Perform the following steps to create a conga batch record to run the batch solution:

  1. Click the Conga Batches tab.
  2. Click New.
  3. Give your Conga Batch record a Title and optionally a Description. We find it helpful to include the type of delivery method (e.g. download, email, etc.), the template, and the Master Object in the Title or Description such as, “Download Quotation”.
  4. Add the Conga Batch formula field's API name (for example, Batch_formula_field__c) to the URL Field Name field. For more information, see Convert a CQG Button into a Formula Field.

    If the Conga Batch formula field is not yet created, add placeholder text in the URL Field Name field in the interim to create the Conga Batch record. Replace the placeholder text later when the Conga Batch formula field is created.

  5. Enter the Salesforce ID from a report or query into the corresponding field (Report Id or Query Id). Most of the time, you will use Report Id or Query Id as the Master Object Source. However, instead of running a full batch using a report or query, you may run a single record using Record Id to test the Conga Batch solution. Otherwise, Record Id is only used in rare situations with specific requirements. Do not confuse the report or query you select in the Master Object Source with those that you may have referenced in your solution; the Conga Batch report or query is simply used to determine which records in Salesforce you wish to include in the batch operation while reports and queries are used to gather detail data that are referenced on the template.
  6. Click Save.