This Tutorial wll teach you about Conga Composer usage and develop word template invoice. It will also teach you how to create conga template and conga query.
Thanks for this video. Beats reading through reams of documents anytime. Its a shame the SOQL guide on Conga's site is over 7 years old, as useless as their documentation
Brilliant video. Just to let you know why it took you to classic when you first tried to go through the Conga Solution New (Guided) wizard was because you had, in another tab, previously selected classic. Although you closed that tab and went back to the original one where you were still in Lightning, the system retains the last selection made. The same applied the second time, when you went through the wizard - you had by this time, selected Lightning, so it worked as expected - in lightning. Again - top video. Thanks
Excelent getting started video Missing button on the Accout page It was not added to the "Salesforce Mobile and Lightning Experience Actions" section on the classic page layout. You can also ad the button using dynamic actions on the flexipage.
Thank you, this was so helpful! I do have a quick question; when I try the Customize with Parameters step, nothing loads initially on the "Composer Parameter List". and then still nothing loads when I tried to type in the DS7. Do you happen to know why?
I shall when i get some time. Once i am done with Platform app builder certification series. I shall be making one for Conga sign and contract. Than you for suggesting.
Love this video, it explains a lot. Appreciate that you are using a parent/child relationship for the query. Can the button be added to a Lightning page?
Hey there thanks. Have a look at this documentation documentation.conga.com/composer/spring-21/add-a-conga-composer-button-to-a-page-layout-manually-in-lightning-143198510.html
@Inspirate Solution How to get merge fields from Related lists or different Objects? For Example, I have Object A, on which I am trying to create a template, but there are certain fields on the template which are part of related lists or different objects. How do I get merge fields from related objects? Amazing video created my first template using CONGA. Thank You!
Hi sir. Can you guide me,as Opportunity detailed Dataset is not populating in CPQ Quote template builder though it is having a lookup relationship with Opportunity? i need opportunity dateset to be populated. can you please advise?
Thank you for this video, Can you please confirm if we could add Template folder for different type of Conga templates for Example A different set for Contract template, Quote Templates etc
Hi, Are you referring to multiple templates for same object . I haven't tried that to be honest. But if thats what you after then I presume you might have to create new conga solution for same object which serve different purpose and link to different template.
Hi sir, can we copy paste the words from one Document to another? is there any particular methodology to do that? im getting a error -Error! Missing test condition. . Please can you suggest anything?
Hi Vik, Thanks for the amazing video!! I have a requirement where in I have to group(by region) and sub group(by location) the quote line items. is this possible in conga? Thanks
deleting manage package will delete things related to package which is installed by package. Have a look at trailblazers.salesforce.com/answers?id=9063A000000eHHkQAM
@@pavankumarv6849 You can always refer to conga help doc they are pretty good for starting point. documentation.conga.com/cpq/winter-20/conga-contact-support-143197503.html
Thank you for this video. After adding a new query, the update button isn't updating. I was getting same message every time I click on update button. Below is the message. Please help. Conga_Composer_Merge_Quote (Current Button URL) does not match the Button URL in Progress field. Clicking "Update Button" will overwrite the Current Button URL. An archive of the Current Button URL will be created in the Button Archive.
I presume your query is correct and you have tested it? Have a look at this documentation.conga.com/composer/spring-21/solution-manager-button-urls-143198526.html
Thanks for this video. Beats reading through reams of documents anytime. Its a shame the SOQL guide on Conga's site is over 7 years old, as useless as their documentation
Need to just say thank you, now i am 50 eprcrnt confident about conga, will try and let you know
This video helped me a lot with the implementation of Conga. Thanks a lot for this!
This is really helpful, thanks for this video
Thanks! This video is very useful and educational!
Brilliant video. Just to let you know why it took you to classic when you first tried to go through the Conga Solution New (Guided) wizard was because you had, in another tab, previously selected classic. Although you closed that tab and went back to the original one where you were still in Lightning, the system retains the last selection made. The same applied the second time, when you went through the wizard - you had by this time, selected Lightning, so it worked as expected - in lightning.
