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Conga Support

Google Slides API - QBR Prototype

Follow the steps below to create a Quarterly Business Review with the new Google Slides API.

  1. Create a Composer button on the Account object.
  2. Add the parameter &Drivemerge=1.
  3. Optionally, add the &OFN parameter to specify a name for the output file.  Your URL will look like this:
https://composer.congamerge.com
?sessionId={!API.Session_ID}
&serverUrl={!API.Partner_Server_URL_290}
&id={!Account.Id}

&OFN=QBR+for+{!Account.Name}
&Drivemerge=1
  1. Launch Composer from an Account record.
  2. You will be prompted for your Google login credentials.  Enter credentials for the Google Account to which you want to save the document.
  3. When the merge process finishes, the Quarterly Business Review will be saved in the root folder of the Google Drive account specified above.