The Conga Batch record provides a place to house all of the details of your Conga Batch solutions and uses a report, query or Salesforce record to determine which records to include in your batch.
The benefits of using a Conga Batch record include:
- You can use a Salesforce report or a SOQL query to determine the list of master object IDs (which records to include in your batch).
- You can leverage Salesforce security to restrict access to the Conga Batch object or each Conga Batch record.
- You can schedule Conga Batch to run on an automatic, repeated basis.