Salesforce: Template mapping.
- From your user dropdown in the top right corner of the screen, select Administration.
- Open Integrations.
- Choose Salesforce and click Edit.
- Scroll down to the section labeled Assign Template.
- Choose your launching object.
- Select your Salesforce field and the value of that field.
- Select the Conga Collaborate template you want to use based on the selections made in steps 2 and 3.
- (Optional) Turn on Auto-Publish.
- Click Add.
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?
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
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.
How do I review the tracking information in a conga collaborate document?
Click on the document name to open the Conga Collaborate document, and then open the Track panel and select View Full Report to review the tracking information. We recommend sitting down with a group of pilot users who are adaptable to new technology and have them test as well.
How do I get to the Conga Template Builder in Salesforce?
To access the Template Builder In the Conga Composer window that opens, click Tools & Settings → Template Builder.
Where are conga templates stored?
After designing a template you may store your template in any of these locations: The Conga Template Manager (for document templates) The Conga Email Template Manager (for email templates) The Salesforce template repository (Setup → Communication Templates → Mail Merge Templates)
What are conga templates in Salesforce?
Description. 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. Conga Templates also allow you to maintain versions of your document.
How do I change the 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 use the Conga Composer in Salesforce?
Creating conga composer button or linkOpen Conga Composer go to Conga Solution, click on new Name the conga solution and use Master Object where you want to use this solution.Click on create a button that will create a button which can be used in page layout.More items...
How do I add a field to a conga template?
To insert fields in a template Open a template in X-Author for Contracts for Conga CLM (Contracts for Salesforce). In the Templates pane, go to Work and click Fields. Place the cursor in the section of the template text where you want to insert a field and click Insert Field. This opens a Insert Field dialog box.
Why is conga used with Salesforce?
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 do you use Conga Query in Conga Template?
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 you migrate a conga solution?
To import a SolutionLog in to the Salesforce org where the solution is being migrated to.Navigate to Conga Composer Setup.Click on the Solution Migration tab.Click Browse and navigate to the . zip file you want to upload.Click Import.
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.