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Install Conga Collaborate Buttons and Lists in Salesforce

What

The Conga Collaborate Document buttons and Conga Collaborate Document Related List allow your users to create documents from directly within Salesforce and view and access lists of Conga Collaborate documents related to specific records inside Salesforce.

Why

Launching documents from Salesforce and storing records of documents back to Salesforce increases adoption of both your Salesforce and Conga Collaborate platforms, keeps both systems in sync, and provides a fluid end-to-end document workflow.

How

Permissions Needed

Customize Application permission in Salesforce

Determine Your Launching Object

Before you start, determine your document launching object. This is the Salesforce object that you wish to launch documents from and relate documents back to in Salesforce.

Opportunity and Account are the most common Salesforce launching objects. However, Conga Collaborate supports launching from the Opportunity, Account, Lead, Case, and Contact objects by default. You can also launch from other objects, including custom objects, with some additional setup. Below are instructions for both scenarios.

A note on launching objects:  Many Conga Collaborate admins desire to launch some document templates from one object type, and some document templates from another. Conga Collaborate works well in this scenario. NDAs and MSAs, for example, are often launched from an Account record whereas proposals, quotes, or order forms are often launched from Opportunity records.

However, because launching objects are important in determining how logic statements are written in documents using Salesforce logic, Conga Collaborate recommends avoiding trying to launch one template from multiple objects types (i.e. launching a Scope of Work from both an Account AND an Opportunity object.)

To install Conga Collaborate buttons and related list on the Account, Case, Contact, Lead, or Opportunity objects:

  1. Go to Setup > Launching Object > Page Layouts, and click Edit next to your desired layout.

  2. In the editor palette at the top of the screen, click Buttons and then add the button labeled New Document to the layout.

  3. Click Related Lists and add the Conga Collaborate Documents related list to your layout. The related list area will include a New Conga Collaborate Document button.

  4. Customize the related list by clicking on the wrench icon above the related list name.

  5. Select the fields that you would like to add to the list; we recommend:

    • Document name

    • Created Date

    • Last Modified Date

    • Last Viewed

    • Status

    • Value

    • Views

  6. Choose how you’d like your list to be sorted; we recommend sorting in Descending order by Last Modified Date.

  7. Click Save. You may be prompted to apply the changes; if so, click Yes.

To install Conga Collaborate buttons and the related list on other objects or custom objects:

  1. In Salesforce, click Setup.

  2. In the settings pane on the left-hand side of the page, go to Build => Create => Objects.

  3. Click Conga Collaborate Document.

  4. In the Custom Fields & Relationships section, click New.

  5. In Data Type, select Lookup Relationship.

  6. Click Next.

  7. From the dropdown menu, select the object you’d like to relate to Conga Collaborate Documents.

  8. Click Next.

  9. Enter the Field Label and Field Name (without the __c) of the object you chose and click Next. The Field Name must exactly match the Object Name name of the object you are relating to Conga Collaborate Documents. (Optionally, you can make the field required, set the deletion action, and create a lookup filter. We also recommend writing a good description for future documentation purposes.)

  10. Make sure the lookup field is marked as visible to all profiles and not marked as read only and click Next.

  11. Create a Related List label. We recommend Conga Collaborate Documents.

  12. Check the Add Field box next to the Document Layout Page Layout and confirm that the Related List is being added to your desired Page Layouts using the checkboxes next to the Page Layout names.

  13. Click Save.

To verify that setup was completed correctly, go to the parent object and select a record.  On the record detail page, the new Related List should appear with a New Document button. Click the button, and a new Conga Collaborate Document should open in your Salesforce account.

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