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How to create the Conga Composer button

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Document TypeSalesforce
Answer

Create the button

 

You’ll need to create a button (or link) from which you will invoke Conga Composer.

 

[image]1. Choose Setup | App Setup | Customize | [Object] | Buttons and Links

2. Click New in the Custom Buttons and Links section



 

[image]3. For the Label, enter something that will describe the kind of document you will create with Conga Composer, or simply enter Conga Composer.
 

4. For the Display type, choose Detail Page Button
 

 

5. In the URL text box, type or paste the Conga Composer Base URL:

https://www.appextremes.com/apps/Conga/Composer.aspx

?SessionId={!API.Session_ID}

&ServerUrl={!API.Partner_Server_URL_210}

&Id=

 

6. Append your object’s Id to the end of the URL (after Id=) using the Insert Merge Field list. For example, a Contact would require {!Contact.Id}, an Account would require {!Account.Id} and a custom object would require {!Record.Id} .
 

Tip! Always use the Insert Merge Field list to locate the desired Id field. This id is the Master Object Id.

 

Tip! Your button url must not contain spaces, particularly at the ends of lines

 

7. Click Save.

Tip! Conga Composer will retrieve all fields from the Master Object, automatically making them available for merging.

SourceDocumentation
ReleaseWinter 12
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