Conga Product Documentation

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Color Bands

Color and shape are used to depict the pricing bands based on the deal guidance rule that matches the deal or line items on the cart.

Dimension Members

Dimensions that form a part of a Dimension Set. For example, Quantity on the Line Item can be a dimension and can be used to match a specific cart line with the rule entry based on the Quantity associated with the Line Item.

Deal Maximizer

Conga solution that enables a rule-based system to deliver pricing guidance for in-flight deals that meet corporate revenue and margin objectives.

Deal Ratings

Color and shape are used to depict the pricing bands based on the deal guidance rule that matches the deal or line items on the cart.

Dimensions

Dimension is a business object field used to trigger the deal guidance. For example, line item fields can be defined as a dimension and used to identify the matching deal guidance rules and evaluate the deal for the given line item.

Dimension Sets

A set of fields defined as dimensions that are used to configure Deal Guidance rules.

Deal Guidance Rules

Deal Guidance rules are used to identify the appropriate pricing deal for the given line item in or all line items. The rules are evaluated to find the appropriate rule entry that matches with the given cart line item or the deal.

Hexadecimal Codes

Color code that is used to represent the color bands. Only those colors that are available out of the box should be used.

Opportunities

Salesforce Standard object that allows you to create opportunity records.

Product Attributes

Are used to associate certain features to a product. Examples of common attributes are color, size, weight, and more.

Product Configurations

Set of products with other characteristics such as attributes and more.

Proposal Line Items

Represents a proposal line item.

Product Configuration Line Items

Represents a bundled product line item.

Scope

Filters to identify the right deal guidance rules for a given cart line item or the deal.

Quote/Proposals

The Conga custom object used to record information about a specific quote for a specific Opportunity and Account. The tab for the object is presented as Proposals and the record is stored as a Quote/Proposal.