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How to create the Conga Composer Button

Create a Custom Conga Composer Button

Conga Composer includes sample buttons on the following standard objects so you can easily copy and paste the base URL into your button. 
  • Lead  
  • Contact
  • Account
  • Opportunity
  • Case
  • Contract                      
  1. ​From Setup, click Customize, select one of the above standard objects and click Buttons, Links, and Actions
  2. ​Click on the Conga Composer button and copy the four lines in the Button or Link URL field
3. Click back to the main Buttons, Links, and Actions menu and click New Button or Link

    
​4. For the label, enter something that will describe the kind of document you will create
    with Conga Composer, i.e. "AccountPlan" or "Invoice"

​5. For the Display type, choose either a Detail Page Link or a Detail Page Button

​6. In the Button or Link URL text box, paste the URL you copied from the previous button



7. ​Insert your object ID by choosing the field type from Select Field Type and the desired ID field from Insert Field

                 ​Note: ​For custom objects insert the Record ID ​field.
8. Click Save

​Tip: Your button URL must not contain spaces, particularly at the ends of lines. If it does, clicking your Composer button will result in a “404-Page Not Found” error.

​Tip: Conga Composer will retrieve all fields from the master object as well as different detail data sets depending on the object. For more information on what related data is available depending on your master object, read our article on master object related datasets. Composer can also gather additional data sets using Salesforce Reports or Conga Queries.
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