Conga composer button parameters. Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform. Conga Sign Professional Integration Parameters Each of these parameters affects the field specified on a Conga Sign Agreement record. Access answers and resources to optimize your use of Conga's products. There is a separate set of integration parameters when using Conga Sign with Composer. Click the plus sign to expand a section and view the parameters in that category. The Parameter Picker within Solution Manager presents all available parameters and provides detailed information about the accepted parameter values and each parameter's functionality. Email Parameters The standard Conga Composer dialog includes the option to generate the desired merge output and attach it directly to an outbound Salesforce email message or Conga Email Template. Refine Conga Composer Solutions with Parameters Conga Composer solutions can be highly customized to enhance the user experience. For more information, see the Conga Solution Parameter Screen. . DS7 – With standard out of the box Conga Composer functionality, you can click a custom button that brings you to the Conga Composer user interface where you can email or generate your chosen document. The parameter list is divided out into sections based on functionality. This feature can greatly reduce the time required to otherwise generate a merge file, save it to disk, launch an email message and attach the file. In this sassy take on "anatomy of a Conga Composer Solution," I discuss Conga's button URL, gathering data with SOQL queries, and adding Conga parameters to further personalize the behavior of Refine Conga Composer Solutions with Parameters Conga Composer solutions can be highly customized to enhance the user experience. Each parameter/value pair must be entered with the following convention: &Parameter=Value Dec 8, 2020 · You can also set the output format to be the same format as the template it’s generating from. The first three lines are identical in every Composer URL, and the fourth line is customized to identify the master object from which you’ll be gathering data and running the solution. For more information, see Conga Sign Integration Parameters . Steps to Add Conga Parameters to a Conga Composer URL Conga 3. Each parameter/value pair must be entered with the following convention: &Parameter=Value Anatomy of a Conga Composer Button All Conga Composer URLs start the same way. Append each parameter to the URL value in your Conga Composer button. A few caveats: 1. You can customize the Conga Composer Solution by adding parameters to the button URL. Click Customize with Parameters to load the Conga Composer Parameter screen. Additional resources are available when you log into the Conga Customer Community, including the Conga Composer customer user group, a digital library of best practices and use cases, and a webinar calendar with upcoming live events and historical replays. Dec 8, 2020 · You can also set the output format to be the same format as the template it’s generating from. For information on this screen, see Adding Parameters. Conga Sign Parameters The native Send with Conga Sign button's behavior and functionality is customizable with Conga Sign parameters. Unlock the full potential of Conga Composer with these top 5 parameters! In this video, we'll dive into essential parameters like OFN, DefaultPDF, MSTS0, EmailAdditionalTo, and SC1, showing you May 26, 2023 · Conga Composer = paid app for downloading docs with mail merge content from Salesforce Conga Solution = one discreet bundle of instructions for a specific Merge operation Button = custom metadata on any standard or custom Salesforce object, which Conga utilizes for storing instructions and launching Solutions the problem You can add multiple parameters to a solution within the Solution Manager. Note: parameters are case-sensitive. 3K subscribers Subscribe Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform. Click again to hide the parameters in the category. Dynamically Filter Reports and Queries with pv Values Note: While Salesforce Reports are useful to gather data for Composer solutions, it is highly recommended to use Conga Queries due to better data gathering performance, versatility, and stability. This guide contains information on how to work with parameters, parameter categories, and parameters that you can use for customization. DocuSign Integration Parameters DocuSign delivers Conga Composer documents via email, much like Salesforce itself, but adds the ability to acquire, track, and file signatures using automatic anchor text and tags. There are two types of Composer buttons: non-OAuth and OAuth (Open Authorization). Description Conga Sign delivers Conga Composer documents through email, much like Salesforce itself, but adds the ability to add, track and file signatures. If desired, you may include any of the following parameters in your Conga Composer URL. zee uuxyuj gbajymaw emgmc ios heiwv eiw egcyzq cnjss xxuylgv