Download page How to Create a Conga Global Merge Solution.
How to Create a Conga Global Merge Solution
Create an org-wide reporting solution with Conga Global Merge.
Global Merge is a feature included with Composer version 8.7 and newer. Global merge provides a custom object from which to launch Composer solutions that perform record-independent merges (such as org-wide or dashboard reporting). The steps to create a Global Merge solution are listed below.
Master Field To Set (MFTS) does not work with Global Merge Solutions.
To create a new Conga Global Merge Solution
Click the Conga Solutions tab and clickNew.
In the Conga Solution Name field, enter a name for the solution.
In the Master Object field, selectConga Global Merge(APTXConga4_Composer_QuickMerge_c).
ClickCreate Record.
ClickCreate Conga Global Mergeto move the Button URL from the in Progress area to the Current Button URL area. This action will create a Global Merge record that is linked to the Solution Manager record.
Create the Salesforce reports or SOQL queries needed for your report.
SelectAdd Report DataorAdd Query Data.
Select the Report or Query from the list.
Queries are highly recommended in Lightning.
Add an alias.
ClickAdvanced Filter Configurationand set the pv0 value to + (this will ensure the filters you set for your report or query are retained).
ClickAdd Report or Query to Solution Record.
Repeat Steps 7 - 11 for all the reports or queries you want to add to the Global Merge Solution.
Return to the Solution Record and clickUpdate Conga Global Merge.This will add the reports or queries to your Global Merge solution.
The next step is to create the Conga template. Access the Template Builder by clickingLaunch Composer.
ClickTools and Settingsand selectTemplate Builderfrom the drop-down.
The report and query data are listed in the Template Builder (look for the alias name you used).
Begin creating your template by adding merge fields from the Template Builder.
(Optional) To test your template, clickBackin the Template Builder interface then select theLocal Template tabfrom the Composer User Interface. Select your template (saved locally on your computer) and clickPreviewto merge your report and query data into the template.
When satisfied with your template, upload it to Salesforce by clickingAdd Templatesfrom the Global Merge solution record.
Return to the Add Templates screen and refresh the table. Your newly uploaded template will appear. Select it and clickAdd Template to Solution Record.For more information, seeAdd a Template Using Solution Manager
The final step is to customize your Global Merge solution with the Conga parameters.SeeAdding Parametersfor more information. For a list of parameters available to use, see theComposer Parameter Guide.
When you are done adding parameters, clickUpdate Conga Global Mergefrom the Solution record.
To run the finished solution as an end-user, click on theConga Global Merge Record IDto navigate to the Global Merge record that was created from the Solution record.
From the Global Merge record clickLaunch. This will launch the Conga Global Merge solution and generate the output file using the selected template.