Download page About Conga Composer for Administrator.
About Conga Composer for Administrator
Conga Composer enables Salesforce customers to customize, streamline and scale document generation and reporting for unlimited use cases across all organizations and industries. Composer can automatically populate richly-formatted templates with data from any standard or custom object in Salesforce.
As an admin, you build a Composer solution and place that button on a page layout. Your end-users can then click the button to run the solution. You can allow end-users to make selections, such as which template to use for the final merged files, or you can pre-select templates and other options and run the solution entirely in the background. You can also automate solutions using Salesforce workflows or on a schedule.
Conga Composer allows you to perform the following tasks:
Install and Upgrade Conga Composer from the Salesforce AppExchange.
Set up and configure Conga Composer with Conga Composer Setup.
Create a Composer Solution.
Use the Document Automation Wizard to create and modify a Composer Solution.
Use the Composer Solution Manager to create and modify a Composer Solution.
Create or modify a Composer Solution manually in Salesforce Setup.
Create a Conga Template.
Create a Conga Template and add merge fields to the template using the Conga Template Builder or Document Automation Wizard.
Conga supports the following file types as Conga Templates:
Word
Excel
PowerPoint
PDF
HTML Email
Gather additional data for a Composer Solution.
Use SOQL Queries and Salesforce Reports to gather additional data to merge for a Composer Solution.
Customize your Conga Solution with additional behavior.
Use Conga Composer parameters to add additional functionality to your Conga Solution.
Deliver merged documents.
Conga Composer allows you to deliver merged documents through the following methods:
Download in your browser
Email
Save to Salesforce
Save to a third party repository
Send for eSignature
Post to Chatter
Automate file generation and delivery with Conga Batch and Conga Trigger.