Conga is a 3rd party product on the Salesforce AppExchange that can be installed to extend Salesforce. Conga composer is a document generation tool. It is easy to create documents, presentations, and spreadsheets using Salesforce data.
What is Conga contracts for Salesforce?
Conga Contracts for Salesforce allows you to manage complicated, enterprise-wide contract lifecycles to mitigate risk, reduce friction, and empower your business to scale. From request to amendment through renewal, Conga's workflows allow you to automate every step of your contract lifecycle in Salesforce.
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 is in the transition to Salesforce conga?
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.
Why choose conga for commercial operations transformation?
Solve the revenue process and improve business outcomes with our support. Evolve and thrive. Conga offers the most complete solution for commercial operations transformation. Businesses can simplify and automate their approach to the essential quotes, contracts, documents, and processes that drive revenue and improve customer experiences.
What is conga used for 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.
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 does conga integrate with 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.
Is conga a standard object of Salesforce?
The Conga Collaborate managed package creates relationships from the Octiv Documents object to five standard Salesforce objects: Opportunity, Account, Case, Contact, and Lead. You can create documents from these objects out of the box with no additional configuration.
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 do you use conga?
2:3341:02Salesforce Conga Composer #LearnWithme - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo which is great. So now let's check out how the conga composer looks like right so this is an app.MoreSo which is great. So now let's check out how the conga composer looks like right so this is an app. So type conga composer here. And there you are we have a conga composer install.
How do I enable conga in Salesforce?
Required SetupOnce the installation is complete, navigate to the Conga Composer Setup tab.Click Authorize to authorize access to Conga Composer Setup.After authorizing, click Allow to access to Conga Composer Setup.
What is Apttus in Salesforce?
Apttus is a quote-to-cash software that automates critical business activities between a potential buyer's purchase and revenue realization.
Is CPQ part of Salesforce?
What is CPQ Salesforce? CPQ Salesforce, or Configure, Price, Quote Software by Salesforce is a sales tool for companies to provide accurate pricing with any given product configuration scenario.
What are conga templates?
Conga Templates are CRM records that allow you to store your Word merge document as an attachment. The templates are immediately available as you build your letter campaign in Conga MassMerge and other tools. Conga Templates also allow you to maintain versions of your document.
How do you make a conga report?
How to Use Salesforce Reports with Conga Mail MergeFrom the Reports Tab, click New Report.Select the type of data you want to report on and click Create. For the report format, select Tabular. ... Save the report to the Conga Reports folder. Say you'd like to send a document to a group of Accounts.
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: