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Conga Support

Salesforce: Changing a document's related Salesforce record

What

Re-assign an already-created Conga Collaborate document to a different record in Salesforce.

 

Why

Some example use cases:

  • Document was created on an incorrect record and significant edits have been made, so you don’t want to start from scratch with a new document

  • Document was created from a Contact record, and then that person leaves the client’s company while editing the document and you want to associate it with your new client contact

How

Confirm that your user is authorized to connect to Salesforce:

  1. In your user dropdown in the top-right corner, click User Profile

  2. 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.
 

Follow these steps to associate a document with a different record:

From within Conga Collaborate:

  1. Open the document you wish to assign to a different record

  2. Open the Integrations panel

  3. Remove the CRM Integration ID

 

From within Salesforce:

  1. Navigate to the record that you wish to add your document to

  2. Click the Add Existing Document button

  3. Click the checkbox next to the document(s) you want

  4. Click Add to Opportunity

  5. Select Done Adding.  You can now find these documents in your related list of Conga Collaborate documents associated with the record