How do I create a conga email template?

How do I create a conga email template?

Create a Conga Email Template

1. Click the Conga Email Templates tab.
2. Click New to create a record.
3. Enter a description and basic information about the new template and save the record.
4. Click Advanced Editor to create the body of the template.
5. Copy and paste merge fields from the Template Builder into the Advanced Editor.

How do I use the conga email template?

To use a Conga Email Template:

1. Click Conga Email Templates to view saved templates.
2. Select the email template to use.
3. Click the Merge & Email button on the Composer dialog box.

How do you create a conga query?

To Create a Conga Query:

1. Navigate to Conga Queries by clicking the Conga Queries tab.
2. Click New to create a new Conga Query record.
3. Type a Name and Description.
4. Leave the SOQL Select Statement field blank.
5. Click Save.
6. Click Conga Query Builder.
7. Click an object in the list to select it as the base object of your query.

How do I create a conga template in Salesforce?

Creating a Template

1. Create a template from the Dashboard: click Create. In the dropdown menu, select Template. Give your template a name, select its type, and click Create.
2. Create a template from the Templates list: click Create Template. Name your template, select its type, and click Create.

Which is the best Conga Composer for Salesforce?

If you want to generate pixel-perfect rich documents in Sa lesforce like quotes, invoices, contracts etc. then using Conga Composer in Salesforce is the way to go. Conga is a 3rd party and one of the best selling apps on Salesforce marketplace AppExchange.

How long is the step by step guide for 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.

How can I get support for my conga account?

At Conga, we’re only successful when you’re successful. So, whether you prefer talking with the support team, taking courses online, or browsing dozens of resources in a self-service portal, Conga Support helps you build expertise. Visit the Conga Learning Center New customer and admin resources