Salesforce: Configuring Product Pages
This is an advanced feature that requires knowledge of Conga Collaborate auto-generated content as well as a good understanding of how data is structured within Salesforce and interpreted in Collaborate. You must be a system administrator to configure Product Pages. If you run into issues, submit a ticket to our technical support team.
If you are using the standard Quote object in Salesforce, use the Quote Pages feature
If you are integrated with Salesforce, you can use Conga Collaborate Product Pages. Product Pages is a feature that allows you to:
- Create a repeating page in a document template
- Generate documents that contain one repeated page per child record related to your launching object
- Access data from grandchild records related to your document launching object within the repeated page
For example, you might have an Opportunity Hierarchy set up in your Salesforce org, where you have a parent Opportunity custom object and a related child Opportunity object. You might want to create a document that launches from the parent Opportunity record and contains one page for each child Opportunity record, complete with data from the child Opportunity record and the child’s Opportunity Product data.
In this scenario, the parent Opportunity custom object would be the document launching object (where you click the New Document button), and the child Opportunity object would act as the source of data for the product page. Each child Opportunity would contain Opportunity Products, which act as grandchild records of the launching object.
Mapping Data for Product Pages
Product page variables must be mapped in their own object, otherwise known as the product page launching object, within the Salesforce Integration page. Follow these steps:
Creating Product Pages
Product pages are created as content pages within your Collaborate Content library. Follow these steps to build a product page template:
Configuring Product Pages
Product pages are configured within the Salesforce Integration settings in Conga Collaborate. Follow these steps to set up Product Pages:
Mapping Templates
Product Pages only work when template mapping is enabled for the template you chose in step 10 above. Reference Salesforce: Template Mapping for more information on how to do this.
Launching your Document
Once all the above steps have been completed, create a document from within Salesforce. If everything was configured correctly, your generated document will contain a page for every child record on your launching object and each page will be populated with the content and data you defined in your Content page template.