How do you set up a conga Composer?

To install Conga Composer

  1. Install Conga Composer into your Salesforce instance by visiting our listing on the AppExchange.
  2. Click Get It Now and follow the on-screen prompts to install Conga Composer.
  3. Log in to the AppExchange.
  4. Specify where you want to install Conga Composer.
  5. Read and accept the terms and conditions.

How do I make a Conga Composer template?

To create a Conga Template:

  1. Select the “Conga Composer” application from the application picker in the top right corner.
  2. Click on the “Conga Templates” tab.
  3. Click New.
  4. Provide the following information for your template: Name – a short descriptor for the template. Template Type – document.

How do you set up a conga batch?

To install Conga Batch: Select a security level for the Conga Batch application. Conga recommends selecting Install for All users, as anyone who launches batched merges via through Conga Batch requires access to the Conga Batch app components. Click Install. Installation Complete!

Does conga work without Salesforce?

“Conga Document Generation (Composer) is INCREDIBLY flexible, which makes it so powerful. It does a fantastic job creating picture-perfect, error-free documents right out of Salesforce.”

How do you integrate Conga Composer in Salesforce?

The steps to set up Conga Composer Salesforce Integration are as follows:

  1. Step 1: Setting up Conga Composer and Salesforce Accounts.
  2. Step 2: Connecting Conga Composer Salesforce.
  3. Step 3: Modelling Custom Templates.
  4. Step 4: Building Output Documents.

Does Conga work without Salesforce?

Is Conga owned by Salesforce?

Thoma Bravo’s Apttus to rebrand as Conga after $715M acquisition of Salesforce-backed business. San Mateo-based Apttus is buying Colorado-based Conga and adopting its brand name.

Where are conga templates stored?

After designing a template you may store your template in any of these locations: The Conga Template Manager (for document templates) The Conga Email Template Manager (for email templates) The Salesforce template repository (Setup → Communication Templates → Mail Merge Templates)

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 you make a Conga batch solution?

To create a Conga Batch record:

  1. Click the Conga Batches tab.
  2. Click New to create a new Conga Batch record.
  3. Give your Conga Batch record a Title and optionally a Description.
  4. Add the Conga Batch formula field’s API name (for example: Batch_formula_field__c) to the URL Field Name field.

Is Conga native to Salesforce?

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

How much faster is Conga Composer?

Since implementing Conga Composer, the Despatch sales team now takes only a minute or two to generate simple quotes. That’s five times faster than using our old system!

How to use conga CPQ?

Learn to configure products, set up pricing, and generate quote quickly and accurately using Conga CPQ. Define rules and rating to negotiate a good deal using Conga Deal Maximizer. Browse the documents to leverage CPQ and apply the base template to build your own commerce website.

How long does it take to generate documents using conga?

Generating documents using Conga will be a breeze and this step-by-step guide will get you up and running in less than 45 minutes. To understand Conga a little more in detail, let’s watch the following video (runtime 1:57 minutes) and we’ll then talk more about it.

What can you do with conga?

Learn to generate complex yet accurate invoices for any combination of products, services, and subscriptions. Learn to configure products, set up pricing, and generate quote quickly and accurately using Conga CPQ. Define rules and rating to negotiate a good deal using Conga Deal Maximizer.