Complete Conga Composer Tutorial in 9 Mins
Автор: Justin Wills
Загружено: 2024-05-10
Просмотров: 6972
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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
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