We are back with a new add-on! Add-ons help you to solve complicated tasks within no time. They are easy to use. Every week we come up with a detailed description about some of the best add-ons that will enhance your Salesforce CRM application.
Add additional capabilities to your Salesforce by learning these add-ons.
Congo composer is a Salesforce plugin that integrates Salesforce with Gmail and Google apps. It also syncs Salesforce with Google calendar.
Few of its vital features are:
· Merge data from any object
· Using word, PowerPoint, Excel, HTML email and PDF forms, create documents in your format in your style.
· Flexible Delivery Options
· Additional Add-ons: Conga Mail Merge, Conga Conductor, Conga Workflow.
· Conga Conductor: Batched & scheduled solutions
· Conga Workflow: Event-triggered solutions
Conga Conductor can simplify your mass mailings by generating number of letters, envelopes etc. at once. If you have to run the same solution for multiple records at once or at multiple intervals, this is your best option!
This is how it works:
· Choose the records you want to include in a batch
1. Predefined – Use standard reports
2. Ad hoc – Make selections from a list view
· Choose how you want to deliver your files: Consolidate files and distribute them in batches such as Email attachments, eSignature documents, Salesforce record attachments etc.
· Choose when it happens: Launch on Demand or schedule as required.
Conga workflow triggers the execution of individual Composer solutions via Salesforce workflow rules.
Automatically create and deliver files in cases where it’s not necessary, or desirable, to directly download an output file. Instead, Conga Workflow gives you the ability to distribute merged output as:
§ Email attachments
§ eSignature documents (DocuSign and Adobe EchoSign)
§ Salesforce record attachments, Content, Documents or Chatter
Conga Mail Merge:
Conga Mail Merge® is available as a separate add-on that helps you to generate multiple printable letters, labels etc. You can also create follow-up tasks.
Conga QuickMerger helps automate Composer and Conga Mail Merge solutions.
Automate Mass Mailings
You can predefine your template, records that need to be merged and activity logging options. You can also create letters, labels and envelopes too.
Flexible Organization-Wide Reporting
Create documents, reports and presentations that are not associated with a specific, individual record in Salesforce
Easily Control Access & Permissions
Get control over access to Mail Merge solutions
We at genesis technology will help you understand the in and out of not only this add-on but others too! Find out more about our interesting tutorial!
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