Global Merge

Formula on Global Merge, started life as Pipeline, Org Wide report

Batch Only, typically created as a Summary report, ONE email
  • Usually, just Download or Email
  • Very useful as an Executive Summary, can be sent to Board@mycompany
  • These are often scheduled, weekly reports
  • 5 Salespeople, 5 Conga Batches, “weekly Sales status”
  • Useful to combine a LOT of individual Salesforce reports into ONE Word or Excel doc
  • Several 1000 rows per report are ok because we’re just merging a report into a document
  • Cannot update individual records so you won’t be able to use AC, SC, MFTS on those Accts, Opptys, whatever

Instead of this:

"&QueryID=[Revenue]a0336000000ELxK" +

You must do this:

"&QueryID=[Rev]a0336000000ELxK?pv0=" +

  • Each Operation is just one service event, even with 1000 rows in report

Conga Batch

The formula field is on a specific object and was converted from a solution (record-based merge).

Distributed Output:

  • Can use AC, SC, and MFTS on ALL records

  • Download or SendEmail or Docusign, etc

  • Common use case: weekly Invoice reminder, upcoming renewals

  • Advantage: customer can Download ONE document AND update all child records

  • Customers can send high quality Invoices with as many records as they want in a batch at a time, via email; 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 provider (such as Salesforce, SendGrid, or AWS SES) limits on the number of emails to be sent per day

Consolidated Output:

  • Not useful as One Email, Executive Summary report

  • ONE document, i.e. a Batch document, must be limited to 200 records

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

  • A distributed (i.e. email) output is up to 1000 records

  • Can be a ListView

  • Each record = One Service Event, even if it’s a consolidated output equals multiple service events

Global Merge

The formula field is located on the Global Merge object and was converted from an Org-wide report.

  • Usually, just Download or Email

  • Very useful as an Executive Summary, can be sent to Board@mycompany

  • These are often scheduled, weekly reports

  • 5 Salespeople, 5 batches, “weekly Sales status”

  • Useful to combine a LOT of individual Salesforce reports into ONE Word or Excel doc

  • Several 1000 rows per report are ok because we’re just merging a report into a document

  • Cannot update individual records so you won’t be able to use AC, SC, MFTS on those Accts, Opptys

    • Instead of this: "&QueryID=[Revenue]a0336000000ELxK" +

    • You must do this: "&QueryID=[Rev]a0336000000ELxK?pv0=" +
  • Each Operation is just one service event, even with 1000 rows in report