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 are included 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.