Instead of using a Conga Batch record or a list view button, Conga Batch can also be launched from a custom button on a standard or custom object’s page layout.

To launch Conga Batch from a custom button, create a new button on your desired object that starts with the following URL:

• For Salesforce Classic: https://conductor.congamerge.com/conductor8/index.html?sessionId={!$Api.Session_ID} &serverUrl={!$Api.Partner_Server_URL_160}
• For Salesforce Lightning https://conductor.congamerge.com/conductor8/index.html?&serverUrl={!$Api.Partner_Server_URL_330}

Next, reference your Salesforce Report or SOQL query that defines the scope of records to include in a batch process with Conga Batch. Use only ONE of the following parameters:

• Option One: &ReportId=00Oxxxxxxxxxxxx?pv0={ParameterToPass}
• Option Two: &QueryId=a0xxxxxxxxxxxxx?pv0={ParameterToPass}

Where {ParameterToPass} is a merge field that will pass a value to your Report or Query. For example, if a Conga Batch button is on an Account and the Salesforce Report is configured to show all Cases for a given Account, you would pass the {!Account.Id}.

Finally, reference the formula field that contains the Conga Batch URL: &URLFieldName=Conductor_URL_Field__c​

​A complete example of a Conga Batch button is below:

• For Salesforce Classic: https://conductor.congamerge.com/conductor8/index.html?sessionId={!$Api.Session_ID}&serverUrl={!$Api.Partner_Server_URL_160}

  &ReportId=00OE0000000HM5a?pv0={! Account.Id }

  &URLFieldName=Conductor_URL_Field__c

• For Salesforce Lightning: https://conductor.congamerge.com/conductor8/index.html

  ?serverUrl={!$Api.Partner_Server_URL_330}

  &QueryID=a038c00001dHSnmAAG?pv0={!Account.Id}

  &URLFieldName=Conductor_URL_Field__c