[SalesForce] Conga Composer 8 – generate document from APEX

does anyone know if it is possible possible to trigger Conga action(generate document/send email with attachment/create attachment) from apex code – best would be trigger or batch.
Example will be appreciated.

Best Answer

According to @CongaPete in this thread: Run Conga Composer (release 8) in background mode via HTTP Callout, you cannot do this in Conga Composer 8. Instead, you can still use the Conga 7 endpoint https://www.appextremes.com/apps/conga/pm.aspx and the same querystring parameters.

One note, you will also need to use the old Conga 7 style merge syntax, not the new Text-Based Merge Fields.

I recommend the DS7=5 parameter as well.

Related Solutions

[SalesForce] call conga composer from APEX

Make sure you're passing the appropriate parameters:

Map<String, String> parameters = new Map<String, String> {
    'sessionid' => UserInfo.getSessionId(),
    'serverUrl' => Url.getSalesforceBaseUrl().toExternalForm()+'/services/Soap/u/13.0/'+UserInfo.getOrganizationId()
};

Include other parameters as appropriate.

[SalesForce] Conga template with apex trigger

I'm the Senior Product Specialist at Conga. Thanks for posting the question.

This sounds like a perfect use case for Conga Workflow. Conga Workflow allows you to use a standard SFDC Workflow rule, wrapping a Composer process into that rule.

It's a simple and quick process to turn a working Composer solution into a Conga Workflow solution. Check out the documentation here and an overview of Conga Workflow is available here.

Feel free to reach out to me directly via this thread if I can be of assistance. ~J

Best Answer

Related Solutions

[SalesForce] call conga composer from APEX

[SalesForce] Conga template with apex trigger

Related Topic