- Navigate to the Conga Templates tab.
- Click New.
- On the Conga Template Edit page, in the Name field, type a name for the template. ...
- (Optional) In the Template Group field, type a template group name (if using the TemplateGroup parameter).
- In the Template Type field, select the type of template to add.
- Navigate to the template record for the template you just updated. A quick way to do this is from the Composer user interface. ...
- Click Attach File.
- Click Choose File. Locate the updated template you saved locally.
- Click Attach File.
- Click Done and close the window.
What is custom conga template in Salesforce?
Conga Templates, also known as Conga Template Manager, are records that are created from the Conga Template custom object. Conga Template Manager stores document templates for Conga Composer. Navigate to the Conga Templates Salesforce tab.
How do I update fields in a conga template?
With this method, the field updates are handled in the Conga Template record and with a parameter, which means the field updates take place when a specific template is used in a merge. To update fields on the Conga Template Record: Add the UF0 parameter to your button URL.
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 upload a file to a conga template?
On the Conga Template page, find the Files related list and follow the steps to upload your template file to the record. It is possible to use the Notes & Attachments related list, but it is recommended to update the page layout to use Files.
How do I update my conga batch?
To update an existing Conga Batch formula field using the Formula BuilderNavigate to the Conga Batch record that lists the formula field you wish to update (in URL Field Name). ... Click the Formula Builder tab. ... Click Edit Button. ... Edit the button and click Save.More items...
How do I create a new 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.
Where are conga templates stored in Salesforce?
This tool is located in the Tools & Settings drop-down menu in the upper-right corner of the Conga Composer page. The Template Builder exposes the data retrieved by Conga Composer from the Master Object and from any Salesforce Reports or Conga Queries referenced in the Conga Composer URL.
How do I add a template to Conga Composer?
To add a templateNavigate to the Conga Templates Salesforce tab.Click New.Give your template record a descriptive name. ... (Optional) Add a description to your template as necessary.(Optional) In the Template Group field, type a template group name (if using the TemplateGroup parameter in your Composer solution).More items...
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 open the Conga Template Builder?
To access the Template BuilderLaunch Conga Composer from a Composer button (or from a Solution Record).In the Conga Composer window that opens, click Tools & Settings → Template Builder.
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.
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 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...
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 merge fields in Conga Template?
You can insert merge fields and modify text by selecting a word or text area on your document. The syntax for what we call a text-based merge field is as follows: {{ACCOUNT_NAME}} . In Word document templates, you can use special merge fields. To view a list, see Special Merge Fields in Word Templates.
How do you add a merge field in Conga Template?
Click the Conga Email Templates tab and create a record. Enter a description and basic information about the new template. (Optional) Save the record, then click Advanced Editor to further edit the body of the template. Copy the desired merge fields from the Template Builder.
Method 1: Update Fields in the Composer URL
With this method, the field updates are handled entirely in the Composer button URL, which means the updates take place every time the Composer button runs.
Method 2: Update Fields on the Conga Template Record
With this method, the field updates are handled in the Conga Template record and with a parameter, which means the field updates take place when a specific template is used in a merge.
