No actual content edits to field values are made with this method, although it triggers the save function on each record and causes each record's Key field to automatically populate with an external Id.Ĭlick the Update Button button on each Conga Solution record. Use and execute a SOQL Query in the Developer Console to make a mass edit on all Conga Template, Conga Email Template, and Conga Query records.Repeat this step for each Conga Template, Conga Email Template, and Conga Query record you wish to use Conga Keys with.
The save function triggers the Key field to automatically populate with a unique external Id. No actual content editing of the field value is required. For example, double-click the Name field on a Conga Template to edit the field value and then click Save. Edit any field on an existing record and save the changes.Use one of the following methods to trigger updates on existing Conga Template, Conga Email Template, and Conga Query records. Making edits to existing records automatically populates the Key field with a unique external Id. Conduct record updates to existing Conga Template, Conga Email Template, and Conga Query records.The Enable Key Generation checkbox field is checked by default. Drag and Drop the Enable Key Generation field onto the Information section of the Page Layout below.Click the Expand Quick Access Menu arrow to expand the menu.Type in Custom Metadata in the Quick Find search box and click Custom Metadata Types.Add the Enable Key Generation field to the Composer Setting Custom Metadata Type.Repeat steps c - g for the Conga Email Template and Conga Query objects.Select and drag the Key field onto the Information section of the Page Layout below.In Salesforce Classic, select Objectsunder the Create section.Select Object Manager under the Object and Fields section.Add the Key field to the Conga Template, Conga Email Template, and Conga Query object Page Layouts.Salesforce orgs with new installations of Conga Composer do not need to complete any of the setup steps below. The Conga Keys setup steps below are only required for Salesforce orgs with upgraded instances of Conga Composer. You must have Conga Composer version 8.186 (Quandary) or greater to use Conga Keys.
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