Complete Conga Composer Tutorial in 9 Mins
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- เผยแพร่เมื่อ 11 ก.ค. 2024
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In this video, we discuss how to configure the Conga Composer (Conga Merge) package to generate professional documents in Salesforce. We cover how to install the Conga Composer package, to how to use word and excel documents as templates in Conga Composer. This is a complete tutorial on how to take an existing quote in Salesforce, merge the data inside a word document, and send an email to a client with a pdf of a quote.
Additionally, we cover advanced conga topics like Conga Queries, Conga Email Templates, and parameters. We show how to use the documentation to customize Conga Solutions. There is also a library of existing starter templates to use with your Conga solution.
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Chapters:
0:00 Intro
0:38 Install & Configure
1:31 Creating A Conga Solution
2:17 Building a quoting template
5:31 How to use Conga Queries
7:02 Adding parameters to a Conga Solution - วิทยาศาสตร์และเทคโนโลยี
Check out the following resources:
- Starter Templates: documentation.conga.com/composer/latest/salesforce/conga-template-library-for-composer-release-8-235409609.html
- Composer Documentation: documentation.conga.com/composer/latest/salesforce/conga-composer-193694433.html
Awesome content! As a salesforce dev I enjoy this short videos a lot. Great job! 👏
More to come!
Great content....can you please let us know how can we deploy this changes to higher orgs like UAT sandbox or production using package.xml
Unfortunately this is not possible with package.xml / sf cli. This is because the template data / config data (queries, templates, solutions) are all stored as Salesforce records. You can use the SFDMU tool to push records: github.com/forcedotcom/SFDX-Data-Move-Utility
I am working on a tutorial that will discuss how to push conga and cpq records using this, but the scripts need more work before they are ready for a YT video.