Conga Composer Administrat

kokomomammothSoftware and s/w Development

Feb 17, 2014 (3 years and 6 months ago)

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© 2006


201
2

AppExtremes
Inc.
. All rights reserved. This document may be reprinted without permission.
Conga
Composer
is a trademark of AppExtremes
, Inc
. Salesforce.com is a registered trademark of
salesforce.com, and AppExchange, is a trademarks of salesforce.com, Inc., San Francisco, California. Other
names used may be trademarks of their respective owners.


AppExtremes, Inc.

support@appextremes.com



Conga

Composer


Administrat
or’s Guide


Winter

'1
3

Release




Welcome

Conga
Composer

lets you generate documents

and spreadsheets

by
gathering

data from
Salesforce.com and merging to a template. The resulting
file
(s)

can be printed or emailed
and you can log the actions you’ve taken in Salesforce.


Conga
Composer

solutions let
you create individual documents by clicking a button from a
record in Salesforce.



Conga Mail Merge
,

included with your subscription to Conga Composer,
is
a step
-
by
-
step
wizard that guides you through the process o
f creating
batches

of documents.

You
can
access
Conga Mail Merge

by clicking the Conga

Mail

Merge tab
.



Contacting AppExtremes

AppExtremes is a leading provider of software solutions to enrich your Salesforce.com
e
xperience, specializing in document creation tools that integrate data from Salesforce.
Founded in 2006, AppExtremes has since built a substan
tial market presence with
more than
2,0
00 customers
, worldwide
.


Technical
Support

At AppExtremes, we are committed to providing you with timely answers to your technical
support questions. We provide support to system administrators for our products via email or
telephone. Generally, we’re available weekdays, during the following hours:


North America

Support H
ours: 8 a.m.


8
p.m. Eastern T
ime

Tech Support Email:
support@appextremes.com

Telephone: +1 303
-
465
-
1616 or (866) 502
-
3334


Europe, Middle East, Africa (EMEA)

Support Hours: 9 a.m.


5 p.m. British Time

Tech Support Email:
support@appextremes.com

Telephone: +44 20 3608 0165


Asia / Pacific (APAC)

Support Hours: 9 a.m.


5 p.m. Eastern Time

Tech Support Email:
support@appextremes.com

T
elephone: +61 28 417 2399






Page
2





Sales

For information on other products from AppExtremes, please contact our New Business team:


Sales Information Email:

sales@appextremes.com


Telephone: +1 303
-
465
-
1616


Resources

Examples:

For detailed examples, including sample templates, report designs and sample output, please
download the
Conga Composer Examples file
.


Articles and Videos:

AppExt
remes provides an
online knowledgebase

and
You
T
ube channel

that are available
24X7 to help you answer questions.


QuickStarts:

Want to get
started right away? Our Quick Start Guides will help you quickly generate your
first Conga Composer solutions.

Quick Start Guide: Creating a Simple Document

Quick Start Guide: Creating Your First Custom Soluti
on






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Winter
'1
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3

Table of Contents

Welcome

................................
................................
................................
............

1

Contacting AppExtremes

................................
................................
....................

1

Technical Support

................................
................................
................................
...

1

Sales
................................
................................
................................
.......................

2

Resources

................................
................................
................................
..........

2

Administrator’s Guide

................................
................................
........................

4

Setup Page

................................
................................
................................
.............

4



Basic Tab

................................
................................
................................
.......

5



Advanced Tab

................................
................................
................................
.

7



Recent Activity Tab

................................
................................
..........................

8



User Management Tab

................................
................................
.....................

9



Integration Partners Tab

................................
................................
................

10

Preparing to use Conga in a Sandbox

................................
................................
....

11

Printing Labels using a Label Printer

................................
................................
.....

12

Integration with SpringCM™

................................
................................
.................

14




ADMINISTRATOR’S GUIDE



Page
4





Administrator’s Guide


Setup Page

Y
ou can change various options in Conga by visiting the

Conga

Setup page, which is
accessible from
Salesforce Setup
, then
View Installed Packages

and
Configure

for
Conga Composer.




The following options
can be
configured

from the Conga Setup page:



Basic Settings



Advanced Settings



Recent Activity



User Management



Integration Partners


Note: The Conga Setup link
also
appears
on the “Conga Mail Merge” page (upper
-
right
corner) and the “
Conga Composer
” dialog

box (lower
-
right corner)
for users who have the
following permissions:



View All Data



Modify All Data



View Setup



Warning
!
In previous versions of the Conga Composer package,

the

"Configure" link (pictured above) was set to open the PDF you're now reading.


