Create the Solution Record

  • Create the container (the solution record) that organizes the solution settings.
  • Give the solution a name.
  • Identify the master object.
  • Create the button.

To create a new Solution record

  1. Click the Conga Solutions tab.
  2. Click Create New and select Conga Solution.
  3. In the Conga Solution Name field, enter a name for the solution.
  4. In the Master Object field, select a master object from the list.
  5. Click Create Record. The new solution opens in the Conga Solution screen.

Create the Button

To create the button in Solution Manager, click Create on the Conga Solution window.

(Optional) Specify the data needed for the merged documents. Some solutions can receive all necessary data from the master object. If your solution requires data from other objects, you can include reports or queries to gather that data and make it available.

  • You can specify up to 50 reports or queries in any combination.
  • Each report or query must have an alias.

  • Alias names are used to identify datasets within the Conga Template Builder.

Although Conga Composer supports up to 50 reports or queries, numerous or complicated reports can exceed the timeout of 60 seconds in Salesforce. There are other limitations that you should consider. For more information on limits, see Product Data Limits.

Add an Existing Query

To add an existing query to a solution using Solution Manager:

Before you begin, you must have a solution record created and open.
  1. In Solution Manager, click Add Query Data.
  2. Select a query. The query name and ID appear in the boxes to the right.
  3. In the Alias field, type an alias for the query.
  4. (Optional) In the Description field, type a text description of the query.
  5. (Optional) To modify the default filter of the query, click Advanced Filter Configuration.
  6. Click Add Conga Query to Solution Record. Solution Manager adds the query to the record. The query appears in the Selected Queries area.
  7. (Optional) Add additional existing queries to the record. Each solution can access up to 50 entries, in a combination of reports and queries.
  8. Click Return to Solution Record.
  9. Click Update Button to add your changes to the current button URL.

Create and Add a New Query

To create a new query and add it to a Solution Record:

Before you begin, you must have a solution record created and open.
  1. On the Conga Solution screen, click Add Query Data.
  2. On the Conga Solution Query screen, click Create New Conga Query Record. The Conga Query Edit screen opens in a new window.
  3. In the Name field, type a name for the query.
  4. (Optional) In the Description field, type a text description of the query.
  5. Click Save to save the query.
  6. In the SOQL Select Statement box, type the select statement for the query.

Or

Use the Conga Query Builder button to build a SOQL statement.

  1. Click Save to save the query. Solution Manager adds the query and displays the Conga Query screen with the record loaded.
  2. Return to the Conga Solution Query screen and click Refresh to view the new query.
  3. In the All Available Conga Queries area, click the query to select it. The report name and ID appear in the boxes to the right.
  4. In the Alias field, type an alias for the report.
  5. (Optional) In the Description field, type a text description of the report.
  6. (Optional) To modify the default filter of the query, click Advanced Filter Configuration.
  7. Click Add Conga Query to Solution Record. Solution Manager adds the query to the record. The query appears in the Selected Queries area.
  8. Click Return to Solution Record.
  9. Click Update Button to add your changes to the current button URL.


Important

While Salesforce Reports are useful to gather data for Composer solutions, it is highly recommended to use Conga Queries due to better data gathering performance, versatility, and stability.

Add an Existing Report

To add an existing report to a solution using Solution Manager:

  • Watch a video of this task.
Before you begin, you must have a solution record created and open.
  1. In Solution Manager, click Add Report Data. 
  2. Select a report. The report name and Id appear in the boxes to the right.
  3. In the Alias field, type an alias for the report.
  4. (Optional) In the Description field, type a text description of the report.
  5. (Optional) To modify the default filter of the report, click Advanced Filter Configuration.
  6. Click Add Conga Report to Solution Record.
    Each solution can access up to 50 entries, in a combination of reports and queries. Solution Manager adds the report to the record. The report appears in the Selected Reports area.
  7. (Optional) Add additional existing reports to the record.
  8. Click Return to Solution Record.
  9. Click Update Button to add your changes to the current button URL.

