Quick Start Guide to using Conga Composer with Excel

Conga Composer is one of the most widely used 3rd party AppExchange apps for document generation with Salesforce. It can be used to merge Salesforce data to produce documents in Word, Excel, Powerpoint, HTML Email and PDF format. Here is a quick guide to generating an Excel spreadsheet with data from Salesforce. Create Your Excel Template Define the Fields and Reports it will use Add Merge Fields to the Excel… Read More

Quick Start Guide to using Conga Composer with Excel