List of caveats and warnings for Conga Batch.

  • Conga Batch is limited to 200 records per batch for consolidated output or when launching from a Salesforce List View button.

  • For integrations with OneDrive, it is recommended to send no more than 40 documents in a single batch. 
  • There is no limit on the number of records in a batch for distributed output; however, 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
  • Each Master Object record in the batch will use one service event. Service events are deducted from your annual subscription plan of service events.
  • Each Conga Batch merge operation consumes API requests; the number varies depending on the nature and complexity of the solution as well as how many records are in the batch. Therefore, you’ll need to gauge the number of Conga Batch operations that will take place in your instance with the number of API requests you’re allowed in a 24-hour period.
  • While not generally necessary, set a 12-hour session timeout value when using Conga Trigger or a Scheduled Conga Batch to increase the likelihood that a session is still active when the document processing takes place.
  • Ensure that ampersands in text fields passed via Conga Batch have a space before and after the ampersand character. For more information, see Replace Ampersands (&) in Reference Field Data.
  • If you have a Conga Batch scheduled that utilizes reports, remain in Classic. If you switch to Lightning, a scheduled Conga Batch will pick this up and not be able to generate data for that report as Conga cannot read report data in Lightning.
  • When using Conga products and DocuSign in a fully automated fashion (such as using the background parameter/value pair &DS7=17, Conga Trigger, or Conga Batch) the DocuSign Username and Salesforce User Email must match. If not, you will receive this error: Error: CreateEnvelope in DocuSignAPI. The UserID does not have a valid membership in this Account.