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Salesforce: Relating objects to Conga Collaborate documents

What

Add lookup fields to the Octiv Document object in order to use Conga Collaborate documents on any object in your Salesforce org.

 

Why

The Conga Collaborate managed package creates relationships from the Octiv Documents object to five standard Salesforce objects: Opportunity, Account, Case, Contact, and Lead.  You can create documents from these objects out of the box with no additional configuration.  Adding the lookup fields gives you the ability to create documents from other objects (including custom objects) and allows you to create a custom button and show a related list of documents on that object.  

 

How

Follow these steps to create a custom lookup field in Salesforce Classic:

  1. Go to Setup

  2. In the settings pane on the left-hand side of the page, go to Build => Create => Objects

  3. Click Octiv Document

  4. In the Custom Fields & Relationships related list click New

  5. In Data Type, select Lookup Relationship and click Next

  6. From the dropdown menu, select the object you’d like to relate to Octiv Documents and click Next

  7. Enter the Field Label and Field Name (without the __c) of the object you chose and click Next.  
    Note: The Field Name must exactly match the Object Name name of your custom object.
    (Optionally, you can make the field required, set the deletion action, and create a lookup filter.  We also recommend writing a good description for future documentation purposes.)

  8. Make sure the field is marked as visible and not read-only for all profiles and click Next

  9. Check the Add Field box next to the Document Layout page layout and click Next

  10. Create a related list label. We recommend Octiv Documents <Custom Object Name>

  11. Confirm that the related list is being added to your desired page layouts using the checkboxes next to the page layout names

  12. Click Save

 

Follow these steps to create a custom lookup field in Salesforce Lightning:

  1. Go to Setup

  2. Select the Object Manager tab

  3. Search for Octiv Document in the Quick Find bar

  4. Click Octiv Document

  5. Click Fields & Relationships

  6. Click New

  7. In Data Type, select Lookup Relationship and click Next

  8. From the dropdown menu, select the object you’d like to relate to Octiv Documents and click Next

  9. Enter the Field Label and Field Name (without the __c) of the object you chose and click Next.  
    Note: The Field Name must exactly match the Object Name name of your custom object.
    (Optionally, you can make the field required, set the deletion action, and create a lookup filter.  We also recommend writing a good description for future documentation purposes.)

  10. Make sure the field is marked as visible and not read-only for all profiles and click Next

  11. Check the Add Field box next to the Document Layout page layout and click Next

  12. Create a related list label. We recommend Octiv Documents <Custom Object Name>

  13. Confirm that the related list is being added to your desired page layouts using the checkboxes next to the page layout names

  14. Click Save

To verify that setup was completed correctly, go to the parent object and select a record.  On the record detail page, the new related list should appear with a New Octiv Document button. Click the button, and a new Conga Collaborate Document should open in your Salesforce window.