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Information about Connect NYC Certifications

Certification Session Descriptions

 

Conga Composer

Composer Basics: Installation, Configuration, & Solutions  (1 of 4)

Join us as we prepare for the Conga Composer certification exam! In this session, learn how to install and configure Composer, the necessary permissions for users and administrators, and the methods you can use to create your own Composer solutions.

Data Gathering for Composer (2 of 4)

In order to populate your data into Composer templates, Composer must first retrieve your desired data.

Come learn about the options for gathering data, how to use the Conga Query Builder, and the process for incorporating these queries into your Composer solutions.

Building Templates for Composer (3 of 4)

Word, PowerPoint, Excel — oh my! Conga Composer can insert your data into custom templates for these types of files as well as PDF and email templates. Learn how to merge data into your templates using detail regions, special merge fields, and advanced topics such as conditional data and graphing.

Advanced Composer: Parameters, Integrations, & Troubleshooting (4 of 4)

To maximize the power of Composer, learn how administrators can customize their solutions using parameters and integrate Composer with other products to streamline their business processes. This session also explores troubleshooting topics, Global Merge, and Composer add-ons.
 

Composer Automation

Composer Automation with Batch and Trigger (1 of 1)

Unleash the power of Composer with the Automation Suite - Conga Batch and Conga Trigger. This certification prep session covers important automation topics such as how to launch your batch solutions, Salesforce Workflow rules, and converting button URLs to formula fields. This session is meant for administrators who have already earned their Composer certification.

Conga Contracts

User Management and Repository Administration in Conga Contracts (1 of 3)

Conga Contracts provides an end-to-end contract lifecycle management solution. To get there, administrators need to understand general administration techniques, as well as user and permission management, within this powerful system. Come examine these critical topics in preparation for the Conga Contracts certification exam.

Defining Roles with Companies, Contracts, & People in Conga Contracts (2 of 3)

Join us to learn about Companies, Contracts, People and the relationships between these constructs within the Conga Contracts system. This session will also review the power of Profile Rules and how Forms and Fields can be used in Conga Contracts to capture and display unique data.

Conga Contracts Searching, Reporting & Requests (3 of 3)

This look at the Conga Contracts Request feature, as well as a deep dive into the search and reporting functionality, is the final step in your journey to prepare for the Basic Conga Contracts certification exam. Come test your knowledge!

Advanced Conga Contracts

CLM Automation with Conga Contracts (1 of 2)

Conga Contracts’ Flow functionality and Creation Templates allow you to automate and standardize your organization’s contract processes. This prep session will help you explore these topics in preparation for the Conga Contracts Advanced Certification exam.

Next Level Solutions with Conga Contracts (2 of 2)

Looking to solidify your status as a Conga Contracts guru? Join us as we dive into advanced topics in preparation for the Conga Contracts Advanced certification exam. We’ll look at next-level request techniques and advanced repository administration as well as eSignature functionality, the Negotiation Portal, and the Conga Contracts Clause library for clause management.

Conga Contracts for Salesforce

Clause Library and Document Generation for Conga Contracts for Salesforce  (1 of 2)

Creating, managing, negotiating, and reporting on clauses is at the core of Conga Contracts for Salesforce. Learn how to configure the Clause Library to optimize these processes for your business. Additionally, uncover the power of Composer document generation for Conga Contracts for Salesforce as well as what can be accomplished with Salesforce CPQ generated documents.

Conga Contracts for Salesforce: The End to End User Experience  (2 of 2)

In this session, you will learn how an end-user handles the steps in the contract negotiation process, including creating, negotiation, redlining, and Truing-Up contracts. We will also look at some of the analytics available as well as troubleshooting tips and tricks. All of this is to prepare you for the Conga Contracts for Salesforce Admin certification.

Conga Grid

Conga Grid Installation, Security, & Troubleshooting  (1 of 2)

Properly configuring user permissions and security settings is the first step to powerful data management with Conga Grid. In this session, we will review how to configure Grid, explore integration options, and learn troubleshooting techniques for the most common gotchas.

Your Grids, Your Way: All About Custom Grids (2 of 2)

Custom Grids can save time and further empower your Salesforce users. Join us to learn how to configure custom Views and explore some of Grid’s advanced features including custom actions, formula functions, Reading Pane tricks and request action functionality.

Conga Collaborate

Conga Collaborate: Content Management and Setup (1 of 3)

Conga Collaborate’s online documents allow users to create, deliver, and collaborate on documents— anytime, anywhere. Join us to review content management techniques, integration options, and user administration in preparation for the Collaborate certification exam.

