Salesforce and conga composer integration

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Deepali Kulshrestha
Senior Salesforce
Consultant

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Salesforce & Conga
Composer Integration
TM

Have Questions
● Don’t wait until the end to ask your questions.
● Type your questions and we will answer those at end of
session.

Today’s Agenda:
● What Is Conga Composer?
● Reasons for Integrating Salesforce and Conga Composer
● Technical Requirements
● Customizing Composer with Parameters
● Conga Queries
● Template Builder
● Conga Template Manager
● Hands on
● Q/A

What Is Conga Composer?
● Conga Composer allows Salesforce users to create, customize,
automate and generate documents and quotes by a single click on
a button.
● It can also select richly-formatted templates with data from any
kind of object in Salesforce.
● We can create a Conga Template through Template builder and that
I’ll discuss further.
● Conga Composer is a Salesforce app that automates manual
document generation methods to make your Salesforce users more
productive.

Reasons for Integrating Salesforce and Conga
Composer
Document Generation
Distribution
Automation

Document Generation
● Conga Composer allows using Salesforce data, so that any document,
report or presentation can be generated.
● Any field from any of the object from Salesforce can be accessed easily by
placing a single button on any object’s layout.
● It allows fetching around 50 other objects additional data in Salesforce
using Salesforce reports or SOQL queries.

Distribution
Conga Composer allows a variety of options for downloading, storing, and delivering
our document:
● Immediately downloaded
● Saved directly in Salesforce, Google Drive, or SpringCM
● Automatically emailed
● Sent for e-Signature
Users can build documents from their web browser or
mobile device.

Automation
● We can automate our whole business processes by using parameters to
control the behavior of the Composer button.
● You have a wide variety of options – and can preselect up to 10
templates to generate one or more output files.
● We can use parameters to restrict options in the user
interface or enable background mode to neglect it completely.

Technical Requirements
To install and successfully use Conga Composer, you must have one of the following
from each category:
❖ Salesforce Edition:
➢ Performance / Unlimited
➢ Enterprise
➢ Professional (limitations may exist)
➢ Developer

❖ Salesforce Products:
➢ Sales Cloud
➢ Service Cloud
➢ App Cloud
➢ Health Cloud
➢ Financial Services Cloud
➢ Quote-to-Cash

❖ Internet Browsers:
➢ Firefox
➢ Chrome (you may have to enable redirects from Composer in
Chrome version 64 or higher)
➢ Internet Explorer (version 11 or the latest version supported
by Salesforce)
➢ Safari (Mac only)
➢ Microsoft Edge

❖ Template Software:
➢ Microsoft Office 2016 and earlier (Mac or PC)
➢ Adobe Acrobat XI and earlier, Acrobat Reader

Customizing Composer with
Parameters
● Composer can be customized by adding parameters to the Conga Composer
button URL.
● Parameters are added using the following convention:
&ParameterName=Value

Conga Queries
We can use Queries instead of reports in Salesforce. Conga Queries
contain a SOQL SELECT statement that is specially tuned to work in
combination with Conga Composer and Conga Mail Merge.

Template
Builder
1. The filter box is used to search and
quickly find the fields.
2. The Plus sign next to a data set is to
expand it to select data fields.
3. Arrows to move selected data.
4. It includes selected data fields and tables’
from the data set.
5. In this section, we can choose the type of
the template.
6. This section allows us to select fields in
the template work area so using these
buttons we can copy and paste fields in
our template.

Conga Template
Manager
● After we built a template through template builder, we can store it
to the Conga Template Manager to make it available for Conga
component.
● It is the storage location for Conga templates.
● It is a custom object that is added with the Conga Composer
component.
● It provides an ability to cover security, source control, ability to use
the Master Field To Set operation on a per-template basis, and also
reduced the need of using parameters to update IDs in button
URLs.

Hands On
Now let’s create a Template using Template builder. For that we need to :
● Install Conga Composer through Salesforce AppExchange,
● Configure Conga Composer,
● Create Conga Composer button on desired object and add the button
to Page-Layout.
● Now Create a template through template builder,
● Attach the created document in Conga Template Manager,
● Download the template.

Q & A

Thank
You

Salesforce and conga composer integration

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