Ready to Batch and Schedule Your Solutions?

batch schedule

monitor

Batch

To get started with Conga Conductor, you’ll first need a working Conga Composer solution.  Once it’s functioning exactly as you want it, you’ll convert it to a batch process for use with Conductor.

Let’s Get Started!

  1. Choose how you want to launch Conductor

For Conga Conductor Records:

  1. Define the scope of records for your batch
  2. Convert your Composer solution to a Salesforce formula field

For List Views:

  1. Convert your Composer solution to a Salesforce formula field
  2. Create a Conductor list view button

Schedule

Conga Conductor solutions can be optionally scheduled to run on a predetermined interval with no user interaction.

Let’s Get Started!

  1. Create your Conductor schedule

Monitor

The Conga Conductor Dashboard provides visibility into an organization’s use of Conductor.  It helps track things like API usage, recent Conductor batches and specific errors for records that failed to process.

Let’s Get Started!

  1. Learn about the Conga Conductor Dashboard