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Conga composer
- 1. Salesforce Admin Group,Trichy Let's get to know about Conga
- 2. Kadhar Basha J SalesforceAdmin Group, Trichy Trailblazer Community Group Leader Sundaravel J Salesforce Admin Group, Trichy Trailblazer Community Group Co-Leader MST Solutions Salesforce Admin Group, Trichy
- 3. Salesforce Admin Group,Trichy Speakers Santhoshni A S Subhashree R Vaishnavi A
- 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 Logo Conga Composer: • CongaComposer 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 Logo • ForDocument 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 Logo • Usingconga 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 Logo Error freedocuments - 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 Logo Beloware 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
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- 11. Limitations Logo Conga Composer® 8Business 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 Logo • Likesalesforce, 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
- 13. Launch DEMO Installing conga composerapplication
- 14. Quiz time Logo 1. CongaComposer 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 Logo
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- 17. Conga Query Logo Create aconga query record based on the related object
- 18. Conga Template Logo Create atemplate record on Conga Template object
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- 20. Quiz time Logo 1.What isthe 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 asPDF Logo 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.
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- 23. Sending email tousers Logo Conga Email Template The Access Level email deliverability setting for your Salesforce org must be set to All Email to send emails from conga.
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- 25. Quiz time Logo 1. Whichparameter 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 ?
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