Rits Brown Bag - Conga Composer
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Conga Composer is a tool for generating documents from Salesforce data. It allows querying data from multiple objects and integrating it into Word or Excel templates using placeholders. Templates define the document structure and format using placeholders that are replaced with dynamic content during document generation. The Template Builder assists with template creation by listing available fields. Tips are provided like minimizing logic in templates, using HTML for formatting, and testing templates in the preview before uploading.
Rits Brown Bag - Conga Composer
- 3. What is Conga Composer and why you should use it How it works Highlights
- 11. 1111 When the Conga process is invoked, a series of events take place: Template analysis – the template is analysed for inconsistencies that can cause process errors. Conga queries and data gathering – the datasets are populated with data from the main object and Conga queries. Data merging with template – the merge fields and placeholders are replaced in the template by runtime data. Output polishing – the output file is saved and attached to the Salesforce record from which the process was invoked. Get in the Conga line – Generate Documents
- 13. 1313 Avoid as much logic in the Word template as possible. Reduce {IF…} clauses to a minimum, as they take a lot of processing time in Word. Instead, prepare the data in Salesforce (Formula fields, Apex, etc.). Conga will only support TTF embedded fonts. Convert from OTF if necessary. Conga supports HTML. Use it to format the text with <b>,<br>,<hr>,etc. Avoid formatting text directly in Word template if it’s a conditional formatting. Formatting text, chapters, headings can be painful if done conditionally with {IF…} clauses. Avoid new lines (¶) inside conditional text blocks, as they will create unwanted empty lines even if the condition is false. Instead, use the merge fields {quote 10} for new lines, {quote 9} for tabs and {quote 12} for page break. Headings for the ToC can also be build with HTML. Tags like <h1> and <h2> will be recognized by the Word template and will show in the output accordingly. Do not include text with “quotes” in a field that will be processed by a {IF…} condition in the Word template. It will fail with unpredictable results. Instead, escape the “ with a like this: “this a valid ”text block” for Conga”. Use the Template Builder Preview button to test the process. It’s must easier than uploading the template manually, each time a change is made. There are 2 main Conga servers available: US and EU. EU has revealed itself to be much faster for EU based customers. A simple Conga URL change in the Org may decrease overall processing time in 50%. Press Alt+F9 to show/hide Word merge fields. Advice: always show. Press Ctrl+F9 to create Word merge field - Simply typing the characters { } will not work! Due to this, text blocks with { } will not work because Word will process it as text and not as a merge field. Keep Word paragraph marks on, or some functionality might not be visible: ¶ Word Merge fields ({ }) can be selected as a whole if the { } are selected. Copy and Paste is only possible inside Word. If you need to copy it to another place, select the inside text only. Learn some Conga dance moves – Tips & Tricks
- 14. © 2017, Right IT Services. All rights reserved Rua Odette Saint Maurice Lote 3B | Edifício L | Escritório A | Piso -1 | 1700-097 Lisboa | Portugal | +351 218 232 261 WHEN YOU HAVE TO DO IT, DO IT RIGHT © Right IT Services. All rights reserved Rua Odette Saint Maurice Lote 3B | Edifício L | Escritório A | Piso -1 | 1700-097 Lisboa | Portugal | +351 218 232 261 WHEN YOU HAVE TO DO IT, DO IT RIGHT © Right IT Services. All rights reserved Rua Odette Saint Maurice Lote 3B | Edifício L | Escritório A | Piso -1 | 1700-097 Lisboa | Portugal | +351 218 232 261 Marcelo Carvalho - Technical Architect Conga Composer Friday, 15th September 2017 Salesforce Integration