The value entered in the completed document is then updated on the corresponding field in Salesforce. There are two ways to pre-populate default values in Conga Sign write back tags. Using Conga Composer merge fields to dynamically populate a record specific default value
- In Salesforce, open the App Launcher and select Conga Sign.
- Go to Conga Sign Setup > Write Back Configuration.
- Select an Object. ...
- Select the object fields.
- Define the properties in the Define the Write Back Field Properties screen.
- Click Save.
How can I use conga collaborate with Salesforce?
Work within one system by generating documents with Conga Collaborate inside Salesforce and keep both systems in sync Save time from routine tasks by having Conga Collaborate update fields in Salesforce based on document activity (such as updating Opportunity Stage to Closed/Won when a document is signed)
How do I track the progress of my conga collaborate project?
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. Record feedback and make revisions following user testing.
How to view documents associated with a record in Salesforce work?
Easily view documents associated with a record on related lists in Salesforce Work within one system by generating documents with Conga Collaborate inside Salesforce and keep both systems in sync
What are the benefits of generating documents from Salesforce?
Generating documents from Salesforce provides several benefits to your organization: Easily view documents associated with a record on related lists in Salesforce Work within one system by generating documents with Conga Collaborate inside Salesforce and keep both systems in sync
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.
What is Write Back?
Conga Sign Write Back functionality uses Conga Sign tags to configure and map standard and custom Salesforce fields in documents. The information added by signers within documents is sent directly to Salesforce and updates the appropriate records.
How it works
The Write Back process consists of users selecting tags and Salesforce objects related to those tags, signers adding data to those tags, and then the data is directly updated to the appropriate Salesforce record.
Write Back Tagging Syntax
The best way to get your newly configured write back tags into your documents is to simply copy and paste the tagging syntax from the write back field properties page. Update the signing index to reflect the appropriate signer.