Tip
!
An alternative technique to open the Conga Setup page

(for previous versions)
:

Open the "Conga Mail Merge" tab in Salesforce, the look for the

Setup link in the
upper
-
right corner in the orange bar




Tip
!
You may also open the Conga Setup page by opening a

Conga Composer

dialog box and look for the "Setup" link in the lower
-
right corner.











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5



Basic Tab


Disable the
Editor

You

may choose to disable the rich
-
text

editor on the Letters page
(Step 4)
of
Conga Mail
Merge
.

T
his forces users to choose a template from the template
manager
.

(
Certain

regulated organizations would not want
users
entering a free
-
form letter.)

Allow Use of
Local
Templates

You may permit you
r users to upload a template from their own hard drives. This feature is
disabled by default for all users
except for administrators
. This feature is always enabled for
administrators because of its utility in creating and testing Word templates.


Local templates can also be enabled via a
Conga Composer

parameter (
See the
DS8=1

parameter in
Introducing
Conga Composer

)
.

Conga Template
Manager

Instead of using the Salesforce template repository,
we strongly recommend that you store
templates in the
Conga Template
Manager

V5

(“C
T
M”)


see


St
oring Merge Templates
, for
details.
This custom object is included with Conga Composer and Conga Mail Merge.


Optionally, you may enable Communication Templates (or the previous version of the Conga
Template Manager), which may be useful while you migra
te templates from the older
repositories to the new, V5 repository. After migrating your templates,
you should disable
repositories not in use.




ADMINISTRATOR’S GUIDE



Page
6





Behavior Modification

The Behavior Modification settings govern how Conga pulls data and how Word templates
behave. If your organization is new to Conga,
we strongly recommend that you enable
all of the Behavior Modification settings.


If your organization has used Conga befor
e Conga Spring ’11 was released, you may enable
these settings, however, they may affect your templates, so please be careful.


Query Object Name Correction

This setting corrects a problem in which Conga Queries resulted in object names with double
-
undersc
ores. For example, a merge field name for the Amount field on an Opportunity
sometimes appeared as:

OPPORUTNITY__AMOUNT


Instead of

OPPORUTNITY_AMOUNT


This was an issue because after modifying the Conga Query sometimes resulted in slightly
different
field names, thus preventing a merge field from working properly.


Prevent Auto
-
Incrementing Column Name

This setting corrects a merge field naming problem in Reports and Queries in which column
names were incorrectly labeled with an “_1”.


Word Templates:

Require TableStart/TableEnd for Detail Regions

This setting
makes it necessary to use TableStart/TableEnd to access detail data (ReportData
or QueryData), which is important because some customers have unintentionally discovered
that Conga would generate
a separate document for each row of detail data in the absence of
a TableStart/TableEnd.












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Advanced Tab


Field to Show on Log Activities

You may choose a custom Task field to display in the Log Activities portion of Conga. Usually,
this is a picklist
field that lets users flag the activities.

Field Retrieval Restrictions

You can restrict the fields available to Conga by enabling this setting.
(Not recommended
without guidance from AppExtremes.)







ADMINISTRATOR’S GUIDE



Page
8







Recent Activity Tab



Activity Reporting

You can do
wnload a file with the activities of the users from your organization. Select the
start and end date and click
Run Report.











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User Management Tab



Starting in Conga Summer '12, you may manage user licenses either with the older User
Management tool,
described next, or using the Salesforce Manage License tool
(recommended).


User Management Tool

The User Management tab lets you perform the following user
-
license activities:




Determine whether User Management is enabled for your account



View the number
of licenses your organization has purchased and how many of those
licenses are assigned



Page through a list of users



Sort the list by name, role and profile



Search the user list by name, role and profile



Only works with Salesforce instances of 100 or fewer

users (of any type). Larger
organizations MUST use the Salesforce Manage License tool (see next section.)


To enable a license for a user, enable the "Authorized" checkbox for that user.


Manage
License
s in Salesforce (recommended)

User Management may n
ow be performed with the "Manage Licenses" tool in Salesforce
setup
(Setup | Installed Packages | Manage
Licenses)
.


This standardizes how users licenses
are managed
with other AppExchange products and
gives greater flexibility for large organizations.



