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Create a Solution Record in Solution Manager

Before you can build a solution in Solution Manager, you must first create a solution record. The record is a container for solution information, including the button URL history and notes.

To create a new solution record in Solution Manager:

To fully utilize solution records you should be a System Administrator (or have the Modify All Data and Customize Installed Applications profile settings). 

  1. Click the Conga® Solutions tab.

  2. Click Create New and select Conga Solution. 

  3. In the Conga Solution Name field, enter a name for the solution.

  4. In the Master Object field, select a master object from the list.

  5. Click Create Record.

    The new solution opens in the Conga Solution screen.