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Saturday, June 2, 2012

Conga Composer - A how to do guide for first time users

What is Conga Composer?
As per the Official Site of Conga Composer - Conga Composer is the most popular document generation and reporting solution for Salesforce. With Conga Composer, Salesforce user and administrators are more productive, more in control, and more effective with everything they do.
Very truly so it provides the flexibility which at times is not available when using Salesforce's standard mail merge functionality. The data which one can pull out with Conga is incredible
The positives of using Conga are innumerable:-
1. Huge data set is at one's disposal
2. One can summarize data
3. Write complex queries for deriving data in a particular condition
4. Since one can upload a wide variety of documents created using word and excel so all the formatting richness provided by MS office can also be availed of in Conga.
5. Rapid report generation ( Though there is an initial learning curve)
So far so good but if you are using Conga for the first time the ride is bit bumpy and hence I will try to pen a route which will prove to be less hassle-some,but  that at no point means that the documentation provided by Conga is not good - its excellent. Its just that we humans are a bit lazy by nature and prefer quick-fix recipes ( at least I fall in that category at times) .
Hence let me put together what needs to be done from scratch to get Conga Up and running.
The steps for preparing (Having all the Packages installed for generating documents with Conga) the salesforce org are as follows:-
1. You need to go to AppExchange  - for "Conga". In the search results click for the app named "Conga Composer" . Alternatively just use the following link:-

2. Now since you have found the Conga App - click on the "get It now" button. Follow the wizard . If you already have a salesforce org click the options a) that you have a salesforce account b) you are the administrator  c) you want to install Conga in your existing production org (which may be your developer org too). You may change responses depending upon what you want to do.

3.Once you provide the credentials of the org where you want to install Conga you will be redirected to page which provides information about the application being installed and  the details of the org provided by you. Refer to the attached screenshot for clarity:-
Click on the install button to complete the installation and follow the installation wizard. Once installation is complete you will see that "Conga Composer" is shown in the drop down of apps in your salesforce org. See the attached diagram for clarity.
4. Once installation is complete and you click on the "All Tabs" you will notice two tabs have been added to your org viz:-
     a. Conga Mail Merge
     b. Conga Templates (v5)
Please refer to the attached screenshot.

5. In order to exploit the full prowess of  "Conga Composer" you will need "Conga Queries" and "Conga Query Manager". In order to find "Query Manager" follow the this link - here you will find listings of all the sister products of Conga. Click on "Get it now" linl next to "Conga Query Manager". You will be redirected to the "Salesforce Login Page" . Provide the credentials and follow the "Query Manager Installation" wizard.Refer to the attached screenshot.
Once the installation is complete , click on the "All tabs" again. You will notice another tab by the name "Conga Queries" has been added to your org. Refer to the screenshot for clarity.
Now we have everything ready to dive into "Generation of documents and /or Reporting" using Conga Composer. That we will cover in a follow-up blog of mine. Watch this space for a follow on this one ....

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