Email Parameters

 

The standard Conga Composer dialog includes the option to generate the desired merge output and attach it directly to an outbound Salesforce email message. This feature can greatly reduce the time required to otherwise generate a merge file, save it to disk, launch an email message and attach the file – a great productivity tool.

Tip! The Email Parameters work with Conga's integration with Sendgrid.

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PARAMETER

DESCRIPTION

EmailToId=[id]

Sets the value of the To field

 

Requires:

A Salesforce Id of a Contact or Lead, or a field that contains the Id of a Contact or Lead.

 

If the Conga Composer Master Object is an Opportunity, the To field is automatically set to the Primary Contact, without the use of this parameter. To override this behavior from an Opportunity, set the parameter to “+”, e.g., “…&EmailToId=+”

 

If the Conga Composer Master Object is a Real-Time Quote, the To field is automatically set to the Contact on the Quote, without the use of this parameter.

 

Example 1:

…&EmailToId={!Contact.Id}

Example 2:

…&EmailToId=00143532453dg3C

EmailRelatedToId=[id]

 

Sets the value of the Related To field

 

Requires:

A Salesforce Id of an Account, Opportunity or other object, or a field that contains this kind of Id.

 

The Related To field causes the sent email to appear in the Activity History related list of the object identified.

 

Example 1:

…&EmailRelatedToId={!Opportunity.Id}

Example 2:

…&EmailRelatedToId=00143532453dg3D

EmailAdditionalTo=[text]

 

Sets the value of the Additional To field

 

Requires:

An email address or a field that contains one or more email addresses.

 

Example 1:

…&EmailAdditionalTo=support@appextremes.com

Example 2:

…&EmailAdditionalTo=support@appextremes.com, support@xyz.com

Example 3:

…&EmailAdditionalTo={!Contact.OtherEmailAddress}

EmailCC=[text]

 

Sets the value of the CC field

 

Requires:

An email address or a field that contains one or more email addresses.

 

Example 1:

…&EmailCC =support@appextremes.com

Example 2:

…&EmailCC={!Contact.OtherEmailAddress}

EmailBCC=[text]

 

Sets the value of the BCC field

 

Requires:

An email address or a field that contains one or more email addresses.

 

Example 1:

…&EmailBCC =support@appextremes.com

Example 2:

…&EmailBCC={!Contact.OtherEmailAddress}

EmailTemplateId=[id]

Loads the subject and body fields from a Salesforce email template.

 

** Note: Attachments stored directly in the email template are not applied unless EmailTemplateAttachments is set to 1 **

 

Requires:

  • A 15-character Salesforce Id of an email template stored in Setup | Communication Templates | Email Templates

  • EmailRelatedToId parameter or EmailToId parameter must be set

 

Example:

…&EmailTemplateId=00143532453dg7A

EmailSubject=[text]

Sets the value of the Subject field

 

If you set this parameter and use EmailTemplateId, this value will override the value of the Email Template’s Subject.

 

Requires:

Any text. Use + to indicate spaces.

 

Example 1:

…&EmailSubject=Thank+You

Example 2:

…&EmailSubject=Account+Brief+for+{!Account.Name}

EmailTemplateAttachments=

[0 or 1]

Indicates to preserve attachments stored with the Email Template

 

  • If set to 0, attachments stored on the Email Template are ignored

  • If set to 1, attachments stored on the Email Template are preserved

 

Requires:

EmailTemplateId parameter must be set

EmailFromId=[id]

Indicates an Organization-Wide Address as the From identity of the email

 

Requires

  • A 15-character Salesforce Id of an Organization-Wide Address as defined in Setup | Email Administration | Organization-Wide Addresses

 

Tip

  • After setting up the Org-Wide Address, edit the record to locate the Salesforce Id. It will begin with “0D2…”

  • Each Org-Wide Address may be restricted by Profile

EmailReplyToId=[id]

Changes the apparent sender of an email by setting the message's ReplyTo and DisplayName properties to those of the specified User

 

Requires

  • A 15-character Salesforce User Id

 

Important

  • This parameter only affects email that is delivered in an unattended manner, e.g., Background Mode (DS7=12), Conga Conductor and Conga Workflow.

EmailUseSignature=[0 or 1]

Indicates whether to include or exclude the sending user's signature from appearing in the email body

 

  • If set to 0, the signature block is excluded

  • If set to 1, the signature block is included (default)

 

Important

  • This parameter only affects email that is delivered in an unattended manner, e.g., Background Mode (DS7=12), Conga Conductor and Conga Workflow.