Creating Documents Integrated with Salesforce

Salesforce: Integration and Installation Overview

Salesforce: Granting Login Access to Conga Collaborate

Salesforce: Adding the Conga Collaborate related list and buttons to page layouts

Salesforce: Install Conga Collaborate related lists and button

Salesforce: Relating objects to Conga Collaborate objects

Salesforce: Using the Incoming Data tool

Salesforce: Using the Outgoing Data tool

Salesforce: Creating auto-generated tables

Microsoft Dynamics: Integrating with Conga Collaborate

Adding a new user

User roles and permissions

Differentiating user roles and permissions

Getting started with Theme Builder

Creating a Template

Grant Login Access to your Conga Collaborate User

Including call to action buttons

Copy and paste from Microsoft Word

Working from the document table of contents

Using the editor

Inserting variables into content

Conditional content

Hiding or showing content in Sections and Pages: Logic Builder

Conga Collaborate Deployment Guide