Conga Composer Storing Merge Templates

Conga, Inc.
[email protected]
Conga Composer
Storing Merge Templates
Release 7 - Winter '13
Welcome
Conga Composer lets you generate documents and spreadsheets by gathering data from
Salesforce and merging to a template. The resulting file(s) can be printed or emailed and you
can log the actions you’ve taken in Salesforce.
Conga Composer solutions let you create individual documents by clicking a button from a
record in Salesforce.
Contacting Conga
Conga is a leading provider of software solutions to enrich your Salesforce experience,
specializing in document creation tools that integrate data from Salesforce. Founded in 2006,
Conga has since built a substantial market presence with thousands of customers worldwide.
Technical Support
At Conga, we are committed to providing you with timely answers to your technical support
questions. We provide support to system administrators for our products via email or
telephone. Generally, we’re available weekdays, during the following hours:
North America
Support Hours: 8 a.m. – 8 p.m. Eastern Time
Tech Support Email: [email protected]
Telephone: +1 303-465-1616 or (866) 502-3334
Europe, Middle East, Africa (EMEA)
Support Hours: 9 a.m. – 5 p.m. British Time
Tech Support Email: [email protected]
Telephone: +44 20 3608 0165
Asia / Pacific (APAC)
Support Hours: 9 a.m. – 5 p.m. Eastern Time
Tech Support Email: [email protected]
Telephone: +61 28 417 2399
Sales
For information on other products from Conga, please contact our New Business team:
Sales Information Email: [email protected]
Telephone: +1 303-465-1616
© 2014 Conga. All Rights Reserved. Conga, Conga Suite and Conga Composer are all
trademarks or registered trademarks of Conga, as are other names and marks. All other
trademarks or registered trademarks are the properties of their respective owners.
Resources
Examples:
For detailed examples, including sample templates, report designs and sample output, please
download the Conga Composer Examples file.
Articles and Videos:
Conga provides an online knowledgebase and YouTube channel that are available 24X7 to
help you answer questions.
QuickStarts:
Want to get started right away? Our Quick Start Guides will help you quickly generate your
first Conga Composer solutions.
To learn more, go to our Conga QuickStart Library.
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Table of Contents
General Disclaimer .............................................................................................4
Storing Merge Templates ...................................................................................5
Conga Template Manager ............................................................................................ 5
 To create a Conga Template Record: .................................................................. 5
Salesforce Mail Merge Template Repository.................................................................... 6
Your local drive or network directory ............................................................................ 7
Conga Email Template Manager ................................................................................... 8
Conga Winter '13 Release
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Storing Merge Templates
General Disclaimer
Conga Composer solutions depend on and leverage technology from a multitude of software
and hardware vendors including but not limited to salesforce.com, Microsoft, Google, and the
providers of various Internet browsers (“Third Party Technology”). Output from Conga
Composer solutions can be impacted by these and numerous other factors beyond the control
of Conga, including:
 Template design errors in Microsoft Word, Excel, PowerPoint templates, PDF Forms or
Conga HTML email templates

The nature and scope of data and/or images being retrieved for merging into templates

Individual user’s browser, network, ISP and/or hardware settings (see Conga Composer
Installation and Administration Guide for additional details)

The use of any encryption gateways or appliances that require any re-direct of Conga
Composer traffic

The availability and performance of the salesforce.com service and other software-as-aservice solutions such as eSignature, eCommerce and other AppExchange products, and
periodic updates, enhancements or other changes to such services made by their
respective vendors

Salesforce.com security settings including User Profiles and Permissions, folder and
object access and field-level security

