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  • 1. Index of Conga Composer Parameters (Release 8) Featured Content
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    Parameter Categories Activity Logging Parameters Background Mode Parameters EchoSign Parameters PDF/Adobe Parameters Advanced Data Control Parameters Chatter Parameters Email Parameters PowerPoint Parameters Advanced Data Formatting Parameters Conga Email Template Parameters Excel Parameters Sertifi Parameters Advanced Data Gathering Parameters Content Parameters Google Drive Parameters Template Selection Parameters Advanced Template Selection Parameters DocuSign Parameters Output Parameters Wor  More...
  • 2. Conga Composer QuickStart Library (Release 8) Featured Content
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    QuickStarts are short videos that will teach you the basics of Conga Composer. The below description tells you what you'll learn in that QuickStart while the sample template provides a download of the template file used in that QuickStart. Video Description Sample Template QuickStart 1: Creating Your First Conga Composer Solution This QuickStart shows you how to gather data from Salesforce.com and merge it into custom documents by creating a Conga Composer button, building a template, gene  More...
  • 3. Conga Advisory: Security Changes in the Winter '14 Edition of Salesforce Featured Content
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    The Report folder sharing option is no longer available in the Salesforce.com Winter '14 release. This change affects Conga Mail Merge and Conga Courier reports created after this release because it will not be possible to share the Conga Reports folder that makes reports visible to Mail Merge and Courier. ​The following work-around affects customers whose instances of Salesforce are created with SFDC Winter '14. (Prior to that, they can still disable Report Folder Sharing, and so  More...
  • 4. Conga Starter Template Library (Release 8) Featured Content
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    ​This starter template library is a collection of sample templates that offers examples of the types of documents you can create with Conga Composer. You can use these sample templates as-is or modify them to meet your specific needs. Most of these templates will work out of the box with a standard Salesforce instance. However, some templates require special setup before they will work. These templates will have Usage Notes. NOTE : The Word templates use text-based merge fields and are only  More...
  • 5. Common Conga Error Messages Featured Content
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    This is a list of the most common error message seen using Conga tools. Each link will take you directly to the associated article that contains an explanation of typical causes and suggested corrections. Error Message 0128 A problem occurred in communicating with Salesforce 404 Page Cannot Be Found 404 File or directory not found A problem occurred in the merge process. Please try once more before contacting Support. (Error: 0122) Access not authorized A problem occurred in the rendering proc  More...
  • 6. Conga Webinar Archive (Release 7) Featured Content
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    Here you'll find an archive of our recorded webinars, along with their associated Q A. Watch the recorded webinar or read the Q A by clicking on the associated hyperlink. Getting Started Description Getting Started with Conga Composer (30 mins.) Conga Composer is the leading application for creating and delivering sophisticated documents, presentations and reports using Salesforce data. In this webinar, we'll introduce you to the basics needed to get started on your first Composer soluti  More...
  • 7. Conga Webinar Archive (Release 8) Featured Content
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    Here you'll find an archive of our recorded webinars, along with their associated Questions Answers. Watch the recorded webinar and read the Q A by clicking on the associated hyperlink. G  etting Started Webinars Description Getting Started with Conga Composer Release 8 (30 mins) Conga Composer is the leading application for creating and delivering sophisticated documents, presentations and reports using Salesforce data. In this webinar, we'll introduce you to the basics you will need  More...
  • 8. Conga Partner Webinar Archive Featured Content
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    Here you'll find an archive of our Conga Partner recorded webinars. Watch the recorded by clicking on the associated hyperlink. Conga Partner Webinars Description Conga Partner Webinar: Everyone Wins with Conga (30 mins) In this webinar we will cover how Conga Composer adds value to your clients’ Salesforce investments. We will discuss the benefits to partners and consultancy, benefits to clients and how to navigate the discussions surrounding change and resources implementing Conga C  More...
