Contents
How do you make a conga solution?
Create a Conga Composer Solution Manually
- (Optional) Add Salesforce Reports and Queries.
- Add the Button to a Layout.
- Build the Document Merge Template and Save It to the Conga Template Manager.
- Save the Template Document.
- Create the Button or Link.
What is a Conga Composer?
Conga Composer | Document Generation & Reporting for Salesforce Made Easy. Create documents automatically and directly from Salesforce. Generate documents with data from any object. Ensure meaningful communications with no errors.
What is conga batch?
Conga Batch® is an optional, paid add-on that launches on-demand or scheduled solutions in batches. Conga Batch saves you time, effort, and money when you need to run the same solution for many records at once or on a recurring interval.
How does a conga work?
About Conga Document Generation Conga helps users deliver communication by creating documents and sourcing relevant data. Teams can use its composer tool to create customized documents and embed media. The API allows users to combine data and merge data from external databases.
How do you install a conga batch?
To install Conga Batch:
- Click the appropriate link to install Conga Batch in your Salesforce environment:
- Enter the Salesforce credentials for the instance in which you want to install Conga Batch and log in to Salesforce.
- Select a security level for the Conga Batch application.
- Click Install.
- Click Done.
How do I know my Conga Composer version?
To check your Conga Composer server version:
- Launch Conga Composer Solution.
- The current version number is in the lower right-hand corner of the Conga Composer console.
How do you upgrade conga?
You can upgrade to the latest version of Composer whenever you are ready. Before you begin: Do not uninstall any versions of Composer….To upgrade to the latest version
- Open the AppExchange in Salesforce.
- In the search bar, type Composer. Select Conga Composer under All Apps.
- Click Get it Now.