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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Quote Generation

Getting Started with Conga Batch

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Installing Conga Batch

Important:
  • Installing Conga Batch is OPTIONAL. You do not need to install Conga Batch to get started with CQG. Conga Batch is an add-on and must be installed separately.
  • After installation, you must contact your Conga Representative to purchase Service Events in order to run Conga Batch solutions with CQG.
  • Tabs in the Conga Batch managed package count against your Salesforce organization's tab limit. Be mindful of this when installing.

To install Conga Batch:

  1. Click the appropriate link to install Conga Batch in your Salesforce environment:
  2. Enter the Salesforce credentials for the instance in which you want to install Conga Batch and log in to Salesforce.
  3. Select a security level for the Conga Batch application.
    Note:

    Conga recommends selecting Install for All users, as anyone who launches batched merges via Conga Batch requires access to the Conga Batch app components.

  4. Click Install.
    Installation Complete! appears, confirming the Conga Batch package has been installed successfully.
  5. Click Done.
Administrator Guide
User Guide
Salesforce
Quote Generation

December 23, 2024