Additional Setup to Attach Customer Statement PDFs

To use Conga templates to attach customer statements to accounts and send customer statements as email attachments, you must:

  • Extract the Conga Solution, Attach Customer Statement PDF.
  • Create the Attach Customer Statement PDF button.
  • Create a new Conga Batch and associated formula field.
  • Add the Attach Customer Statement PDF button to your Account page layouts.

Extracting the Conga Solutions and creating the button are done as part of your initial installation and configuration of Conga Connector. For more information, see Installation

To create the Conga Batch and associated formula field:

  1. On the Cong Batch tab, click New.
  2. Enter a name for the Conga Batch.
  3. Click Save.
  4. Click Formula Builder.
  5. In the Master Object field, select Account.
  6. In the Output Mode field, select Attach to Master Record.
  7. In the Button / Link Name field, select Attach Customer Statement PDF.
  8. In the Formula Name field, enter a name for the field API, for example attachStatement.
  9. Click Create Field.
  10. Click Yes and then OK. The formula field is created and can be viewed on the Account object.

Add the Attach Customer Statement PDF button to your Account page layouts. For more information, see "Customizing Page Layouts" in the Salesforce Help.

Customer statements names are generated using the Conga Statement Attachments Prefix field in the Collections Plus custom setting, the Company Name and the Account Name in Accounting. For more information on configuring a prefix, see Setting up Collections

Note:

If your account names contain "&" or other special characters, Conga truncates the account name and deletes anything after the special characters.