Conga Batch Product Guide

Learn Conga Batch Basics

• About Conga Batch
• Before You Begin
• What’s in the Conga Batch Package?

Install Conga Batch

• Install Conga Batch

Configure Conga Batch

• Choose How to Launch Conga Batch
• Launching from the Conga Batch Record
• Launching from a List View Button
• Determine Which Records to Include in Your Batch
• Create a Conga Batch Record
• Convert a Button to a Formula Field Using the Conga Formula Builder
• Create a List View Button
• Delete the Conga Batch Record
• Set an API Floor
• Determine How Conga Batch Will Deliver the Merged Output Files
• How to Manually Convert a Button into a Conga Batch Formula Field

Use Conga Batch

• Launch Conga Batch
• Launch Conga Batch from a Button on an Object Page Layout

Automate Conga Batch

• Automate a Solution with Conga Batch
• Schedule Conga Batch to Run Automatically

Troubleshoot Conga Batch Solutions

• Conga Batch Troubleshooting Tips
• Troubleshooting Conga Batch using Hyperlink Formula Fields
• Test Using the Conga Batch Record
• Test Using a Conga Batch List View Button
• Scheduled Conga Batch Failed to Run