I'm trying to add a field onto a Conga template. This field is Plaintiff_Attny_Name. This field resides on our Claim object but is a lookup field to a contact record, Name. I can't figure out how to format this field correct so that it populates the name on the Conga template. I got it to a point where it would populate a salesforce ID, but that's it. Any help with this is greatly appreciated!!
1 answer
Hi, @Jason Kish, it might be easier to add a new formula field for the Contact Name on the Claim-object and use it in the Conga Template.
