About Conga Batch
Conga Batch® is an included add-on for Composer that launches on-demand or scheduled solutions in batches. Conga Batch saves you time, effort, and money when you need to run the same solution for many records at once or on a recurring interval.
How Conga Batch Works
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Choose what records to include in a batch |
Predefined – Use Salesforce® standard reports or SOQL queries to select records. Ad hoc – Make selections from a list view or related list view. Note:
While Salesforce Reports are useful to gather data for Composer solutions, it is highly recommended to use Conga Queries due to better data gathering performance, versatility, and stability. |
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Choose how to deliver your files |
Note: The maximum number of records per batch for distributed output is 1000 records. It is recommended for solutions requiring large batches to schedule multiple batch operations limited to 1000 records by 15 minute increments. Larger batch operations must adhere to the following constraints:
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Choose when it happens |
On Demand – Launch from a button on a list view, page layout, or Conga Batch record. Scheduled – Runs in the background hourly, daily, weekly, or monthly. |
