Download page Launch Conga Batch from a List View Button.
Launch Conga Batch from a List View Button
Launching your Conga Batch solution from a Salesforce List View button allows you to choose the records in your batch on an ad hoc basis rather than using a report’s or query’s filter criteria to determine which records are included.
The benefits of using a List View button include:
Easily choose which records you want to use as the Master Object records in the Conga Batch batch by selecting them manually from the list.
Select up to 75 records per Conga Batch batch.
Optionally, you can also use a Related List Button on an object’s page layout.
The maximum amount of records you can select and merge with a Conga Batch List View button is 75 records. Use a scheduled Conga Batch solution to merge more than 75 records at once.
If you choose to launch via a List View button, all users who have access to List Views for that object will see the Conga Batch List View button, though a user must have a license to run a Conga Batch process.
See Create a List View button in Lightning for more information on how to make this implementation method work with the Salesforce Lightning Experience.
