Use Conga Link Service in existing Composer solutions. You must enable Composer Link Service and the Conga File Repository to setup and use Composer Link Service. Additionally, you must enable Notification Emails in Conga Composer Setup to send Notification Emails.

The solution must have a Conga Email Template (CongaEmailTemplateID parameter) to send a document with Composer Link Service in an email.

Modify an existing Composer solution in Salesforce Setup to leverage Composer Link Service.

  1. Navigate to the object that the Composer solution exists on in Salesforce Setup.
  2. Click Buttons, Link, and Actions.
  3. Click the link to a specific Button, Link, or Action, and then click Edit.
  4. Add the following parameters to the Composer URL.
    1. TemplateID
    2. LinkService

    3. CongaEmailTemplateID. Additionally, add the required {Conga_Doc_Link} merge tag in the email body of the Conga Email Template referenced in the solution.

      The CongaEmailTemplateID must have the {Conga_Doc_Link} merge tag in the email body to generate the document link.
  5. Add the following parameter to send Notification Emails.
    1. NETId
    2. EmailToId or a different Conga Email Template parameter to designate recipients
  6. (Optional) Add DS7 to run the solution in background mode.

  7. (Optional) Add the DefaultPDF parameter to convert the file to a PDF and view it in the Conga PDF Viewer.

    The Conga PDF Viewer only supports PDF files. Word, Excel, and PowerPoint are automatically downloaded to the browser tray once a recipient clicks the document link.

  8. Click Save after adding the parameters.