One of the features of Solution Manager is the ability to create and test a solution before adding the button or link to a page. In Solution Manager, you can select a sample record from your dataset to build a template or preview a merged document.
To select a sample record in Solution Manager:
Before You Begin: You must have a solution record created and open. In addition, you must have created the button.
On the Solution Manager screen, click .
The Conga® Solution Sample Record screen appears, showing a list of sample records.
In the Sample Opportunity Records box, click a record to select it.
Solution Manager updates the Sample Record ID field.
Clickto return to the solution record.
Clickto open the Conga Composer® for the selected record to preview the merged document or create a new template.