How do I use the conga email template in Salesforce?
Create a Conga Email Template
- Click the Conga Email Templates tab.
- Click New to create a record.
- Enter a description and basic information about the new template and save the record.
- Click Advanced Editor to create the body of the template.
- Copy and paste merge fields from the Template Builder into the Advanced Editor.
What is the maximum template size for composer?
Composer Enterprise Edition allows you to merge up to 40 Conga Templates at once; however, this limit can be increased to 100 templates on request. Contact your Conga Representative to increase the limit. The maximum size for Composer-generated output files is 250 MB.
What are conga email templates?
Conga Composer can merge Salesforce data into an HTML email document. With Conga Email, you create a template record in the new custom object included when you install Conga from the AppExchange.
What is Conga in Salesforce?
Conga Composer enables Salesforce customers to customize, streamline, and scale document generation and reporting for Salesforce. Composer can automatically populate multiple types of templates with data from any standard or custom object in Salesforce and send it via various delivery options.
What is conga batch?
Conga Batch® is an optional, paid add-on that launches on-demand or scheduled solutions in batches. Conga Batch saves you time, effort, and money when you need to run the same solution for many records at once or on a recurring interval.
How do I update my conga template in Salesforce?
Update the Conga Template Record
- Navigate to the template record for the template you just updated. A quick way to do this is from the Composer user interface.
- Click Attach File.
- Click Choose File. Locate the updated template you saved locally.
- Click Attach File.
- Click Done and close the window.
How do I edit a conga template in Salesforce?
Click the Gear Icon in the Navigation Toolbar, and click the Creation Templates link. In the Creation Template Browse screen, locate the template you want to edit. Click on the template record to display its Creation Template Edit screen, and edit the template: Rename the template or change its description.
How do you make a conga template?
To create a Conga Template:
- Select the “Conga Composer” application from the application picker in the top right corner.
- Click on the “Conga Templates” tab.
- Click New.
- Provide the following information for your template: Name – a short descriptor for the template. Template Type – document.
How much does conga batch cost?
Starting at $20 USD per user per month. Packaged option for up to 10 users. Generate, track, and manage on-brand documents with ease. Conga Composer automates tedious business processes and provides actionable insights, so that you can focus on driving revenue.
Is Conga owned by Salesforce?
Thoma Bravo’s Apttus to rebrand as Conga after $715M acquisition of Salesforce-backed business. San Mateo-based Apttus is buying Colorado-based Conga and adopting its brand name.
Is Conga batch free?
Conga QuickMerge is an optional, free add-on to that helps automate and Conga Mail Merge solutions by expanding the scope of how they can be launched. Conga Batch is an optional, paid add-on to that launches on-demand or scheduled solutions in batches.
Where are conga templates stored in Salesforce?
This tool is located in the Tools & Settings drop-down menu in the upper-right corner of the Conga Composer page. The Template Builder exposes the data retrieved by Conga Composer from the Master Object and from any Salesforce Reports or Conga Queries referenced in the Conga Composer URL.
How do I upload a conga template in Salesforce?
To add a template
- Navigate to the Conga Templates Salesforce tab.
- Click New.
- Give your template record a descriptive name.
- (Optional) Add a description to your template as necessary.
- (Optional) In the Template Group field, type a template group name (if using the TemplateGroup parameter in your Composer solution).
How does conga integrate with Salesforce?
Conga Composer can be seen in your Salesforce account.. Go to Conga Solution and select “New” from the drop-down menu. Use Master Object where you want to use the Conga solution and give it a name. Produce a button by clicking the Create a Button option, which will create a new button that may be used in page layout.
Is Conga part of Salesforce?
Conga and Salesforce FAQs
Conga was born on the Salesforce AppExchange in 2006 and Salesforce Ventures is a Conga investor.
How does Conga integrate with Salesforce?
Did Conga acquired Apttus?
Thoma Bravo’s Apttus to rebrand as Conga after $715M acquisition of Salesforce-backed business. San Mateo-based Apttus is buying Colorado-based Conga and adopting its brand name. Salesforce Ventures was an early investor in Conga, which was founded in 2006.
Are conga triggers free?
Conga Trigger is an add-on to an active subscription and is purchased separately. The service must be activated by Conga before use. Please contact support to subscribe or start a free trial. A working solution is required to use Conga Trigger.
How much does Conga batch cost?