Parameters and Summary (6 of 6)
For Composer, Parameters are either rules that we enforce as a policy on this Solution, behavioral changes we’d like the Solution to make, or integrations with other products altogether. By clicking Customize with Parameters from the Solution Manager page, we can access a list of commonly used Parameters, and apply them directly to the solution. By selecting a parameter from the left, a brief description will appear in the center of the page. To add the Parameter to the Solution, click Select Parameter, and then Add Parameter to Solution record. Once all components are built, you can now add the Solution to the Object layout, and begin using. As a best practice when designing Composer Solutions, we recommend starting by gathering data through Report Data and Conga Queries. Once the data has been gathered, click Create Button from the Solution Manager page to unlock access to the Template Builder in this Solution. With access to the Template Builder, we can now create and design our Templates and Email Templates, and add them to our Solution. Finally, we can apply rules, behavior changes, and integrations through Parameters. Lastly, we add the Solution to our Page Layout and start automating!
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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.
Conga Composer and Salesforce (1 of 6)
A quick overview of the relationship between Composer and Salesforce.
Templates and Email Templates (5 of 6)
Learn how to create templates and email template records, and add them to a Solution.
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?
The Composer Button UI (2 of 6)
A breakdown of key components within the Composer User Interface (UI).
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.