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Conga Support

Launching a document from a Salesforce record

What

Use the Conga Collaborate managed package for Salesforce to create, edit, publish, and send documents all from directly within Salesforce.

Why

Keep users working in one system to improve efficiency, help ensure data accuracy, and reduce user fatigue from using too many software systems.

How

  1. Populate the proper data in Salesforce.
  2. Create a new document using either the Octiv Documents related list or the custom New Document button.
  3. Edit and share your document.

Check out the video below to learn more about launching, customizing, and sending Conga Collaborate documents using Salesforce.  

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