Create and Add a New Report

To create a new report and add it to a Solution Record:

Before you begin, you must have a solution record created and open.
  1. On the Conga Solution screen, click Add Report Data.
  2. On the Conga Solution Report screen, click Create New Report. The Create New Report screen opens in a new window.
  3. In the Select Report Type area, select a report type. A preview of the report is shown in the right pane.
  4. Click Create. The standard Salesforce Report screen appears with the unsaved report information. Use this screen to build and save your report.
  5. Click Help for this Page in the upper right of the screen to access Salesforce help on using the Report Builder.
  6. (Optional) Click Run Report to run the report to view the results.
  7. Return to the Conga Solution Report screen and click Refresh (icon) to view the new report.
  8. In the All Available Reports area, click the report to select it. The report name and ID appear in the boxes to the right.
  9. In the Alias field, type an alias for the report.
  10. (Optional) In the Description field, type a text description of the report.
  11. (Optional) To modify the default filter of the report, click Advanced Filter Configuration.
  12. Click Add Conga Report to Solution Record. Solution Manager adds the report to the record. The report appears in the Selected Reports area.
  13. (Optional) Add additional existing reports to the record. Each solution can access up to 50 entries, in a combination of reports and queries.
  14. Click Return to Solution Record.
  15. Click Update Button to add your changes to the current button URL. The report name and ID appear in the boxes to the right.

Select a Sample Record and Build the Document Merge Template.

Click Access Template Builder and then click Select Sample Record to load a record from the selected master object.

When you select a sample record, the datasets from the reports or query are available.

To select a sample record in Solution Manager:

Before you begin, you must have a solution record created and open. In addition, you must have created the button.
  1. On the Solution Manager screen, click Access Template Builder. The Conga Solution Sample Record screen appears, showing a list of sample records.
  2. In the Sample Opportunity Records box, click a record to select it. Solution Manager updates the Sample Record ID field.
  3. Click Select Sample Record.
  4. Click Return to Solution Record to return to the solution record.

Or

Click Access Template Builder to open the Conga Composer for the selected record to preview the merged document or create a new template. If no existing template is available, you can build one.

To build a template using the Conga Template Builder:

Before you begin, the solution record must be loaded and a sample record selected.
  1. On the Conga Solution Record, click Access Template Builder.
  2. Verify that a sample record is selected.
  3. Click Access Template Builder to launch the solution in Conga Composer.
  4. In the Conga Composer window, click Tools & Settings → Template Builder to launch Template Builder. Conga Composer loads the datasets from the master object, including any you created with an alias by using a report or query.
  5. In the Copy Field Format area, select the document type for the template.
  6. In the Options area, select or clear the Use Text-Based Merge Fields box to format the fields using the text-based format —such as {{Product_Name}} — or the traditional merge field format—such as Product Name: «Product_Name».
  7. In the Options area, select or clear the Include Label box to include or ignore field label as merge fields are copied into the template region.
  8. In the left pane of the Template Builder, locate and double-click a field to add it to the right pane.

Or

In the left pane of the Template Builder, click a field name and click the right arrow to add it to the right pane.

  1. Repeat the previous step to add additional fields.
  2. Click  to have Conga create a new template document containing all of the fields in the right pane.

Or

Click individual fields or regions and copy and paste (or drag) them to an open document.

Or

Click  to select all fields and then copy or paste the fields into an open document.

  1. Save the template document.
  2. Click Back to return to the Conga Composer window. To add a template to the Conga Template Manager:
  3. On the Conga Solution page, in the Useful Links area, click Create New Conga Template Record.
  4. On the Conga Template Edit page, in the Name field, type a name for the template.
  5. (Optional) In the Template Group field, type a template group name (if using the TemplateGroup parameter).
  6. In the Template Type field, select the type of template to add.
  7. (Optional) In the Master Field to Set fields, enter up to three master fields to update whenever the template is merged.
  8. Click Save to save the template record in the Conga Template Manager. The template record is created and the Conga Template page appears.
  9. On the Conga Template page, click Attach File. The Attach File to Conga Template page appears.
  10. Click Choose File, select the document template to use, and then click Open.
  11. Click Attach File.
  12. Click Done.

