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#Conga Email Template0 discussing

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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Hello All: I need to come up with a way to update a field based on the Conga email template sent and I am stumped. I know you can have the "master field set" on a doc template but not an Conga email template. Here is the scenario: I will have 3-4 email templates to choose from and from those emails I need to set one picklist field a different value for each email template. That field will in turn trigger a different workflow rule. Any ideas?
2 comments
  1. Jan 30, 2025, 11:41 AM

    Hi Hayley 

     

    is this possible to use classic email for send email with multiple attachment ?. I try with using apex code , unable to send correct email body. It showing ???? 

     

    you have any idea please share with me .Much appreciate Here. 

     

    Thanks 

    Ghanshyam

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When adding a Standard Tag (Company) merge field to a template (Word Doc) can you make that tag Read Only so the recipient cannot change it and write back to Salesforce? #Conga Composer #Conga #Conga Composer Template #Conga Email Template #Conga Sign #Congaforsalesforce

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I am looking to send out automatic emails regarding an inactive agreement to the requestor. I would like for it to send after 3 days of inactivity since the agreement's creation date. It seems that it could be done in the workflow setup but not too sure how to proceed

 

#Apttus CLM #CLM #Conga #Conga Email Template #Apttus #Salesforce #Salesforce Admin #Salesforce Administrator #Salesforce Admin Certification #Salesforce Knowledge

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