4. Today’s Agenda
• Introduction
• Document Generation
• Conga composer setup
• Download the parent and child records as PDF
• Download the reports as PDF
• Sending email to users
• Demo
• Questions & Answers
5. Introduction
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Conga Composer:
• Conga Composer deliver sophisticated documents, reports and
presentations from salesforce automatically populating templates with
data from standard or custom objects.
• It is a 3rd party product available in the salesforce AppExchange
• It is one of the mostly used document generation tool. We can
download the document with a single click of the button.
6. Document Generation
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• For Document Generation conga uses the data from salesforce
fields either from standard or custom objects and it can be
placed as button in any page layout section.
• It can be used in several use cases like generating letters,
quotes, invoices, contracts etc.,.
• In traditional way we use Visualforce page ,render as PDF for
document generation but using the conga composer we can
minimize the developing time.
7. Supported Formats
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• Using conga composer, we can download the documents in the below
supported formats.
PDF Excel
Word PowerPoint
• These options are available in the template builder in which we can
choose our desired format.
8. Advantages
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Error free documents - simple clicks
Collect Data from any standard or custom objects
Automate to eliminate manual tasks
Increase accuracy and consistency
Flexibility to fit any situation
9. Conga Composer objects
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Below are the frequently used conga composer objects
Conga Solutions –It is a one-stop shop for creating new Conga
Composer solutions which allow administrators to easily add reports,
queries, parameters, and templates all within one tab.
Conga Templates – Used to upload our customized templates for
usage. It can be created by using the Template Builder or directly in
the source application.
Conga queries – It contains the SOQL Statement to the required
fields which we are going to use in our templates
Conga Email templates – This template is used while sending the
mail from conga composer
11. Limitations
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Conga Composer® 8 Business Edition Enterprise Edition
Reports per Composer solution (tabular
and summary reports only)
50 100
Rows per Report 5,000 5,000
Rows per Composer solution (all
report(s) and query(ies) combined)
25,000 50,000
Queries per Composer solution 50 100
Rows per Query 5,000 25,000
Template size 10 MB 10 MB
Number of template(s) per operation 20 40
Number of attachment(s) per operation 150 150
Aggregate template size (when
specifying multiple templates to use in
the merge process)
18 MB 18 MB
Aggregate output size 50 MB 250 MB
Columns per worksheet in View Data
workbook
256 256
Querystring variable 6 6
12. Some points
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• Like salesforce, conga composer also having release notes.
• https://documentation.conga.com/crn/release-notes-122650814.html
• Supported Salesforce editions are Professional, Enterprise, Unlimited,
Force.com, Developer, Performance
• Supported browser for better performance are Chrome, Firefox, Safari,
Microsoft Edge, and IE (v. 11+)
• Conga Batch: Create and send documents as a batch on a custom
schedule
• Conga Trigger: Create documents with no clicks using customizable
triggers
https://documentation.conga.com/composer/latest/conga-batch-169280414.html
https://share.vidyard.com/watch/Wd8h8uiyW13g9f78AuPyZw
14. Quiz time
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1. Conga Composer is mainly used for?
2. What are all the supported formats in Conga
Composer?
3. Can we use conga query for custom objects?
15. Conga Composer Setup
• Open the conga composer app and navigate to Conga Solutions object
• Enter the name for the solution and choose the source object
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20. Quiz time
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1.What is the purpose of the following parameters?
I)OFN
II)QVar
2. Where can we find the template builder in the conga composer UI?
3. Can we able to delete the solution record after creating the button?
4. I have created the conga query record for Attachment and added the parameters to the
template, but I can't find the attachment in the final output. What would I have missed?
21. Download Reports as PDF
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Limitations/Points to Remember
The report should be in Tabular format.
It can be saved in any public folder.
Recommendation is to save in Conga Composer Reports folder.
Conga will retrieve a report that contains a maximum of 2,500 rows
The Report should contain less than 5 MB of total data.
The alias name becomes the dataset name in Template Builder. If an
alias is not used it will be in the name of Report Data.
23. Sending email to users
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Conga Email Template
The Access Level email deliverability setting for your
Salesforce org must be set to All Email to send emails from conga.
25. Quiz time
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1. Which parameter helps to download the
report in the PDF format ?
2. When does the reports alias name comes into
action ?
3. what is the conga recommended folder to
save the reports ?
