Conga Merge Line - Great tool
March 22, 2016
Conga Merge Line - Great tool
Score 9 out of 10
Vetted Review
Verified User
Modules Used
- Conga Composer
Overall Satisfaction with Conga Composer
Clark Construction uses Conga Composer to generate reports based on Salesforce data spread across multiple objects. The reports generated are used in our business development teams and executives to keep track of our pipeline. The main area that Conga addresses is the limited functionality of standard Salesforce reports both in terms of the data they can aggregate, and the output format. We are able to create templates which our end users are familiar and comfortable with and output the data to a PDF.
- Managing source reports for data is intuitive.
- Output of various file types is easy to define.
- Creating queries and leveraging SOQL makes for a powerful too.
- Ease of copying fields to the specified output template.
- Some special URL switches can be hard to find documentation for.
- Accessing the template builder can be tricky.
- Excel formatting can be a challenge with larger tables.
- It has streamlined the reports our executives use, freeing up staff time.
- The reports we now pull use live Salesforce data, rather than exported and tweaked numbers in Excel.
- Our executives can now more quickly see and act on pipeline data.
I've only ever used Salesforce's mail merge functions with a Word document as a competitor. In comparison to the standard SFDC tool, Conga is lightyears beyond what can be done with standard tools. We needed to bring together so many object types that there would have been no easy way to do so without a tool like Conga.