conga quickmerge usage guide
TRANSCRIPT
© 2015 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.
Usage Guide Release 7 – Winter ‘13
Revised 21 August 2015
This guide describes how to utilize Conga QuickMerge™ to automate Conga Mail Merge® or Conga Composer® solutions.
Contact Support:
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Usage Guide
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Contents General Disclaimer ........................................................................................................................................ 3
Purpose ......................................................................................................................................................... 4
Before You Get Started ................................................................................................................................. 4
Goals ............................................................................................................................................................. 5
Install Conga QuickMerge ............................................................................................................................. 5
Using QuickMerge to Automate Conga Mail Merge ..................................................................................... 8
Select the Type of QuickMerge ................................................................................................................. 8
Document your Mail Merge Preferences ................................................................................................... 9
Save and Run Your QuickMerge Link ..................................................................................................... 12
Using QuickMerge to Automate Conga Composer® .................................................................................. 14
Select the Type of QuickMerge ............................................................................................................... 14
Document your Conga Composer® Preferences .................................................................................... 15
Save and Run Your QuickMerge Link ..................................................................................................... 17
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General Disclaimer
Conga Composer, Conga Mail Merge, and Conga QuickMerge 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-a-service 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 of Conga solutions is entirely represented by standard Salesforce user interface components when properly configured. Therefore, customers seeking the 508 Compliance VPAT documentation are referred to Salesforce.
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Purpose
Conga Composer® allows you to create documents from a button or link placed on a Salesforce.com page layout. It merges Salesforce.com data with Word, Excel, PowerPoint, HTML email, or PDF templates to create finished documents.
Conga Mail Merge® allows you to create and print documents, mailing labels, and envelopes from Salesforce.com for mass mailings.
Conga QuickMerge™ can automate both Conga Mail Merge® and Conga Composer® operations by expanding the scope of how they can be launched.
Before You Get Started
This guide assumes you are familiar with Conga Mail Merge and/or Conga Composer – how to set up a solution, build a template, utilize parameters, etc. If you are new to Conga Mail Merge and Conga Composer, please visit our support site for the following resources:
Conga Mail Merge QuickStarts Documentation Recorded Webinars
Conga Composer QuickStarts – Release 7, Release 8 Documentation – Release 7, Release 8 Recorded Webinars – Release 7, Release 8
YouTube Channel
Heads Up
Conga QuickMerge currently supports Conga Composer Word templates utilizing traditional (not text-based) merge fields. To utilize Word text-based merge fields with QuickMerge, please contact Conga support.
Warning
Conga QuickMerge Release 7 only runs Conga Composer and Conga Mail Merge Release 7 solutions (not Release 8). For Release 8 solutions please contact Conga Support.
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Goals
In this guide, you will learn how to simplify your merge processes with Conga QuickMerge. There are two sections, each with three goals:
Using Conga QuickMerge to Automate Conga Mail Merge Select the Type of QuickMerge Document Your Mail Merge® Preferences Save and Run the QuickMerge Link
Using Conga QuickMerge to Automate Conga Composer® Select the Type of QuickMerge Document Your Conga Composer® Preferences Save and Run the QuickMerge Link
Install Conga QuickMerge
Conga QuickMerge is available as a free add-on to Conga Composer or Conga Mail Merge. It is available as a separate, private AppExchange listing, accessible from the Conga Support site.
1. Visit the Conga QuickMerge installation page on the Conga support site and select the appropriate link according to your requirements (Professional Edition or Enterprise Edition for Enterprise or higher, Sandbox or Production).
2. Log in to the Salesforce instance to which Conga QuickMerge will be installed.
Heads Up
In this document, the reference “QuickMerge” refers to the Conga QuickMerge™ product while “QuickMerge Link” refers to the Salesforce.com object that is accessed to use Conga QuickMerge™.
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3. Click through the package installation wizard, selecting “Continue” and “Next.”
4. In “Step 2. Choose security level,” we recommend selecting “Grant access to all users.” If you
select one of the other options (“Grant access to admins only” or “select security settings”) you must ensure you grant access to the Conga QuickMerge object and its fields to any users who will be running Conga Composer or Conga Mail Merge operations from Conga QuickMerge.
5. Finally, click the Install button to complete the installation process.
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6. The QuickMerge Links tab will now display on the All Tabs view in Salesforce. Click this tab to access Conga QuickMerge.
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Using QuickMerge to Automate Conga Mail Merge
Select the Type of QuickMerge
1. Select the QuickMerge Links tab.
If you do not have the QuickMerge Links tab set up in your quick tab options, click on the + tab to see a list of all available tabs.
