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Frequently Used Terms

Frequently Used Terms

A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z
A
alias
A value enclosed within brackets used to identify datasets within Conga solutions. Typically followed by a Salesforce ID.
Appearance Parameter
Used to format merged data (such as dates, currencies, and numbers) in templates. Also called Picture Switches. Appearance Parameters always follow the Field Name and begin with a backslash (\) and a symbol to designate the type of Appearance Parameter being applied.
C
Conga Email Editor
Allows for the composition of complex, visually appealing emails.  The Email Editor appears when SendGrid is enabled, the solution includes multiple templates, or if Conga Email Templates are in use.  When using the Conga Email Editor as part of a Composer solution, you have the option to merge data directly into the body of the email, into an attached document, or both.
Conga Email Templates tab
Stores HTML Email templates to make them easily accessible for use in Conga solutions. The Conga Email Templates tab is created in your Salesforce organization when Conga Composer is installed.
Conga Template Manager tab
Stores Conga templates to make them easily accessible for use in Conga Solutions. The Conga Template Manager tab is installed when Conga Composer is installed.
Copy Field Format
Allows you to select a template type.  When a selection is made, the Template Builder automatically formats merge fields to match the template type specified.  For example, if the Copy Field Format selected is Excel, merge fields that are copied and pasted (or dragged and dropped) from the Template Builder into a template will automatically be in the &Dataset.FieldName convention (which is required by Excel).
D
Detail Region
An area of a template (either in a table, paragraph, or on the page) that grows dynamically with detail data.  The dataset used in a detail region must be either OppLineItems (when the master object is an Opportunity) or come from a query or report.  The detail region must be bracketed with TableStart and TableEnd markers to specify the area of the template that will grow with detail data.
DocuSign language code
A two-letter code that identifies the target language.
F
Field Label
A component of a traditional Word merge field.  They can be abbreviated to save space because they don’t actually map to Salesforce data.  Instead, they serve as labels for the merge field.  Text-based merge fields do not have Field Labels.
Field Name
A component of a merge field that maps to the Salesforce data that replaces the field during the merge process.  Field Names must exactly match the name of the Salesforce field that contains the data to be merged.
P
picture switch
Used to format merged data (such as dates, currencies, and numbers) in templates. Also called Appearance Parameters. Appearance Parameters always follow the Field Name and begin with a backslash (\) and a symbol to designate the type of Appearance Parameter being applied.
S
Salesforce ID
The 15-character value after the last forward slash (/) at the end of a Salesforce URL.
T
Template Canvas
An area of the Template Builder that contains fields names that have been selected by the user.  From the Template Canvas, field names can be grouped, formatted, and moved into templates using copy and paste or drag and drop (or the one-click option for creating a Word template directly from the contents of the Template Canvas).
Template Record
A template record is creating when a template has been saved in the Conga Template Manager or Conga Email Template tab.  The Salesforce ID of the template record can then be used in a Conga Composer solution to pre-select that template.
text-based merge field
A merge field comprised of the field name surrounded by curly braces. A typical format is {{mergefield}}. Merge fields act as placeholders for Salesforce data. Merge fields can be entered directly into a template (rather than by using the Insert > Merge Field) and differ from traditional merge fields in that they do not have field labels.
traditional merge field format
The merge field format used in early versions of Microsoft Word that includes the field label and field name. Example: Product Name:«Product_Name»
W
Word template
A Microsoft Word file (.doc or .docx) that contains one or more merge fields.
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