[SalesForce] Conga template with apex trigger

Hi I am new to apex code and I need to create a trigger that fires off a call to appextremes.com/apps/Conga/PM.aspx when I tick a check box on a custom object. I am looking to update the checkbox via data loader and pass conga loader values from a report. At the moment I have this working from a custom button that conga has assisted in configuring, so I have an idea of what needs to happen.

Thanks in advance
David

My custom object is called Sabre_Hotels and the item is First_Email_Sent__c

Any assistance would be greatly appreciated.

I have read the documentation from conga listed below

http://www.congasphere.com/search-results.html?fuzeurl=http%3A//knowledge.congasphere.com/congakb/ext/kbdetail.aspx%3Fkbid%3D69

http://www.congasphere.com/search-results.html?fuzeurl=http%3A//knowledge.congasphere.com/congakb/ext/kbdetail.aspx%3Fkbid%3D73

Best Answer

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

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[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.

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You can specify a template ID in the Conga URL. The best practice by Conga is to store that ID in a technical field, hidden from page layouts.

Master Object :

https://composer.congamerge.com?SessionId={!API.Session_ID}&ServerUrl={!API.Partner_Server_URL_210}&Id={!Master__c.Id}&OFN={!Master__c.Name}&templateId={!Master__c.TECH_Template_ID__c}

Detail Object :

https://composer.congamerge.com?SessionId={!API.Session_ID}&ServerUrl={!API.Partner_Server_URL_210}&Id={!Detail__c.Id}&OFN={!Detail__c.Master__r.Name}&templateId={!Detail__c.TECH_Template_ID__c}

Best Answer

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