You set up a Courier Schedule on the Courier Schedules tab.
To set up a Courier Schedule:
Click the Courier Schedules tab.
Clickto create a Courier Schedule record.
You will choose the report and recipients after the Schedule has been saved.
Complete the sections to set up your schedule.
For the first schedule, we’ll use the configuration available to users of Professional, Enterprise and Performance (Unlimited) Salesforce Editions. Later, we’ll explore the options available only to Enterprise and Performance (Unlimited) Editions.
Record Information Area
Provide a meaningful title for the schedule.
Provide a description for the schedule, if desired.
Check the box to enable the schedule for processing
Next Run Date
Leave this field blank. Courier will populate it after evaluating the Trigger criteria (see below).
Remember, you’ll select the report to deliver after the Schedule record has been saved.
Choose from Printable View, Excel or CSV
Optional Enter a value to pass into the Advanced Filters of the report.
Choose Hourly, Daily, Weekly, or Monthly.
Depending on your selection, some of the remaining fields will be disabled, as they do not always apply. Set the remainder according to your preferences. The time zone for the hour chosen depends on the time zone setting of the user whose credentials were entered on the Setup page.
The Day to Run On field, available when the Interval is Monthly, contains choices for the 1st…, the 2nd …, the 3rd …, the 4th … and the last … These choices are used in conjunction with a Monthly Day of the Week, resulting in a schedule like the 1st Friday of the Month or the 3rd Tuesday of the Month.
Don’t Run On Weekends
Optional Check the box to prevent processing during weekends.
First Run Time
Optional With Interval set to More than once a day, you may specific the hour of the first execution for the day.
Last Run Time
Optional With Interval set to More than once a day, you may specific the hour of the last execution for the day.
Email Content Section
Provide appropriate content for the outbound email message.
Enter the body of the email. You may use HTML or inline CSS to style the body. If this field is blank, Courier will provide a generic message.
[Optional] You may select a user to override the From value of the email (as defined on the Courier Setup page)
Nearly all computers and mobile devices are capable of displaying HTML. We recommend this default unless recipients of this report are explicitly limited to text.
Choose the .xls file extension if the intended recipients computers are equipped with Microsoft Excel or Blackberry devices. Choose the .html extension for recipients that don’t have Excel, or those with Pocket PC devices running Windows Mobile.
You can choose to display the report as an attachment or inline within the message. If your report has many columns, we generally recommend that you choose attachment.
Don’t Send if Report Has No Data
With this option selected, no report will be delivered to your recipients if the report contains zero rows of data.
Don’t change the Run As or Recipient Source fields unless you’re attempting an advanced setup (see Advanced Configuration for Enterprise and Performance (Unlimited) Editions).
Determine the authority under which the report is executed
If set to Courier Setup Credentials, the report will run under the authority of the user specified on the Setup page.
If set to User to Send As from Outbound Message, the report will be run under the authority of the user selected on the Salesforce Outbound Message.
(See Advanced Setup for more details.)
Determine the source of the list of recipients for the report to be sent
If set to Schedule Record, the recipients are selected via the Select Recipients link and stored in the Recipients related-list from the Schedule Record
If set to User to Send as from Outbound Message, the recipient will be the person selected on the Salesforce Outbound Message.
(See Advanced Setup for more details.)
Internal Use Fields Section
DO NOT modify any of these fields. All of these fields are maintained automatically by Conga Courier. They are visible here only to ensure compatibility with the Professional Edition.
Once your Conga Courier schedule is complete, it will be processed according to the schedule you defined. The report will run under the authority of the credentials you entered on the Setup page.
For details on how to run the report under the authority of others, see Advanced Configuration for Enterprise and Performance (Unlimited) Editions.