OFN: Used to generate the file name of the produced document. In the example we are using the following parameters:įP0: Controls whether to lock the output as PDF. The basic setup of the button to work with Excel is no different to setting it up to work with Word.Īfter the Conga URL, in this case the button is on Account so we provide the Account Id and then use the various Conga parameters to control the behaviour of the document generation. For the master fields, use the syntax : &=Master.FIELD_NAME Add the Merge Fields to the Excel TemplateĪdd the fields from the master object and any report fields to the template. If the Excel table will only have a limited number of rows, use the row limit feature in Salesforce reports to make sure that the report will only return a certain number of rows.ģ. Make sure the fields you need are in the reports. If you are having any tables of data, define or create the reports that will supply the data. List the fields that will be used on the report. Define the Fields and Reports it will use In that case you can design your template around a table with 5 rows.Ģ. Perhaps you only want the top 5 for a particular account. For example you may want a list of open opportunities sorted by amount value. If there will be any tables of data think about how many rows you need, so you can define the layout around that. Create labels and leave room for the field values. The first step is to define the Excel template. Create a Salesforce Conga Template Record.Define the Fields and Reports it will use.Here is a quick guide to generating an Excel spreadsheet with data from Salesforce. It can be used to merge Salesforce data to produce documents in Word, Excel, Powerpoint, HTML Email and PDF format. Conga Composer is one of the most widely used 3rd party AppExchange apps for document generation with Salesforce.
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