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#Conga0 discussing

&SC0=1 

&SC1=salesforcefile 

if i add these 2 then conga quote doc get attached to quote 

AttachmentParentID={!SBQQ__Quote__c.SBQQ__Opportunity2__c} 

then i add this also then conga quote doc get attached to opportunity only 

 

i wanted doc to attach on both 

give alternate solution using conga paramters 

 

#Conga

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Hello - Is there any way to see the actual email that was sent with the transaction in Conga Sign? I know I can see when the email was sent, but a user is asking if they can see the actual email itself.    

1 answer
  1. Jan 20, 5:09 PM

    Hi @Marian Luisi

     

    In Conga Sign, users can see when an email was sent for a transaction, but the actual email content is not stored or viewable in Salesforce by default.

    Conga Sign logs the email event and status (sent, delivered, etc.), not the full email body. Once the email is sent, the content isn’t retained for viewing.

    If viewing the email content is required, the recommended options are:

    • Use email logging / email archiving at the email server level
    • Configure custom email templates and store a copy (for example, via automation or BCC to a shared mailbox)
    • Check with Conga Support for any available advanced logging options

    Out of the box, Conga Sign does not provide access to the actual sent email body.

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I am trying to come up with a conga email template with a section of text to be displayed based on a text formula field output. I have tried using IF but seems like it is not supported. Any ideas how to accomplish it? 

Something like- 

{{IF type = "a"}} 

loremp ipsummm type a 

{{ENDIF}} 

Thanks in advance.  

 

#Conga  #Conga Email Template

1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Oct 31, 2025, 11:22 PM

    Hello @Praky Jain

    please have a look at a similar post on same topic 

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000Jdx7cSAB

     

    Eric

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Hi, I am new to Conga and trying to crack some things and getting lost in their manual. I just need to map some fields and add specific merge field onto Email Subject or Body which seems like requires a lot of work.  

 

Questions: 

 

  1. What is required to map a Checkbox from signed document into Salesforce record that URL button was launched from? 
  2. Conga Email Templates
    1. How to remove attachment from the email when document is sent to sign?
    2. How to add "View Document" link?
    3. How to add notifications to sender the same way it works with standard CongaSign functionality

 

 

#Conga Composer  #Conga  #Conga Sign  #Conga Email Template

1 answer
  1. Jun 17, 2025, 7:45 AM

    4. Add View Document link. Use {{CongaSign__SigningURL__c}} from the Conga Sign record in your email template.  

     

    How is it supposed to work? Where do I find this field? When i just place it in the Conga Email Template its treated as non existent field.  

     

    What object is that SigningURL__c on? I dont see that neither...

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When I try to insert a clause in x author this error appears! 

Clause Error in X Author

 

I had tried to change the clause but the organization does not have the updated conga resources. So I tried to do it manually. 

 

Changing the file that is inserted in this tab. 

 

 

Clause Error.png

 

But after that the error appeared. Does anyone know how to solve this? 

 

#Conga

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Hi, I am a Conga Composer user and have inquired them today about an issue following their latest release, which is no longer taking care of the sorting order of Opp Line Items as indicated in the Conga Query connected to our (many) opportunity templates.

They are excluding any issue on their end, and say that probably Salesforce changed something in the way it deals with Queries... 

I am puzzled about this answer, and I want to check if anybody has the same or similar issue, or can confirm about any change that was done in Salesforce probably affecting this issue.

In our Query, the standard Pos field is indicated to sort the lines in ascendent order. Now, the query only uses Product description to sort the items alphabetically. We have no custom query in Salesforce.

Would be glad if anybody can help me understanding this issue. Thank you!

 

@Conga 

2 answers
  1. May 27, 2025, 8:55 AM

    For anyone getting this, double check you have "ORDER BY SORTORDER ASC" at the end of the query relating to line items. I just had a revamped query and sort order stopped working, I cross referenced with older sandbox and found this was missing...

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Hi all, is it possible to add an alert to a custom "open conga" button (detail button page, display new window behaviour)? 

 

We have a use case where we need to remind the user to choose the correct Group when conga finally gets to the Adobe Sign page... 

 

#Conga

 

 

#Conga Composer

1 answer
  1. May 21, 2025, 5:13 PM

     Yes, it’s absolutely possible to add an alert to a custom “Open Conga” button that’s a Detail Page Button with “Display in new window” behavior — you can do this by modifying the JavaScript in your custom button. 

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Just wondering if this is possible.  

All references to using Conga and a SF report refer more to using it to find all related records (creating a doc of all Opptys related to 'this' Account) 

I won't have a controlling object/record, just want to run a report of all Contacts who meet the report criteria at that time and to generate a document with the Contacts from the report listed in it.  

Is Conga Composer the right app for this? I can't find any Conga support email addresses, so thought I'd ask here first. Thanks!  

#Conga

 

#Conga Composer 

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I have the error coming up when trying to start a few conga batches/triggers - "No result found for email object in salesforce".  

 

These are running on applications after they are submitting in order to send out reminder emails - the email field is populated. I can't figure out why salesforce is coming up with this error. Has anyone else seen this/ have a solution? 

 

#Conga

Hello ! 

To explain the issue: we send contracts in bulk to our clients. Some clients may receive 100 documents to sign at once via Conga Batch, but they receive everything in a single email since all documents are sent at the same time with the same subject email. We would like to implement a way to differentiate each contract so that each signature request is sent in a separate email, making the process easier for our clients. 

Would it be possible to modify the email subject to differentiate the different contracts? It seems that it is not possible to put a merge field... 

Thanks, 

 

#Conga Sign  #Conga

1 answer
  1. Mar 7, 2025, 3:23 AM

    Sending each contract in a separate email with a unique subject line using Conga Batch can be challenging, as it typically sends all documents in a single email, and inserting merge fields into the email subject line isn’t supported.

    To achieve individualized emails, you might consider using Conga Conductor, which allows for batched and scheduled email deliveries. Alternatively, integrating Conga Composer with Conga Trigger can automate the process of generating and sending documents, potentially allowing for more customized email subjects. 

    https://idealistconsulting.com/blog/go-paperless-batched-scheduled-email-conga-conductor

    Another approach is to use Salesforce Flow or Apex, to automate the generation and sending of individual emails for each contract. This method can provide greater flexibility in customizing email subjects and content.

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