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Conga Support

Conga Conductor Configuration Steps

First, choose how to launch Conga Conductor. You can launch it using a Conga Conductor record or a Salesforce list view. The steps for configuring Conga Conductor vary for each method.

Launching via a Conga Conductor Record

  1. Determine which records to include in your batch by building a Salesforce report or SOQL query.
  2. Create a Conga Conductor record.
  3. Convert a Conga Composer button or link to a Salesforce formula field using the Conga Formula Builder.
  4. Test the Conga Conductor solution to ensure everything works properly.
  5. Launch the Conga Conductor solution from the Conga Conductor record.
  6. Optional: Schedule the Conga Conductor solution to run automatically at a designated and recurring date and time.

Launching via a Salesforce List View Button

  1. Create a Conga Conductor record.
  2. Convert a Conga Composer button or link to a Salesforce formula field using the Conga Formula Builder.
  3. Create a List View button.
  4. Delete the Conga Conductor record. You only need the Conga Conductor record temporarily to access the Conga Formula Builder.
  5. Test the Conga Conductor solution to ensure everything is working properly.
  6. Launch the Conga Conductor solution from the List View button.
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