Keep Your Dates and Times in Line with Conga's TODAY & NOW Fields
Following along with the popular New Year’s resolution to get skinny, I’m going to keep this post short and sweet. There are two ways to reference a date and/or time in your documents: Use Conga’s...
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Using Chatter Publisher Actions with Conga Workflow in Salesforce1
Happy New Year, everyone. We’ve got a big year coming up here at Conga and I’m excited to kick it off with a very topical edition of Tips & Tricks. Since the launch of Salesforce1 last November...
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Supercharge Your Custom Report Types by Adding Related Fields via Lookup
Have you ever struggled to include all the data you need on a single Salesforce Report? We sure have, and we’ve seen quite a few of our customers face similar challenges. Today, I want to introduce...
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3 Document Generation Needs All Nonprofits Share
This week we're over on the Idealist Consulting blog talking about the document creation challenges of running a nonprofit organization and three common document requirements: Batches of Thank You...
View ArticleSalesforce Denver User Group Q1 2014 - Live Blog
12:00pm MT - The Denver User Group is back at the Conga Ranch today. We’re honored to host, but we’re quickly running out of space. If anyone in the downtown Denver area has space for our 190 and...
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How to Convert a Salesforce Custom Button to a Formula
Happy Friday, everyone! Before we crack into today’s edition of Tips & Tricks, I want to extend a big thank you to everyone who made it to the Denver Salesforce User Group meeting last week...
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How to Use Conga Composer with a Custom Object
In this edition of Tips & Tricks we’re going to keep things short, sweet and informative. Today, we discuss how to use Conga Composer with a custom object in Salesforce. One of the most...
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5 Ways to Automate Template Selection for Conga Composer with Formulas
We talk a lot about one-click solutions over here at the Conga ranch. And with good reason – enterprise software isn’t always sexy, but automating complex business processes to drastically simplify...
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It's Here! Conga Composer Release 8 is Live
It’s here! Conga Composer Release 8 is now generally available on the Salesforce AppExchange and we couldn’t be more excited about it. I want to first extend a big thank you to everyone who took the...
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3 Ways to Use Conga Composer's New Integration with Google Drive
One of the most exciting new features available in the latest release of Conga Composer is the integration with Google Drive. This integration opens up a whole new set of possibilities when it comes...
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Build Word Templates like a Pro with Text-Based Merge Fields
We’re lucky to have the opportunity to work directly with our customers quite a lot here at Conga, and a good deal of that time is spent helping create Conga Composer templates. Word templates have...
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Conga Solutions for Any Industry
Hello Conga Blog readers, my name is Kristina Schroffel and I am the newest blog contributor and member of the Conga marketing team. I am excited to share blog posts with you, while continuing to...
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Improve Your Salesforce Data Quality - A Lesson in Constructing Picklists
Today we’re going to depart from Conga-specific tips to talk about an important issue that affects nearly every organization that uses Salesforce, whether a Conga customer or not – data quality....
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How Conga Uses the Conga Suite: Invoice Reminders
Hi Conga blog readers! I'm Melissa. I was a Business Analyst at Conga and am excited to now be helping the Marketing team. I'll be sharing some posts now and then. Thanks for taking the time to...
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Deep Dive: Conga HTML Email - Part 1
It’s a situation many of us are very familiar with. You’re on the phone with one of your customers. The conversation starts to wrap up. You: “Sure thing, I’ll send you a usage report as soon as we...
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Deep Dive: Conga HTML Email - Part 2
Welcome to the second and final installment of our deep dive on Conga HTML Email Templates. I covered three useful features for HTML Email templates in last week’s post, and today I’ll be taking you...
View Article7 Ways Your Small Business Can Use Conga Composer!
Small businesses can fully automate many processes using Conga solutions. Conga Composer® is a game-changer for many small businesses and is a tool that can help your company scale faster and work...
View Article2 Ways to Save Your Media Company Thousands
In the fast-paced, transaction heavy advertising industry, the ability to provide quick, customized and accurate customer responses is a major competitive advantage. It can be the difference between...
View ArticleHow Conga Uses the Conga Suite: Scheduled Reporting
Your executive team would like four different Salesforce reports to arrive every Monday at 9am. You’re cruising through the process of scheduling the reports, and everything looks great. Except, hold...
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Conga Composer: Magnet 360 Success Stories
Kari Lessard, Business Analyst at Magnet 360, joins us to describe how they delivered three highly-successful Conga Composer solutions to three different clients. It’s obvious that Salesforce is a...
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