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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 Overview
With Composer, building fully customized, personalized documents is a breeze. Automate your document processes and cut down on—or, hey, maybe even eliminate—errors.
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Conga Contracts for Salesforce Overview
Do you want to spend more time shaking hands with customers and less time shaking your head at your computer screen? Let’s speed up the sales process and close more deals! It’s time to get started with an end-to-end contract management solution!
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Getting Started with Conga Composer
Learn how to begin generating pixel-perfect documents from Salesforce using Conga Composer.
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How to Add If Statements to Templates
Video on how to create IF statements in Microsoft Word templates.
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Conga Sign Overview
Don’t overpay for eSignature—take a leap and experience the modern eSignature solution built for Salesforce. With Conga Sign’s easy-to-use interface and effortless signing experience, doing business with you just got easier.
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Conga Contracts Overview
Your CLM practice deserves an end-to-end contracting solution that accelerates negotiations without compromising on compliance! With Conga Contracts, automation will have you moving at lightning speed throughout each step of the contract lifecycle.
3:00
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Conga Grid Overview
Do your Salesforce tasks require three monitors, dozens of tabs, and your whole afternoon? 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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How to Get Started with Grid
Video on getting started with Conga Grid
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How to Add Detail Regions to a Conga Composer Template
How to add detail regions to Word templates.
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Conga Collaborate Overview
Never be tied to your desk again with Conga Collaborate's online, mobile friendly, and automated document generation. See why businesses around the world are generating sales documents out of Salesforce with Conga.
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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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