To use this feature, please contact your AppExtremes Business Analyst or the
suppor
t desk

.





ADMINISTRATOR’S GUIDE



Page
10







Integration Partners Tab



The Integration Partners tab lets you configure the integration with SendGrid.


SendGrid is an email delivery service with features that assure customers an extremely high
deliverability rate at a low cost. Delivering emails via SendGrid means customers can
circumvent Salesforce email limits and can still use Salesforce email templat
es.


SendGrid is available separately from their
website
. You must subscribe to that service to use
this integration.


IMPORTANT


Setup:



1.

Subscribe to a plan

on the SendGrid website.
Configure

your SendGrid
account according to their instructions.


2.

Open the Conga Setup page (located on the lower
-
right corner of the
Conga
Composer

dialog box). On the "Integration Partners" tab,
paste

your SendGrid
username and password. The credentials are encr
ypted and stored securely.


3.

Save

your changes.


4.

Once Conga is configured with your SendGrid credentials, all email generated
through Conga

will be delivered via SendGrid.



Please see the
Conga Composer

guide for more information on the integration with SendGrid.









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11

Preparing
to use Conga

in a Sandbox

You can configure your instance of Salesforce so that if you later generate a Sandbox from the
production instance, Conga will automatically transfer your l
icense information to the Sandbox.
Here’s how:


1.

Ensure that you’ve installed the latest version of the Conga managed package from the
AppExchange


2.

In your Production instance, copy your Salesforce Organization Id to the clipboard.

Setup

|
Company
Profile

|
Company Information
.


3.

Click
Setup

|
Develop

|
Custom Settings


4.

Click
Manage

for Conga
Composer


5.

If necessary, click
New

to
create a new record
,
otherwise
Edit


6.

For the Name field, enter
Conga Settings


7.

For the Production Org Id

field
, paste
the Orga
nization Id you copied in Step 2
.


8.

Save

the record


With
this established, when a new Sandbox is generated, it will carry with it the Id of your
Production instance.


Finally, the first time you click a Conga button from within the Sandbox, Conga will “see” that the
Sandbox is linked to another instance and automatically transfer account subscription dates and
template manager settings. User permissions are not transfe
rred; Conga user restrictions are
not enforced in Sandbox instances.







ADMINISTRATOR’S GUIDE



Page
12





Printing Labels using a Label Printer

You can print to many popular label printers including the
Brother QL
-
500 and Dymo
LabelWr
iter 400 single
-
label printers.


Most major label prin
ter manufacturers include printer drivers in their solutions and work well
with Microsoft Word.

Following their guidance, you can quickly create a Word
template to accommodate your label printer.

Using
Conga Composer

or
Conga Mail
Merge
, you can merge to
that template and print from within Word.












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ADMINISTRATOR’S GUIDE



Page
14





Integration with SpringCM™

SpringCM provides secure file sharing, document management, and collaboration services,
making it easy to add, find, share, and manage content
directly from standard or custom
objects in salesforce.com.




Easily add, share, and manage content directly from any two standard or custom
Salesforce objects.



Find and edit content folders, search and edit your documents in Microsoft Office.



Effortlessly
share content with iPad, shared folders, email links, and external review via
email.



The Conga Composer integration with SpringCM is not designed to retrieve or merge data
from SpringCM into templates and output files.
It provides the ability to distri
bute final merged output
files to SpringCM from within
S
alesforce.


SpringCM is available separately on the Salesforce AppExchange
®
. You must subscribe to
that service to take advantage of this integration.


Note:

The integration with SpringCM has not ye
t been implemented for Conga Workflow or
Conga Conductor.


Note:

As part of the SpringCM configuration, we recommend you enable “allow duplicate file
name” and “allow duplicate folder names” in the SpringCM Administration website.



SpringCM Parameters


PARAMETER

DESCRIPTION

SCMVisble=[0 or 1]

Makes the SpringCM button visible on the
Conga Composer

dialog box




If set to 0, the SpringCM button is not visible (default)



If set to 1, the SpringCM button is visible

DS7=8

Background Mode is enabled and the
merged document is saved in a
SpringCM folder, as defined by the SpringCM configuration rules







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LGAttachOption=3

Attaches a copy of the merged document to a SpringCM folder, as
defined by the SpringCM configuration rules


Requires:

LG4=1


Frequently used in

conjunction with the &LG3=2 parameter. Also
works with the &LGAttachmentParentId parameter.