Follow the below steps to do the integration yourself. Login to your Salesforce account and download the Conga Composer App from Salesforce AppExchange. Then, sign up for your Conga Composer account. Once Conga Composer is available in your Salesforce account, go to ‘Conga Solution’ and select ‘New’ from the drop-down menu.
- Open 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.
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?
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 install conga on my organization?
To install Conga head over to the AppExchange. Sign in with your trailblazer account and click the Get It Now button. It can be installed and trialed on any org. After selecting the environment, you’ll be prompted to sign in. Then get to the installation screen. Choose any Install For mode.
What is Conga?
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.
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 add a conga 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.
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.
Does conga integrate with Salesforce?
CONGA SALESFORCE® INTEGRATION Conga Composer is an add-on application which pulls data from your Salesforce platform to help you quickly, easily and consistently prepare customised client documentation in your preferred format. Pre-populate a range of documents by drawing on existing data in Salesforce.
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 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 application?
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 you create a conga query?
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...
What is conga tool?
Conga document generation is the go-to solution for creating beautiful, accurate digital documents using pre-built or customized templates automatically populated with data from Salesforce. Send consistent and personalized documents that elevate your brand and delight your customers.
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...
What is Apttus in Salesforce?
Apttus, in simple words, is a quote-to-cash software provider that drives important business processes between a potential buyer's purchase and the revenue realization. It is also the Organization dealing with leading Configure Price Quote (CPQ) software, E-commerce, and Contract Management software.
How do you use a conga trigger?
To create a workflow rule for Conga TriggerNavigate to Setup in Salesforce.Click Create.Click Workflow & Approvals.Click Workflow Rules (in Salesforce Lightning: Setup. (in Salesforce Lightning: Setup → Process Automation → Workflow Rules)Click New Rule.Complete the steps using the information below:
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.
What are the basics we need to learn?
Conga composer is based on what is called a Conga Solution. It entails the following.
Conclusion
Creating documents in Conga Composer is a breeze. With just a few clicks we were able to cover most of the basics. Ofcourse there is more to Conga and I’ll covering them in the future and share other tips.
Step 1: Configure the Salesforce Integration
Install Conga Collaborate in Salesforce : If you have not already done so, start by connecting your Salesforce and Conga Collaborate environments. For instructions on installing Conga Collaborate in a Salesforce sandbox or production org and connecting the environments, see Connect Salesforce Integration.
Step 2: Build a Conga Collaborate Template
After setting up your Salesforce integration, build a Salesforce-integrated template. For an even more detailed walk-through, you can check out the full length Creating Conga Collaborate Templates article.
Step 3: Test your Template
During and following the build of your template, ensure that you are testing! Your testing will follow a similar workflow as the sample document in the video at the top of this article. In brief, follow these steps to test a typical document workflow:
Step 4: Deploy Your Solution
Formal deployments look different in every organization, the important thing is that users are notified, trained, and have the proper incentive to use their new process.
