![]() 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. 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. Expand your document creation beyond the Salesforce ecosystem with a document generation solution equipped with dozens of. The other approach will be to use a 3rd Party Apps like Conga Composer. 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 document format is not too complex and.You just want to generate documents in 2 or 3 different formats.We have partnered with Conga to provide a tool for planning and. And this is not a bad option if your requirements are fairly simple. Conga Composer is one of the leading applications available on the Salesforce AppExchange. The other option that you have for generating documents from Salesforce is to use Visualforce pages, rendered as PDF. 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. 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. Conga released the new managed package to the AppExchange on March 22, 2023. Customers can also update to the latest Conga Composer Salesforce managed package before the May 16, 2023, automatic update. Conga is a 3rd party and one of the best selling apps on Salesforce marketplace AppExchange. On May 16, 2023, Conga will automatically upgrade all customers' Conga Composer Salesforce managed packages in sandbox and production environments. then using Conga Composer in Salesforce is the way to go. ![]() If you want to generate pixel-perfect rich documents in Salesforce like quotes, invoices, contracts etc. ![]()
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