Template Management & Document Sharing in Conga Collaborate (2 of 3)

Understanding how to create templates to structure and expedite the creation of content is critical to transforming your organization’s digital documents. Come learn how to manage templates and share documents in Conga Collaborate.

Conga Collaborate: Dynamic Content, Themes, & Reporting (3 of 3)

Expand your knowledge of dynamic content, theme creation, reporting, and troubleshooting within Conga Collaborate in preparation for the Collaborate Certification exam.

Conga Orchestrate

Workflow Automation Planning and Setup with Conga Orchestrate (1 of 2)

Conga Orchestrate can execute complex processes against your org’s custom objects. To coordinate these events, administrators need to understand User Flow, Process Definitions and Process Visualizations within Orchestrate. Join us to learn about these critical topics in preparation for the certification exam.

Conga Orchestrate Process Administration, Reporting, and Troubleshooting (2 of 2)

In-depth knowledge of Orchestrate’s Process Steps, Initiators, Recurring Processes, and Reporting is crucial to maximizing the benefits of Orchestrate. Learn about these topics, as well as a few troubleshooting tips, in this session about Conga Orchestrate administration.

Conga Sign

Conga Sign eSignature Transactions  (1 of 2)

In preparation for the certification exam, join us for a review of the Conga Sign installation process, a look at the data captured in the audit trail, and the complete signing experience.

Document Tagging and Write Back with Conga Sign  (2 of 2)

To facilitate the eSignature process, a document must be tagged with the information requestors want to capture from their signatories. Learn the various methods you can use to tag your document, as well as how to configure and use write back fields to sync captured information back to Salesforce.

 

Certification FAQs

What does it mean to be Conga Certified?

Being Conga Certified is a great achievement. It validates your skills and expertise with Conga solutions and gives you credibility in the Salesforce ecosystem and the CRM/CLM community. To become certified, you must pass a timed certification exam and keep your certification current with annual maintenance exams.

For more information about Conga’s certification program, visit https://getconga.com/products/services/administrator-certification-program/

Can anyone get certified?

Just about. You must purchase the conference pass that includes certification on April 24 and 25. See “Who is the ideal Candidate?” for more information.

What is the difference between certification on April 24 and 25?

April 24 includes the expo and Keynote presentations in addition to certification. On April 25 certification is the only activity. There may be different certification prep courses offered as well. A detailed agenda is coming soon.

Who is the ideal candidate for Certification?

We recommend at least three months of experience administering the Conga solution you are interested in getting certified on and for our Salesforce-based apps the Salesforce Certified Administrator Certification. Additionally, we highly recommend completing Conga University Peaks and self-study guides, as well as attending Certification Prep training at Conga Connect. Also, note that some certifications require other Conga Certifications as prerequisites.

Can I renew my existing certification at Connect?

Yes. Renewal exams can be taken at the testing center at Connect.

What’s new about Certification at Connect 2019?

Several things! First, we are offering brand new certifications, including:

  • Advanced Conga Contracts
  • Composer Automation
  • Conga Collaborate
  • Conga Orchestrate
  • Conga Sign

Second, there will be a certification testing center open on April 24 and 25. Swing by anytime to earn your certification. And if you don’t pass you can attend a training session or two before going back for your second attempt.

Another benefit of this setup is that you are not restricted to choosing one certification, so if you know and use other Conga solutions, you can earn multiple certifications at no additional cost!

 

