how to upload a conga template in salesforce

Enabling Conga Composer Templates Saved as Salesforce Files for Community Users.

• Open your Conga Template record.
• Click Related to view the Notes & Attachments related list where your template file is attached.
• Click View All.
• Click the Dropdown Arrow to the right of your template file and select Share.
• In the Share window expand the Who Can Access section.

Full Answer

How do I create a conga collaborate 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. Give your template a name, select its type, and click Create. From the Templates list, click Create Template.

How do I add a conga template to a Salesforce record?

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. Salesforce is deprecating Notes & Attachments and it should no longer be used.

Can I attach more than one document to a conga template?

If you attach more than one document to a Conga Template record, Conga will use the most recently attached document. To create a Conga Template: Select the "Conga Composer" application from the application picker in the top right corner.

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 update my conga template in Salesforce?

Update the Conga Template RecordNavigate 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.

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 get to the Conga Template Builder in Salesforce?

To access the Template Builder In the Conga Composer window that opens, click Tools & Settings → Template Builder.

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...

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 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 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...

What is Congo in 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 email template?

Create a Conga Email TemplateClick the Conga Email Templates tab.Click New to create a record.Enter a description and basic information about the new template and save the record. ... Click Advanced Editor to create the body of the template.Copy and paste merge fields from the Template Builder into the Advanced Editor.More items...

Is Conga native to Salesforce?

Conga was born on the Salesforce AppExchange in 2006 and Salesforce Ventures is a Conga investor.

How do I call Conga Composer from Apex?

Calling Conga Composer from Apex: Create a Remote Site setting record for “https://composer.congamerge.com” In your code, make an HTTP GET call with a long timeout (~60 seconds). Your code should call https://composer.congamerge.com/composer8/index.html.

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 a conga template?

Conga Templates, also know as Conga Template Manager, is a custom object included with the Conga Composer application. The Conga Template Manager stores document templates for Conga Composer and Conga Mail Merge processes.

Does Mail Merge recognize Conga templates?

If Salesforce Files are enabled in your org, Mail Merge does not recognize a Conga Template containing a Salesforce File. An immediate workaround is to change the Salesforce Files settings in your org to use Attachments, upload the file as an Attachment, and then re-enable the Salesforce setting to upload documents as Salesforce Files.