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Dynamically Select Conga Composer Templates Using a Salesforce Formula Field

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Oct 13, 2015
14:43

Dynamically selecting templates to use in your merge process saves time and frustration for your users. You won't have to remind your users to pick certain templates according to a particular field or condition in Salesforce; instead, have Conga Composer do it for you. For example, use the invoice template when Opportunity Stage is "Closed Won" but use the quote template if the Stage is "Negotiation/Review."

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Dynamically Select Conga Composer Templates Using a Salesforce Formula Field | NatokHD