Conga Batch® is an optional, paid add-on 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

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.

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.
Choose how to deliver your files

  • Consolidated – Files from up to 200 records can be batched and consolidated for immediate download as a single PDF, single Microsoft Word file (using AWD parameter), or .ZIP file.

    The consolidated output limit can be increased to 500 records on request. To increase the limit, contact your Conga Representative.

  • Distributed – Individual files can be batched for distribution as:
    • Email attachments
    • eSignature documents (Conga Sign, DocuSign®, Adobe eSign®, and Sertifi)
    • Salesforce record attachments, Documents, Chatter® posts, Content records, Google Drive, and SpringCM

The maximum number of records per batch for distributed output is 1000 records. It is recommended for large batches to schedule multiple batch operations separated by 15 minute increments. Larger batch operations must adhere to the following constraints:

    • Number of Salesforce API calls per day allowed by the Org
    • Salesforce file storage limits within the org
    • Email providers (such as Salesforce, SendGrid, or AWS SES) limits on the number of emails to be sent per day
Choose when it happensOn 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.