Conga Composer and Salesforce (1 of 6)
In this video, we will cover some of the basics concepts and building blocks of Composer that are essential for Salesforce Administration. Composer is a document automation system that is installed within Salesforce, and allows your users to generate any document you design at the click of a button. For the purposes of this video, we will assume that Composer has already been installed and setup within your Salesforce instance. Before we begin, let’s start by understanding how Composer and Salesforce interact. In order to automate the process of creating documents with Composer, we need to start by creating a Solution. For Composer, a Solution is simply a record we create within Salesforce that, once built, can be added to an Object of our choosing in the form of a hyperlink or button. The button we are showing now has been created for the Master Object of Account within Salesforce. This means that no matter which Account record we navigate to within Salesforce, we will be able to access and click this button. Any document generated as a result of clicking the button on this record will strictly pull data related to this record. With Composer installed in Salesforce, you can create as many solutions on as many Objects as you’d like; End-Users are assigned a license, and can use any Composer Solution unless otherwise restricted.
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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.
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.
Welcome to Composer
Welcome to Composer! Composer allows your users to generate documents with the click of a button. Let's get started!
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?
Conga Composer - Automate
Drive revenue and increase the accuracy of your sales documents by automating with Conga!
The Composer Button UI (2 of 6)
A breakdown of key components within the Composer User Interface (UI).