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. ...
- Install Buttons and Lists on your Launching Object : Your Conga Collaborate document will be launched from and relate back to specific records in Salesforce. ...
- Map Salesforce Data into Conga Collaborate : Once you know your document launching object, take a look at the document you’re planning to build and determine which parts of the ...
- Install 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.
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 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 you integrate Conga Composer in Salesforce communities?
How to Integrate Conga Composer in Salesforce CommunitiesActivate Share Group settings (optional).Set up Partner Roles per Partner Account (Partner Portal only).Create Sharing Sets.Create Sharing Settings (High Volume Community and Portal Users only).More items...
What is conga Sfdc?
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 install a conga?
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...
Is Conga part of Salesforce?
Conga and Salesforce FAQs Conga was born on the Salesforce AppExchange in 2006 and Salesforce Ventures is a Conga investor.
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 application?
Conga Composer | Document generation and reporting for Salesforce made easy. 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 much does conga cost?
The pricing for Conga Sign starts at $20.0 per user per month. Conga Sign has a single plan: Conga Sign at $20.00 per user per month.
How does a Conga work?
Features. Conga is an incredibly comprehensive application, requiring multiple bits of data from different objects inside your Salesforce org. Composer works using Conga Solution records, which store all the information on that document template including the outputs, behaviours, data queries, and more.
How do I launch Conga Composer in Salesforce?
In Salesforce, click Setup. In the Customize area, navigate to the object where the button should be placed and click Buttons, Links, and Actions. Click the link in the Label column for the sample Conga Composer button to open it.
How do I access Conga Composer in Salesforce?
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What is Conga in Salesforce?
Conga is one of the most popular Third-Party software on Salesforce’s AppExchange marketplace. With the simple click of a button, Conga Composer allows Salesforce users to Create, Alter, Automate, and Generate Papers and Quotes. It can also help you choose from a variety of richly structured templates including data from any Salesforce entity. Using the Template Builder, you can make a Conga template. Conga can be referred to as a Digital Documents Pillar.
How to integrate Conga Composer with Salesforce?
To begin integrating Conga Composer and Salesforce, you first need to login to your Salesforce account. To do so, you can go to the official website of Salesforce and login using your credentials such as username and password. After logging in, download the Conga Composer App in your Salesforce account from Salesforce AppExchange. Now, sign up or log into your Conga Composer account.
How to make a button in Conga Composer?
Produce a button by clicking the Create a Butto n option , which will create a new button that may be used in page layout. Then navigate to that object in the Link and Action Tab and look for the button that Conga Composer built automatically. Now, go to the page layout and choose the layout where you want to utilize the button, then you can go to the button, select the one you just made, and Drag it to a layout.
What is a conga composer?
Conga Composer is a document-generating program that is simple to use and widely utilized . Conga Composer is a powerful tool for Salesforce Task Documentation. This application makes it simple to produce and send a wide range of documents using templates that include Salesforce data from any standard or custom object.
Why is Salesforce important?
In the Salesforce environment, Data Management is of top priority, and because everything is on the Cloud, it’s rare to limit data, and documenting it is difficult. Salesforce integrates with apps from the AppExchange to carry out solutions, taking advantage of the benefits of the apps available.
What is Salesforce used for?
It also includes a variety of Application Programming Interfaces (APIs) for gaining access to and migrating data within your organization.
Where is the Conga Template Builder?
This Template Builder may be found in the Conga Composer user Interface’s tools and settings menu.
What is Conga in Salesforce?
Learn how to make pixel-perfect documents from Salesforce. Conga is a 3rd party product on the Salesforce AppExchange that can be installed to extend Salesforce.
Can you create documents in Conga Composer?
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.
Can you use Conga Query Builder?
Note : You can use the Conga Query Builder to build the same query, to keep it simple for this tutorial we will explore that in a future post.
How to create a theme for Conga?
Open the Properties panel, open the Design tab, and choose a Theme for your template. A Theme controls the general styling of your document. If you haven’t created a theme yet, check out our Creating Conga Collaborate Themes article.
How does Conga Collaborate save time?
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 to create a document in octiv?
Go to the Octiv Documents related list and click New Document. If you have not set up Template Mapping, you will need to select the document you’d like to create.
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:
What does "update Opportunity Stage to Closed Won" mean in Salesforce?
If you have set up Outgoing Data rules, (ex: upon Acceptance, update Opportunity Stage to Closed Won) confirm updates were made appropriately in Salesforce.
What is conditional content?
Conditional Content to create sections of text or content in your documents that will only show based on specific criteria. See Conditional content for more information.
Can you add Salesforce variables to a template?
Once you've started adding content to your template, you can start adding Salesforce variables and logic to drive dynamic behavior:
