salesforce?
Create TemplatesClick Create.Hover over Template.Select a template type. When creating from an existing template, select the template to start creating from and click Select.Save the template.Complete required fields.Add content to the email.Save the email.
How do I create a custom page template in Salesforce lightning?
Custom Lightning page template components are supported for record pages, app pages, and Home pages. Each page type has a different interface that the template component must implement....Build the Template Component Structure. ... Configure Template Regions and Components in the Design Resource. ... (Optional) Add a Template Image.
How do I create a lightning email template folder in Salesforce?
Steps to create an email template folder:Click the App Launcher.Search for Email Template.Click Email Templates.In the upper right corner, click New Folder.Enter value for Folder Label.Click Save.
What are some examples of Salesforce?
Some common examples include: Send an NDA for execution. Deliver a standard new business proposal. Create and send renewal or upsell documents to your customers. Generating documents from Salesforce provides several benefits to your organization:
How to create a template in Word?
In the dropdown menu, select Template. Give your template a name, select its type, and click Create. From the Templates list, click Create Template. Give your template a name, select its type, and click Create. Open the Properties panel, open the Design tab, and choose a Theme for your template.
What is a conga template?
Conga Templates are CRM records that allow you to store your Word merge document as an attachment. The templates are immediately available as you build your letter campaign in Conga MassMerge and other tools.
How to attach more than one document to a Conga template?
If you attach more than one document to a Conga Template record, Conga will use the most recently attached document. Select the "Conga Composer" application from the application picker in the top right corner. Click on the "Conga Templates" tab. Click New.