[Ankit]

Hi Adarsh,

You need to follow this kind of formatting - ':API_NAME_FIELD'  for getting dynamics values in where clause.

Hope it may help you 🙂

[Ankit]

Hi Archit,

No, We can't assign local template directly for document generation. We first need to add that template to our document folder, so that it can be used in our package.

Hope it may help you 🙂

Thanks

[Ankit]

Hi Archit,

In Conga, we can not use custom code for document generation. For bulk records, conga provides an additional add-on "Conga Conductor" license. In Conga Conductor by using List View button you can process 50 records and for more than 50 records you can use Launch and Schedule for that conductor.

Hope it may help you 🙂

Thanks

[Ankit]

Thanks Pranav,

By using soql on permission set, I got to know that my package was assigned to guest user so after getting their Id. I'm able to remove permission set from there.
After that I uninstalled my package.

[Ankit]

Thanks, Pranav

I removed all assigned user for that permission set but it does not work. It still gives that error.

[Ankit]

Hi Neha,

There are some limitations for Conga:-

Reports per Composer solution (Tabular and Summary Reports ONLY)- 50
Rows per Report -5000
Rows per Composer solution (all Reports and Queries combined) -25000
Queries per Composer solution- 50
Rows per Query -5000
Template Size -10 MB
Number of Templates per operation -20
Aggregate Template Size (when specifying multiple templates to use in the merge process) - 18 MB
Aggregate Output Size - 40 MB
Columns per worksheet in View Data workbook - 256
Querystring Variable - 6

Hope it may help you

[Ankit]

can we have a code please?

[Ankit]

Hi Adarsh,

Yes, by using web-merge you can use apex code to generate documents.

[Ankit]

Hi Neha,

Yes, we can!!

We need to add a Conga Query so that it access the GrandChild field of that parent object by using where clauses in the query.

I have an example for better understanding,

SELECT CTTPM2012__Sales_Plan__r.CTTPM2012__Business_Plan__c, CTTPM2012__Sales_Plan__r.CTTPM2012__Sales_Plan_Name__c, CTTPM2012__Sales_Plan__r.CTTPM2012__Status__c, CTTPM2012__Sales_Plan__r.Name, CTTPM2012__Business_Plan_ID__c, CTTPM2012__Item_Name__c, CTTPM2012__Sales_Plan__c, Name FROM CTTPM2012__Sales_Plan_Item__c WHERE CTTPM2012__Business_Plan_ID__c = '{pv0}'

In the above query, CTTPM2012__Business_Plan_ID__c - Parent Object Id , CTTPM2012__Sales_Plan_Name__c - Child Object Name and CTTPM2012__Sales_Plan_Item__c - Grand Child Object

Hope it may help you 🙂

Thanks

 

[Ankit]

Hi Adarsh,

By using Email templates you can specify that particular user sending that mail by we unable to use [email protected] kind of send from or by default it takes user mail id who is working on that template.

Hope it may help you 🙂

[Ankit]

Hi Adarsh,

You can use 3000 fields to map to your template.

Hope it may help you 🙂

 

[Ankit]

Hi Adarsh,

For Conga -  We can use Conga Conductor which is paid add-on for conga composer, that takes records in bulk for List View Button it takes only 50 records and for Schedule, it can process 1000 records for distributed output options.

 

For Nintex -  In Nintex we can use batch apex for document generation, that means it can use the record limit of a batch apex.

Hope it may help you 🙂

[Ankit]

Hi Adarsh,

For that, you can use WebMerge that uses JPEG Format as an output.

Hope it helps you.

 

[Ankit]

Hi Adarsh,

For nintex, It is not possible to use a local template from the desktop. We need to add that template to our salesforce document storage folder before working on it.

Hope it may help you

 

[Ankit]

Hi Adarsh,

No, it's not possible to use apex code to generate the document in Conga Composer. For bulk records, we can use an add-on "Conga Conductor".

Hope it may help you 🙂

[Ankit]

Hi All,

Thanks for your response.

As I'm using the trial version of Conga Composer and Conga Conductor, so it affects the functioning and I have activated Conga Conductor from Conga Support Team. But it again showing that error.

Thanks

 

[Ankit]

Hi,

Thanks for the response,

Is there any way to Inactive trigger in production without deployment or without edit trigger code?

[Ankit]

Hi Neha,

Here is the example of conga query

SELECT Opportunity.Name, Opportunity.Type, Opportunity.Amount, Opportunity.CloseDate, Opportunity.StageName, (Select Contact.name from OpportunityContactRoles where IsPrimary = true) FROM Opportunity Where Opportunity.Account.Id = '{pv0}' order by Opportunity.CloseDate asc

PV (or pv) stands for the parameter value, which is a value that can be passed into a filter on a Salesforce report or Conga query. It used in advance filter of conga query to take Value dynamically.

Hope it may help 🙂

[Ankit]

Hi Adarsh,

For relationships, we need to add conga queries.

For that Open conga composer then go to Conga Query tab.
1.Click New. Type name and description, leave the SOQL Select Statement field blank.
2.Click Save.
3.Click Conga Query Builder.

From Conga Query you can build a relationship for that object with the related object, conga query provide automatic generation of SOQL Statement we just need to choose object and fields.

Hope it may help 🙂

[Ankit]

Hi Kapil,

You can follow this link Click.

Thanks

[Ankit]

Hi Kapil,

You can get the ID’s of all the currently logged in users by using this global function: UserInfo.getUserId().

Thanks

[Ankit]

Hi,

As the values in the fields are same such as their names.

for reference consider this image,

Hope this will help!

[Ankit]

Hi Pramod,

For creating custom fields of a Standard object follow these steps:

1. Open setup
2. Go to object manager and choose the object on which you wanted to create fields
3. Then click on the fields and relationship of that object
4. Click on the new , select custom field type click on next
5. Now enter field name and label you can also add description and help text as per your use
6. Now click Next, Next and Save.

Finally you created custom field for standard object.