Launching your Conga Batch solution from a Salesforce List View button allows you to choose the records in your batch on an ad hoc basis rather than using a report’s or query’s filter criteria to determine which records are included.
The benefits of using a List View button include:
- Easily choose which records you want to use as the Master Object records in the Conga Batch batch by selecting them manually from the list.
- Select up to 75 records per Conga Batch batch.
- Optionally, you can also use a Related List Button on an object’s page layout.
If you choose to launch via a List View button, all users who have access to List Views for that object will see the Conga Batch List View button, though a user must have a Conga Composer license to run a Conga Batch process.
See Create a List View Button for more information.
See Create a List View button in Lightning for more information on how to make this implementation method work with the Salesforce Lightning experience.
Alternatively, you can launch Conga Batch from a Conga Batch Record.