Salesforce: Auto-publishing documents
The auto-publish feature for documents created through Salesforce and Conga Collaborate saves time by enabling reps to select a template, build, and publish a proposal with one click.
Generate and publish a document with a single click.
Save time by reducing the number of clicks required to publish a document, or use auto-publish to lock down content that you don't want reps to edit.
- From your user dropdown in the top right corner, go to Administration.
- Select Integrations.
- Choose Salesforce.
- Click Edit.
- Scroll down to the section labeled Assign Template.
- When setting up template mapping, select the Auto-Publish checkbox.
When a document is launched from Salesforce, you will be presented with a published document that is ready to be sent to recipients.
