In Conga Composer, you create file templates that auto-populate with Salesforce® data when running the solution. You must configure these templates with the correct merge fields for them to populate correctly.
For more in-depth information on templates, refer to the template guides for each template type: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe PDF Forms, and HTML email.
You can add a maximum of 10 Conga Templates using the Conga Solution Manager. To add and merge more than 10 Conga Templates in a Conga Solution, contact your Customer Success Manager and thenadd the Conga Templates to your Composer Solution manuallyin Salesforce Setup.
About the File Templates Screen
1
A list of all templates available to add to your solution.
2
ClickReturn to Solution Recordto close the Add Templates screen and return to the solution record.
3
ClickAdd Conga Template to Solution Recordto add a selected template to the solution.
4
Once you select a template, the Template Name field auto-populates.
5
Once you select a template, the Template ID field auto-populates.
6
If the TemplateGroup parameter has been added to this Solution, the values of the TemplateGroup are shown here and only Conga Templates that match those values will appear in the table.
The Template Group parameter must be added to your button for this functionality to work.
7
ClickCreate New Conga Template Recordto open the Conga Template Manager in a new window.
8
All templates that have been added to the solution display under Selected Templates.