Select a Merge Template for the Solution.

  • Once the template has been added to the Conga Template Manager, you can add it to the solution.
  • Use Conga Email Templates only for solutions where the document format is an email.
  • You can add up to 10 file templates using Solution Manager and only one email template.

Add an Existing File Template to the Solution Record

To add an existing template to a solution using Solution Manager:

Before you begin, you must have a solution record created and open.
  1. In Solution Manager, click Add Templates. 
  2. Click a template to select it. The template name and ID appear in the boxes to the right.
  3. (Optional) In the Description field, type a text description of the template.
  4. Click Add Conga Template to Solution Record. Solution Manager adds the template to the record. The template appears in the Selected Templates area.
  5. Click Return to Solution Record.
  6. Click Update Button to add your changes to the current button URL.

(Optional) Add an Email Template

To add a Conga email template:

Before you begin, you must be editing a solution record.
  1. On the Conga Solutions page, click Add Conga Email Template.
  2. Select the Conga Email Template you want to add to your solution. You can only have one Conga Email Template per solution.
  3. (Optional) In the Description field, add a free-form text description.
  4. Click Add Conga Email Template to select the desired template and add it to the solution.
  5. (Optional) Click Save to save your solution record settings.

Or

If the button has been created, click Update Button to update the button URL with the current settings.

Customize the Solution and Add Functionality with Parameters

  • Parameters add flexibility and power to a solution.
  • You can use multiple parameters in a solution.
  • Some parameters require other parameters to function.
  • Parameters require a value.

Add Parameters

To add parameters to a solution:

Before you begin, you must have a solution record created and open.
  1. Click Customize with Parameters to load the Conga Composer Parameter screen. The parameter list is divided out into sections based on functionality. Click the plus sign to expand a section and view the parameters in that category. Click again to hide the parameters in the category.
  2. Click a parameter to see information and settings for the parameter. The description pane lists parameters and other settings that are required to use the selected parameter.
  3. Click Select Parameter to select the parameter. The Solution Manager Parameter Picker auto-fills the Parameter Name field.
  4. Enter a value in the Parameter Value field. The Parameter Picker will enter a default value of 1 automatically for parameters with On/Off functionality. This is a required field.
  5. (Optional) To add a merge field to your parameter, click Merge Field Helper to view the available merge fields.
  6. Click Add Parameter to Solution Record to save the selected parameter to your solution.
  7. Repeat to add additional parameters.
  8. Click Return to Solution Record to return to the solution record where you can update the button URL.

Test the Solution

  • Use the Launch button to run the solution before adding it to a layout.
  • Make any changes prior to publishing the solution to end users.

To test a solution:

  1. Click Select Sample Record.
  2. Click the record you want to use as the sample record for testing. It will auto-populate the Sample Record ID field.
  3. Click Submit & Return to Solution Record. This will add the sample record to your solution and allow you to test your solution against this record. The Launch button is now enabled in the Button Syntax & Test Launcher area.
  4. Click Launch to launch Conga Composer. You can now run a merge, check your settings, open the Template Builder, and access any other parts of Composer necessary to adequately test your solution.

Add the Button to a Layout

Where you add the button determines the results, as well as who can see the button.

To add or remove a Solution Manager button on a page layout:

Before you begin, you must have a solution record open with a button created.
  1. In Solution Manager, click Manage Page Layouts.
  2. In the Available Page Layouts area, select a check box next to a page layout to add the solution button to it. You can add buttons to more than one page layout.
  3. Click Select All to add the button to all available layouts.
  4. Click Add to Selected Layout(s) to add the selected buttons to the layout.

Or

Click Remove from Selected Layout(s) to remove the buttons from the layout. (Optional) Click Return to Solution Record