- 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.
- Build a Conga Collaborate Template. After setting up your Salesforce integration, build a Salesforce-integrated template. ...
- Test your Template. During and following the build of your template, ensure that you are testing! ...
- 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 ...
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.
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.
What type of documents are created with conga?
What documents are created with Conga? Customers use Conga for all types of industry-specific documents throughout the revenue cycle to propose and quote, negotiate and execute, manage and fulfill, renew and expand. How do I add Conga to Salesforce?
How does conga work in Salesforce?
Conga helps you create customised client documents and reports drawing on data already in your Salesforce® platform. Conga Composer is an add-on application which pulls data from your Salesforce platform to help you quickly, easily and consistently prepare customised client documentation in your preferred format.
How do you use conga?
21:341:22:45Conga Composer : Digital Documents - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo so back in the day you had to go create a template record you go to conga templates. And youMoreSo so back in the day you had to go create a template record you go to conga templates. And you create that and then you attach your you know your template maybe a word document.
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.
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 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 set up 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...
How do you use a conga trigger?
To create a workflow rule for Conga TriggerNavigate to Setup in Salesforce.Click Create.Click Workflow & Approvals.Click Workflow Rules (in Salesforce Lightning: Setup. (in Salesforce Lightning: Setup → Process Automation → Workflow Rules)Click New Rule.Complete the steps using the information below:
How do you make a conga solution?
To create a new Solution recordClick the Conga Solutions tab.Click Create New and select Conga Solution.In the Conga Solution Name field, enter a name for the solution.In the Master Object field, select a master object from the list.Click Create Record. The new solution opens in the Conga Solution screen.
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.
What is conga tool?
Conga document generation is the go-to solution for creating beautiful, accurate digital documents using pre-built or customized templates automatically populated with data from Salesforce. Send consistent and personalized documents that elevate your brand and delight your customers.
What is conga solution?
Conga Composer Solutions is simply another interface to build/create Conga Composer buttons. Generally, Conga Composer is authored as a custom button/link that resides on a Salesforce Record Detail page.
How do I edit a conga template in Salesforce?
Click on the template record to display its Creation Template Edit screen, and edit the template:Rename the template or change its description.Map the merge fields in the template document to a different system or additional field, additional form field, or clause.More items...
Effective contract management to speed up sales
Automate, generate, and execute large volumes of transactional contracts directly in Salesforce. Empower sales teams to build and negotiate their own contracts within legal guidelines to reduce risk, streamline processes, and accelerate sales cycles. Sales closes more deals and legal can focus on more complex contracts.
Efficient teams, happy customers
Delight your customers and employees with a frictionless contracting process from beginning to end. Shrink contract negotiations and achieve faster time-to-revenue, all within Salesforce as your single source of truth.
Legal-approved, sales-driven negotiations
Legal-approved clauses and language empowers sales to build and negotiate standard contracts for faster negotiations without risk. In the rare case, legal can redline, negotiate, and amend contracts as an exception, not as a rule.
Increased visibility, key insights
Standard, high-volume contracts must be executed the same way every time to reduce risk. Create and deliver the right alert notifications for you in the contract management process, right from within Salesforce.
Manage legacy and 3rd party contracts effortlessly
Use AI and Machine Learning to ingest legacy and 3rd party contracts to uncover new insights. Track and compare 3rd party contracts, map the data to Salesforce fields for reconciliation, and identify which clauses should be saved in the clause library to manage risk and optimize revenue.
Work in Word
Conga provides an answer we’ve been looking for to improve our contract negotiation process. Process cycle time reduction [...] means our customers can serve their patients sooner.
Conga Contracts for Salesforce plays well with others
Conga’s products are purpose-built to work together seamlessly, so you can automate and streamline commercial operations end-to-end.
What are the basics we need to learn?
Conga composer is based on what is called a Conga Solution. It entails the following.
Conclusion
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.
What is a Conga document?
This document is intended for Conga customers who have made the decision to transition from Salesforce Classic to Salesforce Lightning. It contains answers to common questions you may have after you have decided to make the transition, primarily focused on the resulting changes to Conga applications, related Visualforce pages, and other custom elements that have been created for your organization's implementation of Conga products and services on Salesforce.
Does Conga have Lightning?
When you enable Lightning for your organization, all Conga applications become Lightning compatible: All Conga Classic pages are automatically converted to Lightning. Any customization work done for or by a customer in Classic mode is also automatically converted.
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.