2. Click on the New button to create a new QuickMerge record.
3. Select MassMerge
from the Record Type of new record picklist and click on the Continue button to go to the next page.
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Document your Mail Merge Preferences
Information section
1. Title: The name of
the QuickMerge operation. Optionally, provide more detail in the Description field.
2. Link Type: you have the option to perform PointMerge or MassMerge operations. For this exercise, select the MassMerge option.
This is the main QuickMerge page. Here you will document your preferences for the Mail Merge operation.
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MassMerge Settings Section 3. Template Id: The
Salesforce ID of the template to which you are merging.
4. Report Id(s): The Salesforce ID of the report you are using in your Conga Mail Merge operation, which identifies the records to be included You may use only one report ID.
5. Envelope/ Label Template Id: If you are using custom templates for either of these options, the ID will go here.
6. Bypass Wizard: This allows for one-click merging; enable this option to skip the to the last step of the Conga Mail Merge wizard to download your merged file(s).
The Salesforce ID is the last 15 characters of the Salesforce URL for that template or report.
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Output Settings and Log Activity Settings
7. Default to PDF?: Allows you to default the output to a PDF format.
8. Force Output as PDF?: Allows you to force the output to PDF and it cannot be changed back to Word output.
9. Log Activities section: With these options enabled, Conga Mail Merge will log completed and/or follow-up tasks against the Master records included in your merge process.
Automatic Logging does not work for Labels or Envelopes. To log activities when creating labels or envelopes, uncheck the “Automatic Logging” checkbox and manually click the Log Activities button on the download page (step 7) of the Conga Mail Merge wizard.
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Save and Run Your QuickMerge Link
QuickMerge Link Detail page
1. Click on the Launch button from the detail page.
QuickMerge Links Home page
1. Each QuickMerge record can be initiated by clicking its Launch button from the QuickMerge Links home page on the QuickMerge Links tab.
Once the setup is complete, you can run QuickMerge. A QuickMerge operation can be initiated from either:
the QuickMerge Link detail page
the QuickMerge Links home page on the QuickMerge Links tab
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2. Once the Launch button is clicked, the download and print window will display showing the preferences chosen on the QuickMerge record. Click the appropriate button(s) (Letters/Documents, Labels, Envelopes) to download your file(s).
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Using QuickMerge to Automate Conga Composer®
Select the Type of QuickMerge
1. Select the QuickMerge Links tab.
If you do not have the QuickMerge Links tab set up in your menu, click on the + tab to see a list of all available tabs.
2. Click on the New button to create a new QuickMerge record.
3. Select
PointMerge from the Record Type of new record picklist and click the Continue button to go to the next page.
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Document your Conga Composer® Preferences
Information section
1. Title: The title of the
QuickMerge operation. Optionally, provide more detail in the Description field.
2. Link Type: You
have the option to perform PointMerge or MassMerge operations. For this exercise, select the PointMerge option.
This is the main QuickMerge page. Here you will document your preferences for the Composer operation.
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PointMerge Settings Section 3. Report Id: The
Salesforce ID(s) of the report(s) you are using as a data source. You may specify multiple report IDs, each separated with a comma (do not use spaces). Typically, you’ll want to include “?pv0=” after each report ID to indicate to Conga Composer that you do not wish to pass the Master Object ID (in this case, the QuickMerge Link record ID) into the first filter of the report.
4. Template Id: The Salesforce ID of the template to which you are merging data. You may not enter multiple template IDs.
5. Other Parameters: The Conga Composer® parameters you are using for this solution.
The Report Id and Other Parameters settings cannot contain spaces.
Literal spaces (e.g. within file names) can be specified using plus signs (+).
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Save and Run Your QuickMerge Link
QuickMerge Link detail page
1. Press the Launch button on the QuickMerge Link Detail page.
QuickMerge Links home page
1. Each QuickMerge
record can be initiated by clicking its Launch button from the QuickMerge Links home page on the QuickMerge Links tab.
Once the setup is complete, you can run QuickMerge. A QuickMerge operation can be initiated from either:
the QuickMerge Link detail page
the QuickMerge Links home page on the QuickMerge Links tab
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2. When you run QuickMerge, it takes you directly to the Conga Composer® dialog box to generate your documents.
3. The selections that you entered in the QuickMerge Link will be entered in the dialog. Click the appropriate action button (Merge, Email, Log Activity) to complete the merge process.