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Questions tagged [conga]

Conga Composer is a document generator that lets you create templates & produce consistent, on-brand documents automatically in one click, using any standard or custom Salesforce object. It is available on the AppExchange.

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Conga Composer Attachment creation Lightning Component

I'm trying to generate a PDF attachment using conga composer and attach it to my custom object. Find below the apex code used to construct the URL : Map<String, String> parameters = new Map&...
Shri's user avatar
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2 votes
0 answers
1k views

How do I avoid losing text and formatting when generating a document using conga composer?

I use conga composer to generate agreements. However, some of the formatting is lost in the process of generating the agreement from the template. There doesn't seem to be a pattern to the lost ...
Lynn's user avatar
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1 vote
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809 views

How to fetch multiple selected record Id in conga composer from visualforce page?

When i selected multple record and click on the Button then On redirect conga composer then showing this error like:Not authorized. The [a0q6C000005aoY3QAI, a0q6C000005aoXoQAI] parameter ID is not ...
HKV's user avatar
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1 vote
0 answers
1k views

Community Session ID not correct when generating Conga Composer URL by APEX

We have a solution where a user (Authenticated) is logged into a Partner Community Site (.force.com) and clicks on a button (custom APEX class) to generate a URL to use conga composer (and send via ...
Kaitewright's user avatar
1 vote
1 answer
768 views

Conga usage statistics

I'm generating documents with custom button which leads to Conga composer. Is there any way I can get a statistics/report - how many documents were generated using this button, or using Conga in ...
Julia K's user avatar
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1 vote
0 answers
256 views

Conga Composer - Having a page editable in the Word Document when WPD=1

We are using the Conga Composer to generate Word documents, one of the requirements is to make the Word document read-only for which the parameter WPD=1 parameter is being used. An addendum to this ...
Shamkrishna 's user avatar
0 votes
1 answer
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Conga Error: There was an issue getting the Master object record details

I recently moved some of my users from custom profile A, to custom profile B plus a permission set group. These users already had access to conga, specifically a button that one clicks and a document ...
Steven Nsubuga's user avatar
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22 views

Conga: Merging multiple quotes into 1 order form

Use case: I want to amend multiple active contracts on one Account while keeping their distinct dates (not co-terming). The problem is I have to manually merge the documents so the customer can see ...
SMAdmin's user avatar
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78 views

Not able to use {{HYPERLINK:FieldName:DisplayText}} for my conga merge field

I have a conga query. I want to use a conga merge field fetched from that conga query and display it as a clickable link in my conga template. The conga merge field (URL field in salesforce) that i ...
Isha Khandelwal's user avatar
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40 views

How to track exception of Conga Document generation in Screen flow or LWC?

If the user has clicked on a link to generate a conga document if the user closed the conga window or if the user got an exception while generating a conga document. How can we handle these scenarios ...
Shubham Chaudhary's user avatar
0 votes
1 answer
378 views

Field must be grouped or aggregated: Name?

I'm working on a query for an invoice template. We want for the "main" products to be displayed on the same list and the one time fees products to be displayed on an other list. We have ...
Audrey's user avatar
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359 views

Assistance with GROUP BY SOQL Query

I have created a Conga Composer SOQL query that takes a bundled product with recurring and non recurring items, sums them by charge type, and masks the child products with the bundle parent name and ...
90'sProSkater's user avatar
0 votes
1 answer
182 views

Please help with a subquery that includes Order By and a second child relationship

I've learned a lot about Salesforce querying but also have a lot to learn. I hope this question is clear. I have a lookup relationship where Restrictions__c is the parent and Actions__c is the child (...
Lynda's user avatar
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0 votes
1 answer
511 views

how to write congacomposer endpoint url in apex class

I am trying to write callout to connect congacomposer, didn't get any error but it showing url not specified properly in debug logs. The same url I used in generate button click. it is worked. please ...
Ramani Sreedharala's user avatar
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718 views

Conga Conductor Launch from Apex Class

I am currently trying to fire a Conga Conductor Batch from an Apex Class. I've gone over the documentation and other Salesforce Stack exchange questions. I can get individual records with Conga ...
MMeadows's user avatar
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2 answers
943 views

how to assign conga composer button to particular user/profile?

I have one pdf formate conga composer button that button only can see a read-only profile and another button default formate conga composer button assign some particular user how?
pratap's user avatar
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1 answer
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Issue with Conga Subquery not returning the correct value in a detail table

I'm having an issue with where a value from a subquery in a conga query is not returning the correct value in a detail table. I tested the conga query in Salesforce query editor and its working ...
samitaf's user avatar
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1 answer
1k views

How do you link a custom object to docusign created through Conga Composer

I am having all sorts of fun with Conga Composer and Docusign in Salesforce. I have a template populating fine and a docusign document being delivered perfectly. The one last piece I am trying to ...
Hugh's user avatar
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0 votes
1 answer
215 views

EMAIL: After I press "Send"email, screen empties and email isn't sent

this is weird and I hope you guys can help me. Sandbox - email is activated using URL to get to this screen (via Conga Composer) Pressing "send", empties the screen and changes URL. Pictures and URL ...
RC82's user avatar
  • 595
0 votes
1 answer
512 views

How to retrieve Image from specific row using with Nth Row in Conga?

I have table that store image url together with other data.I want to display it together with other data in PowerPoint.I know that I need to use {{IMAGE:URL_PICTURE}}.But with this,how I can know this ...
unidha's user avatar
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3 answers
354 views

Is there any way to use conga templates in drawloop?

We have been using Conga composer to generate documents.We want to switch to drawloop.So is there any way to use conga templates in drawloop?
Teki's user avatar
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-1 votes
0 answers
27 views

Impact of Sandbox Refresh on Conga Product

I’m curious about the impact of refreshing a sandbox environment on the Conga product. Will refreshing the sandbox cause any issues with Conga's functionality, such as data loss or configuration ...
Pravin Aswar's user avatar
-1 votes
1 answer
177 views

SOQL To Get Account fields associated with an Opportunity Contact Role to Opportunity Object

I'm looking to see if there is any way to access the Account Fields (ie: Account_Billingaddress) associated with the Opportunity Contact Role from the Opportunity Object. Opportunity->Opportunity ...
Jeremy D's user avatar
-1 votes
1 answer
946 views

Conga Query get all contacts from Opportunity record

Using soql how can I get all the contacts from account via Opportunity object ? I have my button on Opportunity do i need subqueries for this scenario ?
King's user avatar
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