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Conga Support

Add Send for Negotiation Button to Standard or Custom Objects

This page applies to: Conga Contracts for Salesforce

Conga Contracts for Salesforce functionality can be used on objects other than Contracts. To do so, you must add Conga Contracts for Salesforce buttons to those objects.  

To add the Send for Negotiation button to another object:

 To add the Select Primary Document button to another object, see Add Select Primary Document Button to Standard or Custom Objects

  1. In Salesforce, click Setup.
  2. Click Customize.
  3. Click the appropriate object, for example: Account.
  4. Click Buttons, Links, and Actions.
  5. Click New Button or Link.
  6. Add the following information:
    • Label = Send for Negotiation
    • Name = default from Label
    • Display Type = Detail Page button
    • Behavior = Display in existing window without sidebar or header
    • Content Source = URL
    • Formula = {!URLFOR( $Action.Contract.APXT_Redlining__Send_for_Negotiation, null, [altId=thisObject.Id], false)}

      .thisAction - Send for Negotiation

      thisObject.Id - is Id of the object to which you want to add the button
      (such as Account.ID - see example below)

      For example, Send for Negotiation on an Account would look like this:

      {!URLFOR($Action.Contract.APXT_Redlining__Send_for_Negotiation, null, [altId=Account.Id], false)}

  7. Click Save.
  8. Add the button to your desired page layout.