Overview of Conga Composer

Conga Composer is a document generation application that is installed within the Salesforce platform. Users can pull data from any object, custom or standard, and produce presentations, reports, surveys, and documents from a custom button that utilizes templates created in Microsoft Word, PowerPoint, and Excel.

Documents can be created with dynamic tables, charts, graphs, and images. Conditional content can be merged or shown and hidden based on business rules.

Users can automatically:

  • Log activities
  • Download documents to their local machine
  • Save documents to Google Drive
  • Email documents
  • Send documents out for eSignature
  • Create and assign follow-up tasks
  • Update fields

SOQL queries and reports can be built to augment the data being retrieved for your Conga Composer solution. If users are not familiar with SOQL, a wizard is available to create a SOQL query in 4 steps.

To find out more about Conga Composer you can visit their support page where you will find videos, articles, and documentation on the app.

Learn more about Conga Composer!