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.
In Most Recent
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.
How to Get Started with Grid
Video on getting started with Conga Grid
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.
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?