6/22/2023 0 Comments Conga composer![]() When you are using a report as the data source for its operation, Conga Composer evaluates the content of the report and makes certain decision on that content. If reports are not available, there is a possibility that reports are disabled. If you select a Campaign, then it retrieves all leads and contacts associated with campaigns and it makes all the fields on those records available for merging. It has search option forįor searching Account, Contact, Lead, it retrieves available records based on search criteria and makes the fields on those records for merging. Conga Mail Merge supports only Word templates.Ĭonga Mail Merge has several choices for searching Salesforce data. ![]() ![]() You can retrieve data from Salesforce by using the search option, and after retrieving data, it merges the data into word template and produces hundreds & thousands of documents. In the initial steps, you need to Create a Button or Link, gather Data, build Templates, and automate with Parameters. Once you have installed it on your organization, you should do some initial steps to make all features be available based on our business needs. 9+) and is compatible with Sales Cloud, Service Cloud, Communities, Portals, Platform, Salesforce1 & Lightning. It supports Office 2016 (Mac 2016) & its earlier versions, and Adobe Acrobat XI & its earlier versions. Conga is available for Chrome, Firefox, Safari, Microsoft Edge and IE (v. It is available for some Standard and all Custom objects and available for the Salesforce editions, like Professional, Enterprise, Unlimited,, Developer, and Performance. This tool is a single click automated process. Conga composer is an app used for sending a mass email by generating hundreds of letter documents, envelopes at once, and you can likewise create follow-up tasks, update fields on every record.
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