Collaborate
Explore Topics
Collaborate Contents
About Collaborate
What's New in Collaborate Documentation
Collaborate for Users
Conga Collaborate Basics
Implementation Guide
Installing and Configuring Conga Collaborate
Using Conga Collaborate
General Usage
E-Signature
Forms
Salesforce
Connect a Salesforce Integration
Salesforce: Contact and Signer Mapping
Creating Documents Integrated with Salesforce
Install Conga Collaborate Buttons and Lists in Salesforce
Launching a document from a Salesforce record
Salesforce: Adding contacts to documents
Salesforce: Adding the Conga Collaborate Document related list and buttons to page layouts
Salesforce: Associating a Record to a Conga Collaborate Document
Salesforce: Changing a Document's Related Salesforce Record
Salesforce: Configuring Product Pages
Salesforce: Configuring quote pages
Salesforce: Creating Auto-generated Tables
Salesforce: Creating Buttons for Custom or Non-Default Objects
Salesforce: Enabling attachments
Salesforce: Auto-publishing documents
Salesforce: Granting access to Conga Collaborate
Salesforce: Integration and installation overview
Salesforce: Relating objects to Conga Collaborate documents
Salesforce: Setting up approvals
Salesforce: Setting up BCC email for Opportunities
Salesforce: Template mapping
Salesforce: Using Salesforce email inside Conga Collaborate
Salesforce: Using the Incoming Data Tool
Salesforce: Using the Outgoing Data Tool
Microsoft Dynamics
Reporting
Advanced Usage
PDFs
Presentations
Cloud Storage
Netsuite
Pipedrive
Overview of Filters
Guided Tour of Conga Collaborate
Updating Cloud Content
Updating Your Cloud Storage Integration
Troubleshooting Conga Collaborate
Collaborate for REST API Developers
Conga Customer Community & Learning Center Resources
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Integrate online Collaborate documents with Salesforce.
January 7, 2025
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