Conga Courier gives you several options for defining the scope of Report Recipients: users, contacts, roles, profiles and groups.

To add recipients to a Conga Courier schedule:

  1. Click Select Recipients. 


You may use any combination of the options to define the list of recipients.

Select Users

In general, using Salesforce roles, profiles or groups is considered best practice for identifying larger numbers of recipients from among users of your Salesforce instance.

However, users can also be explicitly named as recipients.


To add a user to a Conga Courier schedule:


  1. In the Search for users box on the Select Users panel, type a portion of a user's or group's name.
  2. Click Go to see a list of matching user names.
  3. Add the names you want to the Selected Users pane.


To add a name:

Click >> to add all names in the Search Result pane or select one or more names in the Search Result pane and click > to add the selected names.


  1. Repeat to add additional names.



Select Contacts

You can use Conga Courier to share information with Contacts from your Salesforce instance. For example, you might want to send your distributors a daily update on current inventory levels, so they know what’s available should they need to place an order.

Use the Search for Contacts tool on the Select Contacts panel to find Contacts by first name, last name, or Account Name.

To add a contact to a Conga Courier schedule:

  1. Click the Select Recipients link.
  2. Click the Select Contacts
  3. Search for the contact name in the panel - type a portion of a user's or group's name.
  4. Click Go to see a list of matching contacts.
  5. Add the names you want to the Selected Contacts pane.


To add a name:

Click > to add all names in the Search Result pane or select one or more names in the Search Result pane and click > to add the selected names.


  1. Repeat to add additional names.


Conga Courier will allow a maximum of 25 Salesforce Contact entries in each Schedule.

The ability to send Salesforce reports to people outside your organization has many potential useful applications. It also offers an opportunity to share information you may not want to share. Exercise caution.


Select Roles, Profiles and Groups

The Roles, Profiles and Groups panels allow you to define recipients based on the way you have structured your Salesforce instance. These provide the most maintenance-free means of distributing reports to your User community, as the actual recipient list is determined just prior to each run of the report.


To add a role, profile, or group to a Conga Courier schedule:


  1. In the Search for roles box on the Select Roles panel, type a portion of a role, profile, or group name.
  2. Click Go to see a list of matching roles.
  3. Add the names you want to the Selected Roles pane.


To add a name:

Click > to add all names in the Search Result pane or select one or more names in the Search Result pane and click > to add the selected names.


  1. Repeat to add additional names.



Caveats about using Groups

Within the list of Courier Recipients, you may select one or more Groups. Each Group must contain

  • Named Users
  • Roles
  • Groups that contain Users or Roles

A few caveats with regard to Groups

  • Courier scans only down one nested level (i.e., the membership of the child Group below the parent Group)
  • Courier evaluates the membership of a Role, but not a Role with Subordinates


  1. Click Save.

The Recipients section will reflect your selections. If you haven't already done so, add a report and test your solution.

See Select a Report for the Conga Courier Schedule to see your recipients related to reports.