Launching Conga Batch runs your solution (designated by the Conga Batch formula field referenced in your Conga Batch solution) for the records included in your batch.
To launch Conga Batch
Go to the Conga Batches tab.
Click the respective Conga Batch Name hyperlink to open the Conga Batch record.
Click Launch. This Launch button uses Salesforce OAuth (open
authorization session identification) instead of a Salesforce Session ID. If you
cannot use OAuth, edit the Conga Batch page layout to remove this Launch button and
replace it with the other Launch button (also called “Launch”) which uses a Session
ID instead.
For more information, see Conga Batch Launch Buttons.
The Conga Batch dialog box appears, displaying the details of the Conga Batch solution.
Selected
Lists how many master object records are included in the batch
you’re about to run.
API Usage
Informs you of how many API requests have been used in your
Salesforce instance. Think of this as a for your information or
heads up – Conga Batch informs you of this because the nature of
running a batch of records with Conga Batch will consume more
API requests than running one record at a time (as is the case
with).
Output Mode
Describe how the files generated from the batch process will be
delivered. The output mode is determined by the QMode
parameter.
Consolidated
If the merged output files are configured to be output as PDF
and the Output Mode is set to download the output files, you can
enable this checkbox to consolidate the merged output PDF files
into one single PDF file (otherwise, the merged output files are
in a .zip file when the Output Mode is download).
Conga Batch Status
Displays the progress of the batch (after the Start button is
clicked).
Start
Begins the Conga Batch batch process.
Close
Closes the Conga Batch dialog box.
Tools & Settings
This drop-down allows you to navigate to Conga Batch Setup or
will provide a Debug URL (only necessary when
troubleshooting).
Click Start.If you have configured Conga Batch to download your files, click Download File to download your .zip or PDF file. The PDF is generated if you have enabled the Consolidate option before starting the batch; otherwise a .zip file results.
Other output mode configurations send email or eSignature or attach the merged output files.
A few more details about launching Conga Batch:
Depending on the number of requests already queued for processing, it may take several minutes after clicking the Start button before processing begins on your requests.
If errors occur, you are redirected to the Conga Batch Dashboard to view details of the errors.
If you are planning to download the merged output files and they’re all PDFs, you may consolidate each individual PDF into one single PDF file by enabling the checkbox value for the field, Consolidated PDF Output File, on the Conga Batch record (requires version 8.13 or above).
