Ready to Automate Conga Composer with Salesforce Workflow?

formula workflow rule

monitor

Create a Workflow Formula

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

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Create a Workflow Rule

Next, create a Salesforce Workflow rule that will determine how and when Conga Workflow will merge and deliver your output files.

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Monitor

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

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