The Wonderful World of Conga Composer Parameters

As the insanity that would be the year 2020 begins to wind down, now is a great time to reflect on all that you’ve learned this year and the work you’re especially proud of. I’ve gotten the opportunity to work on a lot of functionality and development of features this year, but for me the project that stands out the most is the configuration of a doc gen solution that involved Conga Composer and Conga Trigger. I had some previous experience with Conga Composer, but through this project, I learned more specifically about how robust Conga parameters are. Quick breakdown of how this solution works: the parameters are used to control the behavior of your doc gen solution (i.e., when and in what format your document generates and/or sends out via email) and can be built into a custom button that, when clicked, triggers generation with the parameters you’ve put in place. You can also go one step further with the use of Conga Trigger, which involves converting the custom button into a formula field, then integrating that field into a Workflow Rule and Action.

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