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Conga Support

Set Up the Salesforce Content Integration

We recommend that you create a Lookup Relationship field on Salesforce Content for your Master Object type so that you can relate new Content records to the object from which Conga Composer is initiated.

To set up Salesforce content integration:

  1. In Salesforce, navigate to the Salesforce CRM Content screen.

  2. Create a new Lookup Relationship field for the type of field that calls Conga Composer.

  3. Save your changes.

Refer to this field using the ContentCustomFieldName and ContentCustomFieldValue parameters. You must also specify a ContentWorkspaceId via that parameter.

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