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Conga Product Documentation

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Composer for Salesforce

Conga Batch Installation and Setup

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Create a Conga Batch List View Button

This is a Javascript button and Javascript is not supported in Salesforce Lightning. This feature is not supported in the Salesforce Lightning user experience. For a Lightning-ready Visualforce button, see Create a Conga Batch List View Button (Lightning Experience)

Setting up a List View button to launch Conga Batch is easy. You create a button on the Master Object, paste the code from the Conga Batch Sample List View button, adjust the code to your needs, and place the button on the object’s Search Layout.

Note:

Due to their complicated nature, the integration of Conga with JavaScript, Visualforce, and Apex (or other programming languages) is outside the scope of support available from the Technical Customer Success team.

To create a Conga Batch List View button:

  1. Create the button. Use the JavaScript code below
    // STEP 1: CHANGE THE NEXT LINE TO THE TYPE OF RECORDS YOU'RE ACCESSING ON THE VIEW var idArray = {!GETRECORDIDS( $ObjectType.Opportunity )}; // STEP 2: CHANGE THE NEXT LINE TO THE API NAME OF THE FIELD THAT CONTAINS THE CONGA COMPOSER URL var urlFieldName="ComposerFormula_URL__c"; // DO NOT MODIFY ANYTHING BELOW THIS POINT ******************** // YOU MAY PASS UP TO 50 IDS var CongaURL = "https://conductor.congamerge.com" + "?MOID=" + idArray + "&SessionId={!$Api.Session_ID}" + "&ServerUrl={!$Api.Partner_Server_URL_520}"+ "&UrlFieldName="+urlFieldName; window.open( CongaURL, "Conga", "width=700,height=450,menubar=0" );
  2. Create a button on your Master Object. This Master Object needs to be the same as the Master Object you specified in the solution that you converted into a Conga Batch formula field.
  3. Copy and paste the OnClick JavaScript code from Step 1.
  4. Label the button.
  5. Set the Display Type to List Button and enable Display Checkboxes.
  6. Ensure the button’s Behavior is set to Execute JavaScript.
  7. Set the Content Source as OnClick JavaScript.
  8. Set the $ObjectType to your Master Object by choosing $ObjectType from the Select Field Type picklist and then choosing your Master Object from the Insert Field picklist.

    Note: In this example, the Master Objects from our solution is Opportunity, so the line is set to $ObjectType.Opportunity.

  9. Set the urlFieldName value to the API name of the formula field you created with the Conga Formula Builder. In this example, our formula field API name is Conductor_URL_Simple_Proposal__c.
  10. Edit the Master Object List View under Search Layouts. For example, since we are using the Opportunity as our Master Object, we navigate to Build → Customize → Opportunities → Search Layouts Opportunities List View.
    Note:

    We recommend using Enable Enhanced Lists under Salesforce Setup → Customize → User Interface to best utilize List View buttons.

  11. Click the Add button to move your List View button to Selected Buttons menu. Click Save.
  12. The configuration is complete and your Conga Batch List View button is ready to use.

Example button syntax:

var idArray = {!GETRECORDIDS( $ObjectType.Opportunity )}; var urlFieldName="ComposerFormula_URL__c"; var CongaURL = "https://conductor.congamerge.com" + "?MOID=" + idArray + "&SessionId={!$Api.Session_ID}" + "&ServerUrl={!$Api.Partner_Server_URL_520}"+ "&UrlFieldName="+urlFieldName; window.open( CongaURL, "Conga", "width=700,height=450,menubar=0" );
Administrator Guide
Composer

August 14, 2025