Certification Exam Info

Exam Who Should Take? Benefits Exam Specifics How Do You Prepare?
Composer Certified Admin We recommend at least three months of experience administering Composer solutions and that you have your Salesforce Certified Administrator Certification. We also highly recommend completing Conga University Peaks and self-study guides, as well as attending Certification Prep training at Conga Connect. Access to the Conga Certified Admin Community and invite only events, opportunity to enhance your career development and validate expert knowledge and skills, and lastly gain credibility and respect in the Salesforce ecosystem and the CRM/CLM community 50 questions, 1 hour, two attempts, online exam proctored through Conga University Conga University Peaks, Conga Support Site, Self-Study Guides on Conga University, in person prep classes at Conga Connect
Composer Automation Certified Admin Composer Certified Admins who are looking to take their next step in the Conga Certification journey. We also highly recommend completing Conga University Peaks and self-study guides, as well as attending Certification Prep training at Conga Connect. Access to the Conga Certified Admin Community and invite only events, opportunity to enhance your career development and validate expert knowledge and skills, and lastly gain credibility and respect in the Salesforce ecosystem and the CRM/CLM community 25 questions, 30 mins, two attempts, online exam proctored through Conga University Conga University Peaks, Conga Support Site, Self-Study Guides on Conga University, in person prep classes at Conga Connect
Grid Certified Admin We recommend at least three months of experience administering Grid solutions and that you have your Salesforce Certified Administrator Certification. We also highly recommend completing Conga University Peaks and self-study guides, as well as attending Certification Prep training at Conga Connect. Access to the Conga Certified Admin Community and invite only events, opportunity to enhance your career development and validate expert knowledge and skills, and lastly gain credibility and respect in the Salesforce ecosystem and the CRM/CLM community 25 questions, 30 mins, two attempts, online exam proctored through Conga University Conga University Peaks, Conga Support Site, Self-Study Guides on Conga University, in person prep classes at Conga Connect
Contracts Certified Admin We recommend at least three months administering the Conga Contracts system. We also highly recommend completing Conga University Peaks and self-study guides, as well as attending Certification Prep training at Conga Connect. Access to the Conga Certified Admin Community and invite only events, opportunity to enhance your career development and validate expert knowledge and skills, and lastly gain credibility and respect in the Salesforce ecosystem and the CRM/CLM community 50 questions, 1 hour, two attempts, online exam proctored through Conga University Conga University Peaks, Conga Support Site, Self-Study Guides on Conga University, in person prep classes at Conga Connect
Advanced Contracts Certified Admin Contracts Certified Admins who are looking to take their next step in the Conga Certification journey. We also highly recommend completing Conga University Peaks and self-study guides, as well as attending Certification Prep training at Conga Connect. Access to the Conga Certified Admin Community and invite only events, opportunity to enhance your career development and validate expert knowledge and skills, and lastly gain credibility and respect in the Salesforce ecosystem and the CRM/CLM community 50 questions, 60 mins, two attempts Conga University Peaks, Conga Support Site, Self-Study Guides on Conga University, in person prep classes at Conga Connect
Conga Contracts for Salesforce Certified Admin Composer Certified Admins who have at least three months of experience administering Contracts for Salesforce solutions and that have their Salesforce Certified Administrator Certification. We also highly recommend completing Conga University Peaks and self-study guides, as well as attending Certification Prep training at Conga Connect. Access to the Conga Certified Admin Community and invite only events, opportunity to enhance your career development and validate expert knowledge and skills, and lastly gain credibility and respect in the Salesforce ecosystem and the CRM/CLM community 25 questions, 30 mins, two attempts, online exam proctored through Conga University Conga University Peaks, Conga Support Site, Self-Study Guides on Conga University, in person prep classes at Conga Connect
Collaborate Certified Admin We recommend at least three months of experience administering Collaborate solutions and that you have your Salesforce Certified Administrator Certification. We also highly recommend completing Conga University Peaks and self-study guides, as well as attending Certification Prep training at Conga Connect. Access to the Conga Certified Admin Community and invite only events, opportunity to enhance your career development and validate expert knowledge and skills, and lastly gain credibility and respect in the Salesforce ecosystem and the CRM/CLM community 50 questions, 1 hour, two attempts, online exam proctored through Conga University Conga University Peaks, Conga Support Site, Self-Study Guides on Conga University, in person prep classes at Conga Connect
Orchestrate Certified Admin We recommend at least three months of experience administering Orchestrate solutions and that you have your Salesforce Certified Administrator Certification. We also highly recommend completing Conga University Peaks and self-study guides, as well as attending Certification Prep training at Conga Connect. Access to the Conga Certified Admin Community and invite only events, opportunity to enhance your career development and validate expert knowledge and skills, and lastly gain credibility and respect in the Salesforce ecosystem and the CRM/CLM community 50 questions, 1 hour, two attempts, online exam proctored through Conga University Conga University Peaks, Conga Support Site, Self-Study Guides on Conga University, in person prep classes at Conga Connect
Sign Certified Admin We recommend at least three months of experience administering Sign solutions and that you have your Salesforce Certified Administrator Certification. We also highly recommend completing Conga University Peaks and self-study guides, as well as attending Certification Prep training at Conga Connect. Access to the Conga Certified Admin Community and invite only events, opportunity to enhance your career development and validate expert knowledge and skills, and lastly gain credibility and respect in the Salesforce ecosystem and the CRM/CLM community 25 questions, 30 mins, two attempts, online exam proctored through Conga University Conga University Peaks, Conga Support Site, Self-Study Guides on Conga University, in person prep classes at Conga Connect

 

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