Provides access to the Conga Formula Builder, which automatically converts your button or link into a Salesforce formula field.
Serves as the launch point for Conga Batches, hence much of this guide referring to launching Conga Batch from a Conga Batch record.
To create a Conga Batch record:
Click the Conga Batches tab.
Click New to create a new Conga Batch record.
Give your Conga Batch record a Title and optionally a Description. We find it helpful to include the type of delivery method (e.g. download, email, etc.), the template, and the Master Object in the Title or Description such as, “Download Proposal Oppty.” If you’re launching Conga Batch from a List View button, we recommend including “To be deleted” in the Title or Description fields, as the Conga Batch record is only used temporarily.
Add the Conga Batch formula field's API name (for example: Batch_formula_field__c) to the URL Field Name field.
If the Conga Batch formula field is not yet created, add placeholder text in the URL Field Name field in the interim to create the Conga Batch record. Replace the placeholder text later when the Conga Batch formula field is created.
For Conga Batch solutions that will be launched from the Conga Batch record, enter the Salesforce ID from a report or query into the corresponding field (Report Id or Query Id). Most of the time, you will use Report Id or Query Id as the Master Object Source. However, instead of running a full batch using a report or query, you may run a single record using Record Id to test the Conga Batch solution. Otherwise, Record Id is only used in rare situations with specific requirements. Do not confuse the report or query you select in the Master Object Source with those that you may have referenced in your solution; the Conga Batch report or query is simply used to determine which records in Salesforce you wish to include in the batch operation while reports and queries are used to gather detail data that are referenced on the template.
