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Salesforce: Using Salesforce email inside Conga Collaborate

This feature enables you to use Salesforce email instead of Conga Collaborate email to send your prospect a published document.

To configure this feature you must be a Conga Collaborate system administrator

Enabling Salesforce Email

Enable Salesforce email by following these steps:

  1. From your user dropdown, go to Administration > Integrations > Salesforce > Edit.
  2. In the Manage Features section, open the Email dropdown.
  3. Check the box next to Enable Email.
  4. Click Save.

Finding the Email Template ID

The Email Template ID field allows you to auto-select a Salesforce email template, and the ID is found within Salesforce.
Follow these steps to find the template ID:

  1. In Salesforce, go to Setup > Communication Templates > Email Templates.
  2. Open your desired email template.
  3. In the URL for your template, find the 15 character string of numbers and capital letters - this is your template ID.
  4. Copy the template ID and paste it int0 the Email Template ID field within the Email dropdown in your Salesforce integration settings within Conga Collaborate.
  5. Click Save.

Using Salesforce Email

After enabling email, you can send a Salesforce email from your document to your recipients.
Follow these steps to send a Salesforce email:

  1. Create or open your document
  2. Open the People tab
  3. Click Salesforce Email

This will open the Salesforce email editor, where you can select an email template, customize the message, and choose your recipient. The default recipient will be the record marked as Primary Contact in the Contact Roles related list.

Adding the Document URL and Access Code to the Salesforce Email

Use either of these methods to include the document URL and access code (if you’ve enabled it) in your email:

Copy the URL and access code and include it in the email

  1. Copy the public document URL (from the Properties tab) and access code
  2. Click the Salesforce Email button
  3. Paste the URL and access code into the appropriate places in the email message

Using the Conga Collaborate Outgoing Data tool, push the document URL and access code back to your launching object when you publish a document

  1. Create Salesforce fields for both the document URL and access code on your launching object.
  2. Configure Outgoing Data rules to populate those fields with the URL and access code upon publishing your document.
  3. Add both Salesforce fields to your Salesforce email template.
    These fields will be automatically be populated when you create your Salesforce email.
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