Launch Conga Batch from a List View Button
Launching your Conga Batch solution from a Salesforce List View button allows you to choose the records in your batch on an ad hoc basis rather than using a report or query filter criteria to determine which records are included.
The benefits of using a List View button include:
- Easily choose which records you want to use as the Master Object records in the Conga Batch batch by selecting them manually from the list.
- Select up to 75 records per Conga Batch batch.
- Optionally, you can also use a Related List Button on an object page layout.
Note:
The maximum amount of records you can select and merge with a Conga Batch List View button is 75 records. Use a scheduled Conga Batch solution to merge more than 75 records at once.
If you choose to launch via a List View button, all users who have access to List Views for that object will see the Conga Batch List View button, though a user must have a license to run a Conga Batch process.
- See Create a List View Button for more information.
- See Create a List View button in Lightning for more information on how to make this implementation method work with the Salesforce Lightning Experience.
- Alternatively, you can launch Conga Batch from a Conga Batch Record.
