Conga Product Documentation

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Mail Merge in Salesforce Lightning

Warning:

Conga Mail Merge is not compatible in Salesforce Lightning.

When attempting use Mail Merge in Lightning, Mail Merge cannot retrieve reports or templates designated in a solution.

Users typically encounter the following error message when attempting to generate a document with Mail Merge in Lightning: An error occurred reading the template. (Error 0754) The document appears to be corrupted and cannot be loaded.



Important:

Ensure that you use Mail Merge in Salesforce Classic to avoid the aforementioned error.