Skip to main content
Conga Support

Select a Sample Record in Solution Manager

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.

  1. On the Solution Manager screen, click Access Template Builder.

    The Conga® Solution Sample Record screen appears, showing a list of sample records.

  2. In the Sample Opportunity Records box, click a record to select it.

    Solution Manager updates the Sample Record ID field.

  3. Click Select Sample Record.

  4. Click Return to Solution Record to return to the solution record.

    Or

    Click Access Template Builder to open the Conga Composer® for the selected record to preview the merged document or create a new template.