  • 9. Know your Conga Limits (Release 8) Featured Content
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    It's hard to believe but even Conga has its limits. This table lists known limitations associated with the Conga Suite of products: Maximum Limits Per Solution Queries per Composer Solution 50 Reports per Composer Solution 50 Lines of Data in a Report or Query 2,500 Rows of data from a Query Variable (QVar) 50 Rows of data from an Aggregated (SUM, COUNT, etc) Query 1,000 Columns per Worksheet in View Data workbook 256 Rows per Composer solution (all Reports and Queries combined) 25,000  More...
  • 10. Know your Conga Limits (Release 7) Featured Content
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    It's hard to believe but even Conga has its limits. This table lists known limitations associated with the Conga Suite: Maximum Limits Per Solution Queries 50 Reports 50 Lines of Data in a Report 1,500 rows or 5Mb/merge QVar 50 rows of data Columns per Tab in View Data workbook 256 Dataset 25,000 total rows Template Size 5 Mb Number of Templates per Operation 10 Maximum Limits Per Solution Output File Size 40 Mb Reports 5k Template Size 5 Mb Maximum Limits Per Solution Aggreg  More...
  • 11. Conga PDF Output File Parameters
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    PDF (Output File) Parameters If the output file from the merge operation is a PDF, the following parameters affect the file generated by Conga Composer. PARAMETER DESCRIPTION APDF=[0 or 1] Individual PDFs will not be assembled If set to 0, individual PDFs will not be assembled, but rather left as individual PDFs If set to 1, individual PDFs will be assembled into one consolidated PDF file (default) Requires: Multiple Template IDs specified (e.g. TemplateId=a01268Hc74Vb9Mh,a0149mJh85ht78Cxj  More...
  • 12. Conga Composer Documentation (Release 8)
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    ​Product Guides Installation and Administration Configuration ​Storing Merge Templates ​ Troubleshooting Conga Query Manager Configuration Guide Template Guides ​ Excel HTML Email PDF PowerPoint 2007 and later (PPTX) Word Release Notes Release Notes - Release 8 (May 2014) Test Guide ​
  • 13. Index of Conga Composer Parameters (Release 7)
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    Parameter Categories Output Parameters Word Parameters PowerPoint Parameters Excel Parameters Adobe/PDF Parameters Email Parameters DocuSign Parameters EchoSign Parameters Sertifi Parameters Chatter Parameters Content Parameters Activity Logging Parameters Background Mode Parameters Advanced Data Gathering Parameters Template Selection Parameters Advanced Data Control Parameters Advanced Data Formatting Parameters Advanced Template Selection Parameters Full Index of Parameters APF DocuSign  More...
  • 14. Profile Permissions needed to use Conga Composer and Conga Composer Add-Ons (Release 7)
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    This article reviews the levels of access and permissions required for a Conga Composer user to successfully run solutions. The beginning of this article shows the Standard View of the Salesforce Profile while the latter half of this article shows the Enhanced View of the Salesforce Profile . Profile Permissions - Standard View Go to Setup > Administrative Setup > Manage Users > Profiles > Select the Profile you wish to change > Edit Starting from the top of the page, change   More...
  • 15. General Output File Parameters for Conga Composer
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    General Output File Parameters The following parameters affect the output file generated by Conga Composer. PARAMETER DESCRIPTION AttachmentParentId=[id] Specifies the record in Salesforce to which the output file is attached, when requested. In the absence of this parameter, the default attachment parent record is the Master Object. Also works with Conga Conductor (QMode=2) to control the behavior of the merge operation’s primary output. Requires: A Salesforce Id of a object to which  More...
  • 16. Testing and Troubleshooting Conga Conductor and Conga Workflow via Hyperlink Fields (Release 7)
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    Summary Conga Conductor and Workflow solutions can be impacted by multiple factors that are difficult or impossible to troubleshoot by launching Conductor or triggering Workflow. The technique described below is the best way to effectively test the URL formula field – via the standard Conga Composer user interface - offering access to the View Data facility, template visibility, license status and other useful insights. Typically, this approach will allow the identification of problem  More...
