Create a Composer button that generates the initial document that is negotiated using Contracts for Salesforce. This Composer solution:

  • Use Conga Queries to gather Managed Clauses (Business Edition and up).
  • Include the DataTagEnable parameter to ensure changes can be tracked and synced back to Salesforce.
  • Generate the document in Microsoft Word and attach it to Salesforce Files for the Master Object (for example: Contracts).
  • (Optional) Use the WPD parameter and Textboxspecial merge field to ensure only certain fields are editable.
  • (Optional) Use the LRTF parameter to remove additional lines that are merged from Rich Text fields.

To create a Composer button:

  1. Create Composer button on the object(s) you are using with Contracts for Salesforce (for example, Contracts, Quotes, Opportunities) and add it to the Page Layout.
  2. Create Conga Queries to gather Managed Clauses (Business Edition and up) and any other related data you want to merge into your document.

    You must include the ID field for each relevant object in the Select statement of your query.

    An example query to gather Managed Clauses (Business Edition and up) on the Contract object:
    SELECT APXT_Redlining__Latest_Revision_Text__c, Id, APXT_Redlining__Order__cFROM APXT_Redlining__Managed_Clause__c 
    WHERE Parent_800__c='{pv0}'
    ORDER BY APXT_Redlining__Order__C ASC

    The WHERE clause should reference the Key Prefix of the object you are using with Contracts for Salesforce.

  3. Build your Composer template and upload to the Conga Template Manager.

    It may be helpful to turn on Track Changes in your Word template so that it is already on when the counter-party receives the document.

  4. Add additional parameters to the Composer button URL: &DataTagEnable=1 and &DS7=111

​​​​​​Below is an example Composer button URL for a button on the Contracts Object. This button generates the document (including merging the Managed Clauses) and attaches it to Salesforce Files for the Master Object. It does so in Background Mode.

/apex/APXTConga4__Conga_Composer
?serverURL={!$Api.Partner_Server_URL_370}
&id={!Contract.Id}
&QueryID=[Clauses]a1H46000000M4hR?pv0={!Contract.Id}
&TemplateID=a1P46000000HkN2
&DataTagEnable=1
&DS7=111