The Conga Collaborate Document buttons and Conga Collaborate Document Related List allow your users to create documents from directly within Salesforce and view and access lists of Conga Collaborate documents related to specific records inside Salesforce.
Launching documents from Salesforce and storing records of documents back to Salesforce increases adoption of both your Salesforce and Conga Collaborate platforms, keeps both systems in sync, and provides a fluid end-to-end document workflow.
Salesforce permissions to edit page layouts and objects
Determine Your Launching Object
Before you start, determine your document launching object. This is the Salesforce object that you wish to launch documents from and relate documents back to in Salesforce.
Opportunity and Account are the most common Salesforce launching objects. However, Conga Collaborate supports launching from the Opportunity, Account, Lead, Case, and Contact objects by default. You can also launch from other objects, including custom objects, with some additional setup. Below are instructions for both scenarios.
Many Conga Collaborate admins desire to launch some document templates from one object type, and some document templates from another. Conga Collaborate works well in this scenario. NDAs and MSAs, for example, are often launched from an Account record whereas proposals, quotes, or order forms are often launched from Opportunity records.
Because launching objects are critical to determining how variables are mapped and logic statements are written in documents using Salesforce logic, Conga Collaborate recommends avoiding trying to launch one template from multiple objects types, such as launching a Scope of Work from both an Account AND an Opportunity object.
Install Conga Collaborate buttons and related list on the Account, Case, Contact, Lead, or Opportunity objects
- Open the editor on the page layout for your respective object.
- Using the editor palette, add the New Document button to the layout.
- Click Related Lists and add the Octiv Documents related list to your layout.
- Customize the related list by adding fields to display; we recommend:
- Document name
- Created Date
- Last Modified Date
- Last Viewed
- Choose how you’d like your list to be sorted; we recommend sorting in Descending order by Last Modified Date.
- Save your changes. You may be prompted to apply the changes; if so, click Yes.
Install Conga Collaborate buttons and the related list on other standard objects or custom objects
- Open the object settings for the Octiv Document object.
- Create a new field on the object.
- In Data Type, select Lookup Relationship. Click Next.
- From the dropdown menu, select the object you'd like to lookup to. This will be your launching object for creating Conga Collaborate documents. Click Next.
- Enter the Field Label and Field Name (without the __c) of the object you chose and click Next. The Field Name must exactly match the Object Name name of the object you are relating to Conga Collaborate Documents. (Optionally, you can make the field required, set the deletion action, and create a lookup filter. We also recommend writing a good description for future documentation purposes.)
- Make sure the lookup field is marked as visible to all profiles and not marked as read only. Click Next.
- Optionally add the lookup field to the Octiv Document page layout. End users will never see this layout, so adding it is purely up to your preference. Click Next.
- Create a related list label. We recommend Conga Collaborate Documents.
- Add the related list to your lookup object page layouts as necessary. Click Save.
To verify that setup was completed correctly, go to the parent object and select a record. On the record detail page, the new related list should appear with a New Document button. Click the button, and a new Conga Collaborate Document should open within your Salesforce window.