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How to Update Permission Sets - Winter 20 Release
As early as January 2nd 2020, Salesforce will activate a security update that will impact many of our customers. In order to avoid any disruption to your Conga Products, there are some critical updates you’ll need to make to user permissions.
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Conga Composer - Automate
Drive revenue and increase the accuracy of your sales documents by automating with Conga!
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Contracts for Salesforce - Manage
There’s no doubt: Managing your organization’s deals, contracts, and the associated data is hard work! But what if you could accomplish the same work in fewer clicks, a fraction of the time, and from a single screen?
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Welcome to Composer
Welcome to Composer! Composer allows your users to generate documents with the click of a button. Let's get started!
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Conga Composer and Salesforce (1 of 6)
A quick overview of the relationship between Composer and Salesforce.
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The Composer Button UI (2 of 6)
A breakdown of key components within the Composer User Interface (UI).
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Solution Manager and Composer Components (3 of 6)
Learn how to create Solutions, how to make changes to Solutions, and what individual components make up Composer Solutions.
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Reports, Queries, and the Template Builder (4 of 6)
Learn how to source data from Salesforce with Report or Query data, and how to use that data for templates through the Template Builder.
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Templates and Email Templates (5 of 6)
Learn how to create templates and email template records, and add them to a Solution.
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Parameters and Summary (6 of 6)
Learn how to enforce rules, make behavior changes, or create integrations with other products through Parameters, and gain insights into the building process as a whole.
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How to Get Started with Grid
Video on getting started with Conga Grid
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Conga Contracts - Clause Library
Do your organization’s approved clauses live in many different places? Is your legal language inconsistent from contract to contract?
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