Again - top video. Thanks
Excelent getting started video
Missing button on the Accout page
It was not added to the "Salesforce Mobile and Lightning Experience Actions" section on the classic page layout.
You can also ad the button using dynamic actions on the flexipage.
Thank you for your very interesting video. How to retrieve the label value from the API value in the word or email model from a picklist ?
Thank you, this was so helpful!
I do have a quick question; when I try the Customize with Parameters step, nothing loads initially on the "Composer Parameter List". and then still nothing loads when I tried to type in the DS7. Do you happen to know why?
Great Going! Please Create Video For Conga Sign & Conga Contract
I shall when i get some time. Once i am done with Platform app builder certification series. I shall be making one for Conga sign and contract. Than you for suggesting.
Hey, How can be updated related record from Conga Composer?
Love this video, it explains a lot. Appreciate that you are using a parent/child relationship for the query. Can the button be added to a Lightning page?
Hey there thanks. Have a look at this documentation documentation.conga.com/composer/spring-21/add-a-conga-composer-button-to-a-page-layout-manually-in-lightning-143198510.html
@Inspirate Solution How to get merge fields from Related lists or different Objects?
For Example, I have Object A, on which I am trying to create a template, but there are certain fields on the template which are part of related lists or different objects. How do I get merge fields from related objects?
Amazing video created my first template using CONGA. Thank You!
Have a look at this documentation this might help documentation.conga.com/composer/may-22/nested-soql-queries-143901344.html
Hi sir. Can you guide me,as Opportunity detailed Dataset is not populating in CPQ Quote template builder though it is having a lookup relationship with Opportunity? i need opportunity dateset to be populated. can you please advise?
Thank you for this video, Can you please confirm if we could add Template folder for different type of Conga templates for Example A different set for Contract template, Quote Templates etc
Hi, Are you referring to multiple templates for same object . I haven't tried that to be honest. But if thats what you after then I presume you might have to create new conga solution for same object which serve different purpose and link to different template.
Hi sir, can we copy paste the words from one Document to another? is there any particular methodology to do that? im getting a error -Error! Missing test condition. . Please can you suggest anything?
Hi Vik,
Thanks for the amazing video!! I have a requirement where in I have to group(by region) and sub group(by location) the quote line items. is this possible in conga?
Thanks
That is something you need to try that using Soql. Once you have built the query you can use it under conga query and use it in your dataset
Do u have any other videos related conga template creation , if you have please share me the link Please
Suppose i uninstall conga from my ORG so Wich kind of corresponding data will be deleted please let me know @vik Vasudev
deleting manage package will delete things related to package which is installed by package. Have a look at trailblazers.salesforce.com/answers?id=9063A000000eHHkQAM
Hi could you please make more videos on congo composer, some tricks or hints and other approaches?? Thank you.
Hey there, I am considering doing a new video in early 2022. So stay tuned and thanks for watching.
@@vikasv007 Okay thank you, Now i have been assigned with congo tasks then i need to look for resources then :(
@@pavankumarv6849 You can always refer to conga help doc they are pretty good for starting point. documentation.conga.com/cpq/winter-20/conga-contact-support-143197503.html
Thank you for this video. After adding a new query, the update button isn't updating. I was getting same message every time I click on update button. Below is the message. Please help.
Conga_Composer_Merge_Quote (Current Button URL) does not match the Button URL in Progress field.
Clicking "Update Button" will overwrite the Current Button URL. An archive of the Current Button URL will be created in the Button Archive.
I presume your query is correct and you have tested it? Have a look at this documentation.conga.com/composer/spring-21/solution-manager-button-urls-143198526.html
@@vikasv007 Thanks for your reply. It worked after few trys.
How to refer a cell which is in non-printing area?
if you are using excel then use as formula. have a look at this documentation.conga.com/composer/spring-21/excel-faqs-143198761.html
Need an excel loop kind ?
How to do loop ?
Thank you for your very interesting video. How to retrieve the label value from the API value in the word or email model from a picklist ?