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Conga Support

Composer Quick Starts

Quick Starts are available in Composer managed package 8.15 and newer (see the Product Install Links to install or upgrade to Composer 8.15). You can use the Quick Start wizard to get started with Composer solutions quickly. The wizard allows you to select and deploy pre-built solutions complete with queries, templates and behavior settings that are already configured.

To access the Quick Starts:

NEW installations Click the Quick Start tab.
Upgrades Select All Tabs (+) -> Conga Quick Starts.
 
Quick Start Solutions available:
Solution Name What's does it do? Additional information
Account Brief This solution creates account briefs that use the Account Object. This template includes pre-built queries and Word templates.
  • Pre-selects template
  • Output as PDF
  • Saves a copy to Notes & Attachments
  • Logs an Activity
  • Includes Account Name and current date in output file name
Client Letter This solution creates client letters that use the Contact Object. This template includes a pre-built Word template.
  • Pre-selects template
  • Output as PDF
  • Save a copy to Chatter
  • Includes Contact Name and current date in output file name
Sales Proposal This solution creates sales proposals that use the Opportunity and Opportunity line items. This template includes pre-built Word and email templates.
  • Pre-selects Proposal template and Email template
  • Output as PDF
  • Saves a copy to Chatter
  • Delivers via Email
  • Includes Opportunity Name and current date in output file name

Sales Quotes

 The Quote object must be enabled for this solution.

This solution creates sales quotes that use the Quote Object. The template includes a pre-built Excel template.
  • Pre-selects template
  • Saves a copy to Notes & Attachments
  • Logs an Activity
  • Includes Quote Name and current date in output file name

For more information on templates, see the topic: Use a Template from the Template Library

After you select a template, the template is created on your Conga Solutions tab. A button is created for you on the related Object. To use it, add the button to the page layout. To learn more about adding or removing buttons, see Add or Remove Buttons on Page Layouts.

For more information about Conga Solutions, see the Conga Solution Manager.

You can use the wizard as many times as you want to deploy one or all of the Quick Start solutions.