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. This method requires adding three parameters to your button URL:
- UF0 - enables Update Fields feature.
- MFTS - identifies the field to update.
- MFTSValue - defines the value to update the field with.
Let's say you want to update the Member Status field with a value of Patron every time your Composer button runs. To do so, add the following parameters to your button URL:
&UF0=1 &MFTS0=Member_Status__c &MFTSValue0=Patron
If you want to update multiple fields simultaneously, you can do so by incrementing 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 a parameter, which means the field updates take place when a specific template is used in a merge. This method requires:
- The UF0 parameter.
- Master Field to Set fields on the Conga Template record.
Using the same example above, if you want to update the Member Status field with a value of Patron when the specific template is used in a merge, you would do two things:
- Add the UF0 parameter to your button URL.
- 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.
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.