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Conga Support

Salesforce: Associating a Record to a Conga Collaborate Document

What

Associate an already-created document with a Salesforce record from within Conga Collaborate itself.  You can associate a document in this way for the Opportunity, Lead, Account, or Contact objects.
 

Why

Sometimes it is useful to associate a document with a Salesforce record from within Conga Collaborate itself.  For example, while building and testing a new version of a template, you might want to connect it directly with a test Opportunity without having to go into Salesforce to create a document.
 

How

Confirm that your user is authorized to connect to Salesforce:

  1. In your user dropdown in the top-right corner, click User Profile

  2. On the General tab, scroll down to the Salesforce section and select Authorize Octiv Salesforce Access

If successful, a success message and the connected Salesforce org ID will be displayed.
 

Connect a created document with a Salesforce record:

  1. From within the document build view, open the Integrations panel.

  2. Next to Salesforce Opportunity, click Search.

  3. In the pop-up window, select your Salesforce object.  Opportunity, Lead, Account, and Contact are available.

  4. Search for your desired record.

  5. Select your record and click Assign. A success message should appear.

  6. Click Refresh Variables to reload the document with data from your selected Salesforce record.