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Conga Support

Benefits of Launching Conductor from a Conductor Record

The Conga Conductor record provides a place to house all of the details of your Conductor solutions and uses a report, query or Salesforce record to determine which records to include in your batch.

The benefits of using a Conga Conductor 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 Conductor object or each Conductor record.
  • You can schedule Conga Conductor to run on an automatic, repeated basis.