Internet performance, regional and even global outages
For these reasons, Conga cannot guarantee that your particular implementation of
Third Party Technology and Conga technologies – even if configured based on
Conga documentation and/or guidance offered by Conga Support personnel – will
perform consistent with your expectations or requirements, or provide the output
you require. Accordingly, Conga disclaims any and all liability resulting from, or
related to, performance issues associated with Conga products to the extent arising
from your implementation, configuration, or the behavior of Third Party
Technology.
508 Compliance
Conga Composer is an installable package from the Salesforce AppExchange, which
integrates with an individual customer's existing implementation of Salesforce. When
properly configured, Conga Composer will run within an existing Salesforce instance without
the need to view, manipulate or configure the application outside of the Salesforce user
interface.
The use Conga solutions are entirely represented by standard Salesforce user interface
compliance when properly configured. Therefore, customers seeking the 508 Compliance
VPAT documentation are referred to Salesforce.
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Storing Merge Templates
A file-based merge template, regardless of type (Word, Excel, PowerPoint or PDF), may be
stored in either of these locations:



The Conga Template Manager (recommended)
The Salesforce Mail Merge Template Repository
Your local hard drive or network drive
Conga Email Templates must be stored in the:
 The Conga Email Template Manager
Conga Template Manager
The Conga Template Manager (“CTM”) is a custom object, included with Conga Composer, in
which merge templates can be stored.
Note: You must enable the Conga Template Manager on the Conga Setup page.
Salesforce Setup | View Installed Packages | Configure for Conga Composer.
The CTM has many advantages:
 Attach any kind of
template (Word, Excel,
PowerPoint or PDF)
without having to alter
the file extension

Use Salesforce security
to limit visibility of
templates to certain
users

Specify up to three fields in Salesforce to update after a merge operation – helpful in
advancing a workflow status field

Change the attachment related to a Template Record, without changing its Salesforce
Id, which is beneficial if you’ve referenced the Id in a Conga Composer URL
Access the Template Repository by viewing the “Conga Templates (v5)” tab in Salesforce.

To create a Conga Template Record:
1. Ensure that you’ve enabled the Conga Template Manager on the Setup page (see
above)
2. Open the Conga Templates (v5) Tab. Click New to start a new Template record
3. Enter a name and description. Click Save.
4. Upload your template by clicking Attach File.
5. If you want to reference this template from a Conga Composer button, copy its
Record Id to the clipboard and paste it into a Conga Composer Button URL after
“&TemplateId=”.
Conga Winter '13 Release
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Storing Merge Templates
Salesforce Mail Merge Template Repository
The Salesforce Mail Merge Template repository can be found at:
Setup | Administration Setup | Communication Templates | Mail Merge Templates
To load a Word template into this repository, click New Template, enter a descriptive name
and attach the file.
To attach an Excel or PDF file, however, you must alter the file extension of your template
because the Salesforce repository only allows files that have a “.doc” extension to be
uploaded.
Note: The Communication Templates is enabled by default on the Conga Setup page.
We highly recommend that you enable the Conga Template Manager and de-activate
Communication Templates.
Tip! Make a backup copy of your template before proceeding.
You can work-around the restriction in this way:
1. Start Windows Explorer
(right-click My Computer,
then choose Explore).
2. In Windows Explorer, disable
Hide File Extensions by
choosing Tools | Folder
Options then View (tab),
uncheck Hide extensions
for known file types, then
OK
3. Rename the template and
enter .doc after its regular
extension, resulting in a file
that ends in either “.xls.doc” or “.pdf.doc”.
Tip! Do not use “.docx” as the faux file extension -- use “.doc”
4. Upload the renamed file to the Salesforce repository
Example:
A template named “Quote Template.xls” would become “Quote Template.xls.doc”.
A template named “Quote Template.xlsx” would become “Quote Template.xlsx.doc”.
Tip! To re-open the local file, you’ll need to either remove the “.doc”
extension or open the backup copy.
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Your local drive or network directory
You can select a file from your local drive or a network directory.
Tip! This option is very convenient particularly when designing Conga Composer templates
because you can perform a merge and observe the results. If changes are necessary, tweak
the template and save it, then switch back to Conga Composer and click Merge again. You
can bypass the tedious operation of uploading the template to the Salesforce repository.
Conga Winter '13 Release
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Storing Merge Templates
Conga Email Template Manager
The Conga Email Template Manager custom object is a significant addition to Conga
Composer. With this new custom object, you can create Conga Email Templates that
work a lot like Conga templates built in Microsoft Word. For more information about
designing Conga Email Templates, please see the document on creating Conga Email
Templates.
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