Slaesforce FAQ

how to show bold text in conga form from salesforce

by Christa Baumbach Published 2 years ago Updated 2 years ago

If you know ahead which values will be bold (meaning no custom logic in apex), then it would be best to use style="font-weight:bold;" and hardcode this style into your visualforce. But if you require custom logic within apex to determine if it will be bold or not

Full Answer

How do I create a Salesforce-integrated 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. From the Dashboard, click the Create button. In the dropdown menu, select Template.

How do I test a document workflow in Salesforce?

In brief, follow these steps to test a typical document workflow: Login to Salesforce and navigate to your launching object. 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.

How do I create an Octiv document in Salesforce?

Login to Salesforce and navigate to your launching object. 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.

How do I use the conga collaborate editor?

Use the Conga Collaborate editor to format the content you’ve pasted in or insert images, tables, pages breaks, and more. For more information, see Using the Editor. As much as possible, let your selected Theme determine the styling of your content.

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.

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