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Conga Support

Launch Conga Conductor from a Salesforce Record

Instead of using a Conga Conductor record or a list view button, Conga Conductor can also be launched from a custom button on a standard or custom object’s page layout.

To launch Conductor from a custom button, create a new button on your desired object that starts with the following URL:

https://conductor.congamerge.com/conductor8/index.html
?sessionId={!$Api.Session_ID}
&serverUrl={!$Api.Partner_Server_URL_160}

 

Next, reference your Salesforce Report or SOQL query that defines the scope of records to include in a batch process with Conductor. Use only ONE of the following parameters:

Option One: &ReportId=00Oxxxxxxxxxxxx?pv0={ParameterToPass}

or

Option Two: &QueryId=a0xxxxxxxxxxxxx?pv0={ParameterToPass}

Where {ParameterToPass} is a merge field that will pass a value to your Report or query. For example, if a Conductor button is on an Account and the Salesforce Report is configured to show all Cases for a given Account, you would pass the {!Account.Id}.

Finally, reference the formula field that contains the Conga Conductor URL:

&URLFieldName=Conductor_URL_Field__c
​


A complete example of a Conductor button is below:

https://conductor.congamerge.com/conductor8/index.html
?sessionId={!$Api.Session_ID}
&serverUrl={!$Api.Partner_Server_URL_160}
&ReportId=00OE0000000HM5a?pv0={!Account.Id}
&URLFieldName=Conductor_URL_Field__c