Associate an already-created document with a Salesforce record from within Conga Collaborate itself. You can associate a document in this way for the Opportunity, Lead, Account, or Contact objects.
Sometimes it is useful to associate a document with a Salesforce record from within Conga Collaborate itself. For example, while building and testing a new version of a template, you might want to connect it directly with a test Opportunity without having to go into Salesforce to create a document.
Confirm that your user is authorized to connect to Salesforce:
In your user dropdown in the top-right corner, click User Profile
On the General tab, scroll down to the Salesforce section and select Authorize Octiv Salesforce Access
If successful, a success message and the connected Salesforce org ID will be displayed.
Connect a created document with a Salesforce record:
From within the document build view, open the Integrations panel.
Next to Salesforce Opportunity, click Search.
In the pop-up window, select your Salesforce object. Opportunity, Lead, Account, and Contact are available.
Search for your desired record.
Select your record and click Assign. A success message should appear.
Click Refresh Variables to reload the document with data from your selected Salesforce record.