Conga for Salesforce Review

One of the minor drawbacks of Salesforce is the nuisance of getting the itemized data it stores into a solid document form for reports and reviews. While the Google Apps integration for Salesforce has helped with this some by harnessing Google Drive, that still brings on a bit of extra layers of human intervention that’s a mite inconvenient. Fortunately, in theory, Conga for Salesforce can offer a tighter, more convenient solution for this problem.

Conga Composer is one of a handful of increasingly popular document composition suites available in the wake of the SaaS revolution. While on its own, it does have to strive a bit to compete with the ease of use and free model that Drive brings, its compatibility with considerably more formats has earned it a reputation of being considerably heavy duty.

So, the question on everyone’s mind is, does Conga for Salesforce work to meet the needs it claims? Well, while it has had a few complaints of stability issues when records and forms in Salesforce are laid out in exceptionally obtuse manners, it normally works quite well.

The main goal is to use templates and mapping to bring data from various objects in Salesforce by piggybacking over the schedule reports salesforce framework or SOQL queries. It supports a number of formats with customized output, including Word, PowerPoint, Excel, HTML, email documents, PDF forms, and much more. It can be automated, or programmed to post over Chatter, Salesforce attachments, Content records and even supports interoperability with leading eSignature services out there to bring in digital signing and authorization protocols as well.

You can create your own custom templates visually and predefine merge options limitlessly to create dynamic, intelligent automatic report generation with the subtle nuances to formatting and marginalization that Conga can facilitate as well.

With this, you can readily access various organizations and industries, supporting quotes, proposals, account plans, invoices and receipts, contracts, letters, work orders, reports and charts, shipping documents, charts, metrics reports and pretty much anything else you can imagine, too.

Imagine the next time some department or stake holder needs a report on some statistics within your CRM, such as marketing, support problems or other issues. In stead of having the time consuming headache of sifting through records, asking for graphs and metrics calculations, and then spending hours tinkering with composing sensible reports out of this bare, raw data, you can just click a few buttons, call for a predefined report template to be called up, and in seconds, Salesforce can use Conga to create rich, professional and beautiful reports providing accurate and intelligible data with no muss, no fuss and no time taken from other, pressing responsibilities. Additional repoerts information is available on creating reports in salesforce page.

This was a pipe dream not long ago, and the limits of interoperability with Google Drive just aren’t quite there yet, are they? Well, we’re happy to report that aside from the occasional glitch (which any software is bound to have), Conga for Salesforce is the marriage of cutting edge document creation and the ultimate in CRM to make everyone’s lives so much easier. We recommend this app for your reporting needs with no reservations beyond being careful with your records and database mapping – but, then, that’s important at all times, now isn’t it?

Amanda McDonald
Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.
Amanda McDonald on sabtwitterAmanda McDonald on sabgoogleAmanda McDonald on sabfacebook