  • 17. Conga Activity Logging Parameters (Release 8)
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    Conga parameters are dynamic and static text that can be added to your Conga button. The parameters help you further automate and control the behavior of your Conga Composer solution. The Conga activity logging parameters are designed to help you log and track activities in Salesforce. Start by adding the parameters to your Conga Composer button. ​Add the activity logging parameters to a new or existing Conga Composer button. The screen show below illustrates how to implement some of the more  More...
  • 18. Email Parameters for Conga Composer
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    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. PARAMETER DESCRIPTION EmailToId=[id] Sets the value of the To field  More...
  • 19. Conga Conductor Error Message: "Problem: Please contact us at +1 (303-465-1616 for subscription details" (Release 7)
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    Conga Conductor is an add-on for Conga Composer, so it requires an active Conga Composer trial or subscription. When the Conga Conductor trial or subscription is active but the Conga Composer trial or subscription has expired, the following message will be displayed: Problem: Please contact us at +1 (303-465-1616 for subscription details Please contact our support team and explain the error message you're receiving and ask for details on your Conga Composer trial or subscription. This err  More...
  • 20. How to Use a Word "If" field to insert text appropriate to the result of the comparison for Conga (Word) (Release 7)
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    “If” Fields Using a Word “If” field, you can compare two values and then insert text appropriate to the result of the comparison. For example, this is particularly useful with Salesforce Checkbox fields, that, when referenced in a merge field, result in a “0” or “1”. With an “If” field, you can alter the output to use the words “Yes” and “No”, or whatever variation you prefer. Another very common example is   More...
  • 21. How to Launch Conga Conductor from a List View (Release 7)
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    You can launch Conga Conductor from a List View Button. Read below to learn how to do this. The benefits of using a List View button include: • You can easily select which records you want to use as the master object for each merge operation • You can select up to 50 records in a batch • You can also use a Related List Button on an object’s page layout If you choose to use a List View button, everyone who has access to List Views for that object will have access to the but  More...
  • 22. Conga Background Mode Parameters (DS7) (Release 7)
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    Background Mode Parameters Background Mode parameters let you bypass the classic Conga Composer dialog box. In the following table, the various background mode (DS7) parameter values are summarized by the type of behavior desired. Once you’ve located the desired behavior, please glance at the details for that mode to determine whether other prerequisites must be met. General Behavior DS7 Value Attach the output file to Salesforce 1 -- Master Object 5 -- Master Object, No Refresh 6 -  More...
  • 23. How to Create a Conga Composer Custom Button or Link (Release 8)
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    To launch a Conga Composer solution, you’ll need either a custom button or a custom link. The only difference between the two is their location on a page layout. Anatomy of a Conga Composer Button/Link URL All Conga Composer URLs start the same way. The first three lines are identical in every Composer URL, and the fourth line is customized to identify the master object from which you’ll be gathering data and running the solution. https://composer.congamerge.com ?SessionId={!API.Sess  More...
  • 24. Conga Composer QuickStart 1 - Creating Your First Conga Composer Solution (Release 8)
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    Conga Composer enables salesforce.com customers to customize, streamline and scale their document generation and reporting for unlimited use cases across all organizations and industries. With Conga Composer, users can create and distribute sophisticated documents in Word, PowerPoint, Excel, HTML email, PDF forms, Google Docs, Google Sheets and Google Slides using data from any Salesforce object. This QuickStart guide will show the basics of how to use Conga Composer ® – in 10 minutes  More...
  • 25. How to Use Word IF Statements with Conga (Release 7)
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    Word IF Statements Word IF statements provide a means of determining how or what to display based on an evaluation of a merged field value. Basics The basic syntax for a Word IF statement can be expressed as follows: IF “condition” then “Statement” else “Statement” OR, IF A = B C D If the value in the first pair of quotes ( A ) is equal to that in the second pair ( B ), the value in the third pair ( C ) is displayed, otherwise the value of the four  More...