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Conga Support

Using Composer to Update Fields in Salesforce

Composer can be used to update fields in Salesforce. There are two ways to do this: in the Composer button URL or on a Conga Template Record. Both methods are described below.

The primary difference between the two methods is whether the fields update every time the Composer button runs or every time a specific template is used in a merge.

 

Method 1: Update Fields in the Composer URL

With this method, the field updates are handled entirely in the Composer button URL, which means the updates take place every time the Composer button runs.

To update fields in the Composer URL:

Add the following three parameters to your button URL. See Adding Parameters to a Solution for more information on this process.

  • UF0 - enables Update Fields feature.
  • MFTS - identifies the field to update.
  • MFTSValue - defines the value to update the field with.

To update the Member Status field with a value of Patron every time your Composer button runs, add the following parameters to your button URL:

&UF0=1
&MFTS0=Member_Status__c
&MFTSValue0=Patron

 To update multiple fields simultaneously, increment the MFTS and MFTSValue parameters (MFTS1, MFTSValue1, MFTS2, MFTSValue2).

Method 2: Update Fields on the Conga Template Record

With this method, the field updates are handled in the Conga Template record and with a parameter, which means the field updates take place when a specific template is used in a merge. 

To update fields on the Conga Template Record:

  1. Add the UF0 parameter to your button URL. See Adding Parameters to a Solution for more information on this process.
  2. Update the Master Field to Set fields on the Conga Template record.

To update the Member Status field with a value of Patron when the specific template is used in a merge, do the following:

  1. Add the UF0 parameter to your button URL.
  2. Add Member_Status__c=Patron to Master Field to Set 1 on the Conga Template record of the template you want to enable the field update.

mfts_on_record.png

 With this method, you can update three fields at once using Master Field to Set 1, Master Field to Set 2, and Master Field to Set 3. This method is only available for document templates (Word, Excel, PowerPoint, PDF); it does NOT work with Conga Email templates.