SECTIONS
Certinia can integrate with Conga Composer and Conga Batch to launch on-demand or scheduled Conga solutions in batches. We recommend that you use the following versions of Conga products with this version of Conga Connector:
- Composer v8.165 or above
- Batch v8.14 or above
You can download the latest versions of these products from the Conga website at https://conga.com/. For information on upgrading your Conga products, see the documentation at https://documentation.conga.com/.
Conga services are provided in accordance with Conga's published documentation, knowledge base articles and other content, and technotes that are generally made available by Conga to all customers on its website at https://conga.com/, including without limitation the materials located in the Community at congao.com.
If you want to use Conga Batch v8.13 or earlier, with Collections Plus, you must update the following Collections Plus (FF) custom settings:
|
Collections Plus Setting |
Required Value |
|---|---|
| Conga Batch URL Link | /apex/APXT_BPM__Conductor_Launch?id=
{!APXT_BPM__Conductor__c.Id}
|
| Conga Dashboard Page | https://conductor.congamerge.com?sessionId=
{!$Api.Session_ID}
&serverUrl=
{!$Api.Partner_Server_URL_290}
&uiscreen=dashboard
|
Conga Connector for Accounting
Conga Connector for Accounting provides templates so that you can immediately print and email:
- Sales invoices
- Sales credit notes
- Checks (cannot be emailed)
- Remittances
- Statements
Conga Connector for Accounting enables you to:
- Customize these templates to ensure that they meet your accounting requirements
- Create and print Word documents or PDFs
- Download and email bulk documents
- Schedule bulk printing
Conga Connector for Accounting, with Conga Batch installed, enables you to produce output using the following methods:
- List View button
- Object View button
Volumes
You can batch files from up to 1000 records for distribution as:
- Email attachments
- eSignature documents
- Salesforce record attachments, documents, Chatter files and Content
- Google Docs, Sheets, or Slides, or Google Drive
You can batch files from up to 50 records for immediate download as a single consolidated PDF or .zip file.
Conga Connector for Billing Documents
Conga Connector for Billing Documents lets you:
- Print Billing Documents to Microsoft Word
- Print Billing Documents to PDF
- Email Billing Documents to the Billing Contact identified on the Account
You can print and email Billing Documents individually, up to 50 at once using buttons on the list view, or up to 1000 at once using queries which can be scheduled to run automatically.