Conga Product Documentation

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Conga Email Template Special Merge Fields

Conga Email Templates have a rich variety of tools, which are similar to the features available in Conga templates built in Microsoft Word.

The following features are available:

  • Merge data fields from the Master, Org and User datasets. For more information, see Create a Conga Email Template.
  • Merge Report and Query fields using Table- and Paragraph-based Detail Regions.
    • For example Word templates, create a table and include a {{TableStart:DataSet}} and a {{TableEnd:DataSet}} field to indicate where detail data should be located. Insert merge fields from the detail region in the cells between the TableStart and TableEnd.
    • You cannot add detail data to the Subject line of a Conga Email Template.
  • Hide tables based on the absence of rows on a Report or Query using TableHide. Within a table, include a {{TableHide:DataSet}} field to indicate that you want the table removed if no data is available in the dataset.
  • Calculate the sum of a table column using SUM(ABOVE). Find the sum of a column of numbers by appending a blank row to a table, and creating a SUM(ABOVE) field with {{ =SUM(Above) \# Currency}
  • Display a comma-separated list of Report or Query values using TableList. You can display a list of detail values with {{TableList:DataSetName:FieldName:Punctuation}}
  • Merge images into Image fields. Insert images using a {{IMAGE:MergeFieldName}} merge field.
  • Generate Hyperlink fields.
    • Create dynamic hyperlinks by including a {{HYPERLINK:MergeFieldName}} field. The field from Salesforce must contain an “absolute” (complete) URL. Optionally, you can include a colon (:) after the merge field name, followed by “friendly” text to display as the clickable link, rather than simply merging the URL. For example: {{HYPERLINK:ACCOUNT_WEBSITE:Click Here}}
    • To merge images within a Conga Email Template in Lightning, such as a company logo, users must upload the image as a Document in Salesforce Classic and check the Externally Available Image field for that Document record.