How to Update Permission Sets - Winter 20 Release
As early as January 2nd 2020, Salesforce will activate a security update that will impact many of our customers. In order to avoid any disruption to your Conga Products, there are some critical updates you’ll need to make to user permissions.
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How to Get Started with Grid
Video on getting started with Conga Grid
How to Add If Statements to Templates
Video on how to create IF statements in Microsoft Word templates.
How to Add Detail Regions to a Conga Composer Template
How to add detail regions to Word templates.
Conga Grid Overview
Do your Salesforce tasks require three monitors, dozens of tabs, and your whole afternoon? What if you could accomplish the same work in fewer clicks, a fraction of the time, and from a single screen?
Conga Composer Overview
With Composer, building fully customized, personalized documents is a breeze. Automate your document processes and cut down on—or, hey, maybe even eliminate—errors.
Conga Contracts Overview
Your CLM practice deserves an end-to-end contracting solution that accelerates negotiations without compromising on compliance! With Conga Contracts, automation will have you moving at lightning speed throughout each step of the contract lifecycle.