I recently finished a project involving Conga Composer, which is a tool that was new to me. I dived into it and learned that it can be a very useful tool for automating the regular creation of documents from structured information within Salesforce.For example: marketing people running reports on Campaign successes; or [as in my case here] sales people who need to build sales quotations, renewal letters and contracts pulling information from the Account, Contact, Opportunity and Product objects, etc.
Conga Composer is a tool that enables Salesforce customers to easily create and deliver documents from within Salesforce by populating templates with data from any standard or custom object in Salesforce. If you’re finding yourself manually building the same documents on a regular basis – grabbing/adding information from Salesforce fields and copying that information in your documents … then you should definitely take a look at Conga.
How do I set Conga up in my Salesforce instance?
You can set-up Conga in your Salesforce instance by going to Conga Composer in the Salesforce App Exchange. There you’ll find a product overview, a detailed description of Conga Composer, reviews from people who have been working with Conga and some additional information about the company.
Even if you’re not sure whether Conga is the right product for you, you can visit the App Exchange and start the 30-day free trial Conga offers to find out. Just click the green ‘Get It Now’ button and log into your Salesforce instance to start installing.
Three blogs on how to get going with Conga
So you’ve just installed Conga in your Salesforce instance – what is the next step? Getting Conga to populate your documents the way you want them does take some time and effort, but once it’s set-up it will save you a whole lot more time. To help you out a little I’ve written three blog posts on how to get your documents going.
Blog post 1: How to create a Conga Button
In this blog post I describe how to set-up a generic button that you can add onto any Salesforce object, like Contact or Opportunity. This is the first step because you will need the button to create your Conga Templates.
Blog post 2: How to create Conga Templates
In this blog post I describe how to turn your Word document into a Conga Template and how you can upload your template into the Conga Templates Library.
Blog post 3: How to create your Conga Output File
In the third and last blog post in this series I describe how to add parameters to your button to set-up the way you want to download, and save your output files.
If you need assistance with your Conga set-up, Document creation, Distribution or Automation, feel free to drop me a line.