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Conga Support

Launching Conga Mail Merge from a Custom Button, Link or Tab

You can launch Conga Mail Merge from a button, link or custom tab. This is particularly useful for launching a merge operation from a Campaign in that the campaign can be pre-selected.

To implement this, add a custom button or link to a page layout with the following details.

Display Type: Detail Page Link or Detail Page Button
Behavior: Display in existing window with sidebar
URL: https://massmerge.appextremes.com/apps/Conga/Welcome.aspx?SessionId={!API.Session_ID} &ServerUrl={!API.Partner_Server_URL_80}

Example URL

https://massmerge.appextremes.com/apps/Conga/Welcome.aspx
?SessionId={!API.Session_ID}
&ServerUrl={!API.Partner_Server_URL_80}
&id={!Campaign.Id}
&ReportID=00Oi0000006IF4C?pv0={!Campaign.Id}
&TemplateID=a0461000001LyhM

Further Refine Your Solution

You may include any of the following parameters to further refine your solution:

Parameter Description
&ReportId=[Id]

Pre-selects the specified Report on the Search Criteria page

Requires:
A 15-character Salesforce Id of a Report. May optionally include filter criteria.

Do not use this in combination with any other “data source” parameter (such as CampaignId).

&CampaignId=[Id] Pre-selects the specified Campaign on the Search Criteria page.
Requires:
A 15-character Salesforce Id of a Campaign.
Do not use this in combination with any other “data source” parameter (such as ReportId).
&TemplateId=[Id]

Pre-selects the specified template on the Document/Letter page

Requires:
A 15-character Salesforce Id of a template record.

&LabelTemplateId=[Id] Pre-selects the specified template on the Label page
Requires:
A 15-character Salesforce Id of a template record.
&EnvTemplateId=[Id] Pre-selects the specified template on the Envelope page
Requires:
A 15-character Salesforce Id of a template record.
&BPW=[0 or 1] Bypass Wizard
Navigates directly to the Download page
Requires:
  • ReportId or CampaignId
  • TemplateId, LabelTemplateId and/or EnvTemplateId