Step By Step Guide On Getting Started with Conga Composer in Salesforce

If you want to generate pixel-perfect rich documents in SaConga Composerlesforce like quotes, invoices, contracts etc. then using Conga Composer in Salesforce is the way to go. Conga is a 3rd  party and one of the best selling apps on Salesforce marketplace AppExchange. Generating documents using Conga will be a breeze and this step-by-step guide will get you up and running in less than 45 minutes.

To understand Conga a little more in detail, let’s watch the following video  (runtime 1:57 minutes) and we’ll then talk more about it.

The other option that you have for generating documents from Salesforce is to use Visualforce pages, rendered as PDF. And this is not a bad option if your requirements are fairly simple. Like

  1. You just want to generate documents in 2 or 3 different formats
  2. The document format is not too complex and 
  3. The format does not change often. It is fairly static

The main problem in going with the Visualforce approach is that you will need to engage a developer to build this for you (which is going to take time and money), there is going to be maintenance overheads when you want to make changes to the format and the approach will not be scalable if you have multiple documents in multiple formats that you want to generate. 

The other approach will be to use a 3rd Party Apps like Conga Composer. Once installed and setup, all you will need to do is to define the document template using Microsoft Word, Excel or Powerpoint and marry it with the data in Salesforce.  How, I hear you ask? Here is a step-by-step guide on how to install Conga from AppExchange, configure it, customize it and use it – all in less than 45 minutes.



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And here are the links to useful resources on Conga

  1. Conga on AppExchange – https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016b7FEAQ
  2. Conga Website – https://getconga.com/
  3. Conga YouTube Channel – https://www.youtube.com/user/CongaMerge

Change Log:

  • Reviewed & revised – January 2021
  • 1st Published – February 2019

16 thoughts on “Step By Step Guide On Getting Started with Conga Composer in Salesforce”

  1. Hi,
    I am getting below error once i click on the merge fields .

    Failed to get the merge fields from the template: a0F5j000000kYqHEAU. The document appears to be corrupted and cannot be loaded.

  2. Hello

    I have changed my query but now I want to retrieve the old one. So is it possible to do and if yes, could you please share the tip how i could do it.

    Thanks

    1. Hi Priyanka, I have never tried that and don’t know if it’s possible or not. Your best bet will be to reach out to Conga and check with them. Sorry, I am not of much help here.

    1. Ashish Agarwal

      Hi Aniket, the first section of the step-by-step guide “Install Conga Composer from AppExchange” shows how you can install Conga from AppExchange. That is how you get the free trial. You can then decide whether to buy or not after the free trial expires.

  3. Ashish
    I’m using a trial version of conga composer on my professional version of Salesforce. I’m getting the following error when trying to create a solution:

    SObject row was retrieved via SOQL without querying the requested field: APXTConga4__Conga_Solution__c.APXTConga4__Composer_Parameters__c
    Error is in expression ‘{!createFullButtonString}’ in component in page apxtconga4:composersolution: (APXTConga4)

    Can you help me with this?

    Grant

      1. Hi! This error is in full sandbox right? It’s because remote sites have not been successfully created (maybe a fresh sandbox, or just first time in a sandbox).

        You will need to create remote sites manually. The easiest way is to go to the Edit (User Guided) button. They will prompt you to click auto create remote sites – instead of auto creating it – click on the more prompt and to reveal the steps to create them manually. The prompts will take you to a new page to “Save” a new remote site record and at least one of them will error out because another site record with the same API name exists. Rename your remote site record and save that.

  4. Hi Ashish,

    I am having this error.
    Oops, there was an error rendering Canvas application [Conga_Composer].
    Your browsing session has ended or is invalid. Please re-login to Salesforce.com again.

    Can you please help me with this.

    Kind Regards,
    Yusra

    1. Aleksis Kasperavicius

      Thanks for writing this response! It helped me fix the same problem in production after an SF upgrade broke something. Searching on the cryptic error message returned _only_ this thread! I just deleted the old and re-created all of he Conga site settings using their little tool, and problem was solved. Thanks!

  5. Pingback: How to Configure E-Signature in Salesforce with DocuSign

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