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Conga Support

Create a Conga Conductor Record

The Conga Conductor record serves multiple purposes:

  • Provides access to the Conga Formula Builder, which automatically converts your Conga Composer button or link into a Salesforce formula field.
  • Serves as the launch point for Conga Conductor batches, hence much of this guide referring to launching Conga Conductor from a Conductor record.

To create a Conga Conductor record:

  1. Click the Conga Conductors tab.

  2. Click New to create a new Conga Conductor record.

  3. Give your Conga Conductor record a Title and optionally a Description.

    We find it helpful to include the type of delivery method (e.g. download, email, etc.), the template, and the Master Object in the Title or Description such as, “Download Proposal Oppty.”

    If you’re launching Conga Conductor from a List View button, we recommend including “To be deleted” in the Title or Description fields, as the Conductor record is only used temporarily.

  4. For Conga Conductor solutions that will be launched from the Conductor record, enter the Salesforce ID from a report or query into the corresponding field (Report Id or Query Id).

    The vast majority of the time, you will use Report Id or Query Id as the Master Object Source. However, instead of running a full batch using a report or query, you may run a single record using Record Id to test the Conductor solution. Otherwise, Record Id is only used in rare situations with specific requirements.

    Do not confuse the report or query you select in the Master Object Source with those that you may have referenced in your Conga Composer solution; the Conga Conductor report or query is simply used to determine which records in Salesforce you wish to include in the batch operation while Conga Composer reports and queries are used to gather detail data that’s referenced on the template.

  5. Click Save.