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Conga Product Documentation

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X-Author for Excel

Customizing the App Experience

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