Streamline Your Workflow with Conga Composer & Apex Automation

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Discover the power of Conga Composer, the leading document generation tool for Salesforce, in this comprehensive tutorial on automating Conga Composer using Apex Code. You'll learn how to streamline your document generation process in a step-by-step manner, making it easier and more efficient than ever before. With this tutorial, you'll be able to automate the process of generating documents with Conga Composer and Apex Code in no time!
In this tutorial, you'll get a hands-on demo of sending a merged document using the Salesforce Email Service. You'll see how Conga Composer and Apex Code work together to create a seamless and streamlined document generation process. The demo will showcase how you can use Conga Composer and Apex Code to automate the process of generating documents and sending them directly from Salesforce.
Conga Composer is one of the most powerful document generation tools for Salesforce, and automating it using Apex Code takes it to the next level. With this tutorial, you'll learn how to unlock the full potential of Conga Composer, making it even easier to generate and send documents. Whether you're a beginner or an experienced Salesforce administrator, this tutorial will help you take your document generation process to the next level.
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Chapters:
0:00 Intro
1:40 Demo
2:36 Salesforce Setup
6:29 Conga Solution
7:12 Apex Code
10:15 Apex Trigger

[@JustinWills]

Please see the source code for here: github.com/jawills/Conga-Document-Automation

[@CRMCapitoleEnergie]

Hello, great video. Do you know how can I add the custom buttom to a autolaunched flow so I can Add it to the new Action Button in another screen flow ?
What I want to do is : Create a record via a screen flow and within the same screen, allow users to create a document via the new Action Button (via a subflow).
I know this is a new feature, but maybe you have a workaround.
Thanks

[@JustinWills]

If you can use a screen flow to make the conga callout, then you can use the first page to create the record, then the second page to make the callout, passing in the record id of the newly created record.
I have not worked with screen flows using conga but this would be the approach I would take.

[@AlejandroGonzalez-np4sq]

Hey, great tutorial, do you know if it is possible to call the API passing the conga solution ID? I would like to store all the queries, template, etc in the solution and just pass that from my Apex HTTP call

[@JustinWills]

Hi,
No this is not possible because the Conga Solution is an easy way to select how you want the button / action to perform, then creates a button that calls out to the same url with all the template ids / parameters.

[@ansumanpujari1624]

Hello do you have any idea about Conga Batch?

[@johnhiggins8146]

When I login as community user, and update opportunity, then the callout will failed, show error "error:Unknown", is it the community user(external user) sessionId is invalid? How to handle it?

[@JustinWills]

Does the community user have a conga license?

[@johnhiggins8146]

Currently, I used the trail version for Conga Composer, it looks like no some license, I just refer your code, and when I use the admin user to update record in the salesforce, the callout will works fine, but when I use community user to update record in the portal, the call out will failed. I have no any idea about this error.

[@JustinWills]

@@johnhiggins8146 As long as the status of the trial is active this code works fine. There is a license that each user needs to have assigned to them to run conga code.

[@johnhiggins8146]

@@JustinWills Do you know how to assign the license to the user use the conga code? I checked your demo code, it looks just callout directly, no code for assign license to user.

[@JustinWills]

@@johnhiggins8146 The license is assigned in the Salesforce setup panel.