Conga Product Documentation

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Record

A collection of fields that store information about a specific item of a specific type (represented by an object), such as a Contact, an Account, or an Opportunity.

Record Type

Allows you to offer different business processes, picklist values, and page layouts to different users.

Renew

The Renew action enables users to create a new version of the agreement.

Reports

Salesforce delivers standard report folders containing reports for each record type. For example, Accounts, Opportunities, Leads, and so on.

Retention Policy

Determines the length of time a record must be stored.