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Conga Support

Conga Batch Solutions - Multiple Rows

Before you can launch Conga Batch, you must first set up a Salesforce formula field. See the article Convert a Conga Composer Button to a Formula Field Using the Conga Formula Builder for instructions. If your Conga Batch solution uses Salesforce Reports to gather additional data, you must modify the solution to use a SOQL query to gather the additional data when using Conga Grid. This is due to session limitations within Salesforce. Contact your Conga support representative to help with this conversion if needed.

Follow these steps to configure Conga Batch for use with Conga Grid:

  1. Click Conga Grid Setup.
  2. In the object list, select the object for which the Conga solution is set up.
  3. Click the object Features tab.
  4. Click Conga Action.
  5. In the Conga Action window, enter a Conga Action Label. This will be the name of the action in the Conga Grid menu.
  6. From the Type of Conga Action drop-down list, click Conga Batch.
  7. Click the Select Button/Formula Field drop-down list and select the formula field name that will launch the Conga solution from the Conga Grid menu.

  8. Click OK.
  9. Set the desired feature security.
  10. Click Conga Grid Explorer.
  11. In the object list, select the object for which the Conga solution is set up.
  12. Select multiple rows.
  13. Right-click and select Conga > action. This will invoke Conga Batch.
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