Automate a Solution with Conga Batch
How to configure Conga Batch to automate a solution via Conga Batch Record or a Salesforce List View Button.
The steps involved in configuring Conga Batch are listed below.
The first step in setting up a Conga Batch solution is to determine how you want to launch Conga Batch.
Choose how to launch Conga Batch (via the Conga Batch record or a Salesforce list view).
To Launch via a Conga Batch Record
- Determine which records to include in your batch by building a Salesforce report or SOQL query.
- Create a Conga Batch record.
- Convert a button or link to a Salesforce formula field using the Conga Formula Builder.
- Test your Conga Batch solution to ensure everything is working properly.
- Launch the Conga Batch solution from the Conga Batch record.
- Optionally, schedule the Conga Batch solution to run automatically at a designated and recurring date and time.
