home

X-Author for Excel

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)Conga CopilotCPQ 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 SearchTest AuthorTurboEnginesX-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 Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral
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)Conga CopilotCPQ 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 SearchTest AuthorTurboEnginesX-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 Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

Show Page Sections

X-Author for Excel

Customizing the App Experience

download

Salesforce Method Action

Warning:

The Salesforce Method action is deprecated and not recommended in new or existing App development. Alternatively, you can use individual or list field-based triggers to stimulate a method call functionality to Salesforce..

Note:

Salesforce Method relates to Salesforce environment only and hence not supported in Microsoft Dynamics and Apttus Omni.

The Salesforce Method action enables you to call Salesforce Apex classes.

To create a Salesforce Method action

  1. Click on the button beneath the Actions button and select Salesforce Method.


  2. Under Action Details, type an Action Name for the call procedure action.
  3. Under Salesforce Method Details, select a Class and type the name of the Method.
  4. If the procedure has a return value, select Has return value and select a Return Type object.
  5. If the procedure has parameters, select Has parameters. The Specify Params section is enabled.
  6. Type a Param name, and select from the following:
    • Static: Type a value.
    • Object: Enables the Object list. Select an object.
    • Field: Enables the Field list. Select an object field.
    • User Input: This displays an input field to the user at runtime and passes that input to the Salesforce Method.
  7. Click Add Param to add more than one parameter.
  8. Click Save.


Salesforce
X-Author for Excel

June 11, 2025