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User Group - Conga Composer 2.25.11

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This presentation discusses the basics of Conga Composer, an app which allows users to create sophisticated documents from data in Salesforce.

This presentation discusses the basics of Conga Composer, an app which allows users to create sophisticated documents from data in Salesforce.

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Transcript

  • 1. Conga Composer
    • What is Conga?
    • How can you use Conga?
    • Cascade AIDS Project Case Study
    Portland Nonprofit User Group Meeting 2.25.2011
  • 2. What is Conga Composer? Conga Composer allows users to create sophisticated documents and reports from data stored in Salesforce. Conga also allows users to distribute documents in a variety of ways, including email and print mail. Conga allows automation, for batch document creation and scheduling. Conga notes that it aids in creation of proposals, quotes, reports and compliance documents. While these, like many things in the Salesforce universe, are tailored for private sector companies, there are countless ways for Conga to be of use to a nonprofit, including Thank You letters, contribution statements, and reports from multiple objects.
  • 3. Conga Composer Quick Facts
    • Pricing : Regular: $12/user/month (min. 5 users) = $720/year minimum
    • NPO: $8/user/month (min. 3 users) = $288/year minimum
    • Conga is one of the highest rated apps on the AppExchange.
    • Conga exports Salesforce data into Microsoft Word, Excel, Power Point and PDF.
    • Conga consistently has extremely well rated support for all solutions.
    • Conga works from custom and standard objects.
    • Conga offers a 30 day free trial, which includes support.
  • 4. What’s included in Conga Composer?
    • PointMerge – Lets you put a button on a standard or custom object page
    • layout, allowing you to create documents from that button.
    • Conga Mail Merge - Is the easiest way to create documents, mailing labels, and envelopes for direct mail from Salesforce.
    • MassMerge – Lets you create batches of documents.
    • Conga Template Manager – Custom object, installable from Conga, that stores merge templates. Works with profile security, updates up to three fields in SF following a merge.
  • 5. Other AppExtremes Products
    • Conga Ensemble - Lets any user dynamically generate and tailor contact response documents or emails.
    • Conga Courier - Lets any user schedule Salesforce reports to be automatically emailed to anyone.
  • 6. Quick Info on Word Templates A Word Template is a Microsoft Word file that contains one or more merge fields. A Merge Field is a placeholder you insert into the main document, with the intention that the merge action will replace it with a data value. View Data is a link on the Conga dialog boxes that converts your data set to an Excel sheet for use in making templates. It helps you locate Salesforce field names for mapping. Conga has extensive help files: Word Templates: http://home.appextremes.com/Documentation/CongaComposer/WordTemplates.pdf

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