Conga Batch Configuration Steps
First, choose how to launch Conga Batch. You can launch it using a Conga Batch record or a Salesforce list view. The steps for configuring Conga Batch vary for each method.
Launching 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 the Conga Batch solution to ensure everything works properly.
- Launch the Conga Batch solution from the Conga Batch record.
- Optional: Schedule the Conga Batch solution to run automatically at a designated and recurring date and time.
