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Conga Support

Courier Schedules: Basic Settings

You set up a Courier Schedule on the Courier Schedules tab.

To set up a Courier Schedule:

  1. Click the Courier Schedules tab. 

  2. Click New to create a Courier Schedule record.

    newcourierschedule.png

    You will choose the report and recipients after the Schedule has been saved.

  3. 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.

    courierschedule.png

  4. Click Save.

Now that you’ve saved the Schedule record, you may select a report, test the schedule, and then add the production recipients.

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.