Conga Composer Product Guide

Learn Conga Composer Basics

• About Conga Composer
• What Does Conga Composer do?
• Anatomy of a Conga Composer Button

Install Conga Composer

• Technical Requirements
• Install Conga Composer from the Salesforce AppExchange
• What's in the Managed Package?

Configure Conga Composer

• Basic Settings
• Configure the Composer Connected App
• Enable Remote Sites
• Prepare Composer Settings for Use in a Sandbox
• Assign User Licenses
• Profile Permissions Needed to Use Conga Composer

Use Conga Composer

1. Create your first solution with the Document Automation Wizard.
2. Create and Manage Solutions Using Solution Manager.
   • Using Solution Manager with Salesforce Professional Edition
   • Create and Manage Solutions Manually

   • Global Merge with Solution Manager

3. Gather Data for Composer.

   • Gather Salesforce Data

   • Use Salesforce Reports with Conga Composer

   • Use SOQL Queries with Conga Composer

4. Create Templates for Composer.
   • Word Templates

   • PowerPoint Templates

   • Excel Templates

   • PDF Templates

   • HTML Email Templates

5. Customize Composer with Parameters.
   • Composer Parameter Guide

Troubleshoot Conga Composer

• Conga Composer Debug URL
• Product Data Limits
• Composer Troubleshooting Help

Automate Conga Composer

• Batch Automate with Conga Batch
• Event-based Automation with Conga Trigger

Composer Add-On Products

• Conga Mail Merge
• Conga QuickMerge