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Conga Support

Add Select Clause Bundle on Standard or Custom Salesforce Objects

This page applies to: Conga Contracts for Salesforce

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

To add Select Clause Bundle button to another object:

  1. In Salesforce, click Setup.
  2. Click Customize.
  3. Click the appropriate object (e.g. Quotes).
  4. Click Buttons and Links.
  5. Click New Button or Link.
  6. Add the following information:
    • Label = Select Clause Bundle
    • Display Type = Detail Page Button
    • Behavior = Display in existing window without sidebar or header
    • Content Source = URL
    • Formula = {!URLFOR( $Action.Contract.APXT_Redlining__Select_Clause_Bundle , null, [altId=thisObject.Id], false)}

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

      For example, for Select Clause Bundle on a Quote object would look like this:

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

  7. Click Save.
  8. Place the button on your page layout.