Are you using Salesforce Files to store documents? Are you using Conga Composer to create complex mail merges in Salesforce? Did you know you can...
Archive for category: Conga
01.092014June 26, 2017
Generate Mail Merge Documents from a List View
Conga is part of the apps we recommend for most Salesforce implementations we do. We typically use it to generate Mail merge Documents (think about...
12.072014October 22, 2014
Controlling Merge Template Clutter with Conga Composer
Most Salesforce implementations we do include recreating merge documents to be generated from within Salesforce. Many of our FoundationConnect clients have extensive merge document requirements...