Conga
Conga Composer and Grid for document generation and in-place data editing.
Conga on Salesforce
Conga Composer and Grid for document generation and in-place data editing. We have shipped it across 5 client projects and 190 build tasks.
The value is that the action happens automatically from the record your team already works in, with the result tracked back in Salesforce.
We deploy the managed package the right way: sandbox first, licenses and permission sets assigned, templates and layouts configured, and automation wrapped around it so it fits your process.
Every Conga build is delivered by a senior Salesforce architect on a fixed price, tested end to end in a sandbox, deployed to your org, and backed by 30 days of hypercare. You own the result: documented, source-controlled, and free of black-box middleware lock-in.
Quick facts
- Platform
- Conga
- Type
- Docs / Grid
- Direction
- Document generation
- Objects
- Any record
- Best for
- Document generation
Why connect Conga to Salesforce
What your team actually gets out of the integration.
Everything in one place
Conga data lives in Salesforce, so your team stops switching between apps and works from a single record.
Act without app-switching
Trigger Conga straight from the record your team already works in.
No manual data entry
Automation replaces copy and paste between Conga and Salesforce, cutting errors and admin time.
Built by senior architects
A production-grade build with governance, testing, and support, not a brittle one-off script.
Live in weeks, at a fixed price
A senior architect scopes and ships your Conga integration on a fixed price, usually in two to six weeks.
Owned by you
Documented, deployed to your own org, and yours to keep. No black-box middleware and no lock-in.
What a Conga integration changes
The measurable difference teams see once the data flows on its own, instead of through copy-paste and spreadsheets.
actions from the record your team already uses
app-switching for the everyday workflow
execution across the whole team
status write-back for a clean audit trail
Where teams use Conga on Salesforce
The scenarios this integration is built for, including the ones we have already delivered.
Generate a branded document from a record in one click
Merge related records into a single bundle
Bulk-edit rows of data in a grid
Parameterize a template for different outputs
Generate branded documents from records.
Edit records in a spreadsheet-style grid.
Maintain reusable doc templates.
Trigger Conga straight from the Salesforce record your team already works in, with the result written back.
Standardize the action across the team so it happens the same way every time.
Give leadership one dashboard that ties Conga activity to pipeline and revenue.
Onboard new team members faster, because everything about a customer lives on one Salesforce record.
Teams that get the most from Conga on Salesforce
The roles that feel the difference on day one.
Three ways to connect Conga to Salesforce
And which one we recommend for a build like this.
| Native / packaged connectorWe recommend | iPaaS middleware | Custom Apex + API | |
|---|---|---|---|
| Best for | Standard needs, fast start | Many systems, high volume | Bespoke logic, full control |
| Speed to value | Fastest | Fast | Moderate |
| Flexibility | Limited to the connector | High | Unlimited |
| Ongoing cost | Connector license | Platform license | Build and maintain |
| Best when | A supported connector fits | You integrate several systems | Nothing off-the-shelf fits |
How Conga connects to Salesforce
The shape of the integration at a glance. For the full engineering walkthrough with real code, read the technical guide.
Read the full technical guide
Architecture, the step-by-step build with real Apex and DataWeave code, field mapping, security, and the pitfalls we design out. Written for developers and admins.
What we have built with Conga
Conga Composer and Conga Grid used for document generation and in-place tabular editing of Salesforce data, with templated output bundles and parameter-driven solutions across many sprints.
Document generation
Built and iterated Conga Composer templates and reporting bundles, adding parameters and components so documents render exactly to spec.
In-place grid editing
Used Conga Grid for fast tabular viewing and editing of Salesforce records without a page-by-page click-through.
Real components we ship
What to expect
A typical engagement, from the first call to a monitored go-live.
Discovery and scoping
2 to 4 daysWe map requirements, data, and success criteria, and agree a fixed price.
Build in a sandbox
1 to 3 weeksAuthentication, field mapping, and automation for the Conga integration.
Test and UAT
3 to 5 daysSandbox validation, edge cases, and a parallel run against the live system.
Go-live and hypercare
30 daysProduction deployment, training, and monitored support.
Conga Salesforce integration FAQs
How do I connect Conga to Salesforce?
We authenticate Conga using the managed package with OAuth, map the fields to your document, build the automation, test it in a sandbox, and go live. Most builds run two to six weeks depending on scope.
Is the Conga Salesforce integration two-way?
We build it to match your process, one-way or two-way, depending on what you need.
Do we need the Conga managed package?
Usually yes, for the fastest and most supported build. We install it in a sandbox first, then configure it and wrap automation around it.
How long does a Conga Salesforce integration take?
Typically two to six weeks, depending on how many objects and edge cases are involved. We scope it up front and quote a fixed price.
How much does a Conga Salesforce integration cost?
Every engagement starts with a free discovery call and a fixed-price estimate, so there are no hourly surprises.
Do you keep our existing data and history?
Yes. We preserve your existing records and reconcile them during setup, so your reporting works from day one.
Which Salesforce objects does the Conga integration use?
Typically the document plus related Accounts, and any custom objects your process needs. We map every field during setup.
Can you build it in our sandbox first?
Yes, always. We build and test in a sandbox, then deploy to production via change sets or a CI pipeline, so there is no risk to your live org.
Related integrations
All integrationsNeed a Conga integration done right?
Tell us your setup and where the data breaks. In a free 30-minute call we will map the Conga flow and hand you a clear, fixed-price plan.