Conga Composer Automation Flashcards
(25 cards)
The User to Send As in a Conga Trigger solution must have all of the following EXCEPT:
A. A Composer License.
B. Modify All Data enabled.
C. Access to all components in the Conga Trigger solution.
D. At least Read-Only access to the Conga Trigger formula field.
If using &QMode=SendEmail with a Conga File Template, which of the following parameters should be defined for the solution to work? (Select 3)
A. &ContentWorkspaceId
B. &EmailToId
C. &TemplateId
D. &CongaEmailTemplateId (CETId)
E. &SC0
F. &OFP
All of the following statements are false EXCEPT:
A. Conga Batch and Trigger are included in the Composer package.
B. Service events for Batch and Trigger must be purchased separately from Composer.
C. The service does NOT need to be activated by Conga before use.
D. Composer is not required to run Batch or Trigger.
The following Workflow Rule would trigger under which circumstance?
A. An Opportunity record is edited and the Stage is updated to Closed Won.
B. An Opportunity record is edited and the Stage is updated to Closed Lost.
C. An Opportunity record is edited.
D. A new Opportunity record is created.
The Formula Builder can be used to do all of the following EXCEPT:
A. Set Field-Level Security on the formula field.
B. Update the Composer Button URL.
C. Add the API name of the formula field to the Conga Batch record.
D. Update the formula field.
All of the following would result in an error when running Conga Trigger or Conga Batch EXCEPT:
A. Conga Composer license is expired
B. Session time-out when document processing takes place
C. If statements in the template
D. User to Send As is not an active user
To access the Formula Builder for a Conga Batch solution, what must be done first?
A. Populate the Master Object Source.
B. Create a Conga Batch schedule.
C. Create a Conga Batch record.
D. Create a Formula Builder record.
When installing Conga Batch and Conga Trigger, we recommend selecting:
A. Install for All Users
B. Install for Composer Users
C. Install for Admins Only
D. Install for Specific Profiles
The best way to be immediately notified of the results of a Scheduled Batch operation is to:
A. Include a copy, in the form of an email sent to a specific email address, for all Scheduled Batch operations
B. Stay logged into Salesforce and continually refresh the Conga Batch Dashboard
C. Bookmark the schedule Batch records in SFDC and check the record after the expected Run Date
D. Create a Salesforce Workflow rule on the Scheduled Conductor History object to send an email with record details when a record is “created”
Where would an Admin go to schedule an existing Conga Batch process?
A. Go to the Conga Batch Dashboard
B. Run Conga Composer Setup
C. Schedule button on the Conga Batch record
D. Run Conga Batch Setup
Which of the following is NOT configured from the Setup Tab in Batch and Trigger?
A. API Floor
B. Google Refresh Token
C. User to Send As
D. Scheduled Conductor Master Switch
Which of the following is the correct formula for this Composer URL?
/apex/APXTConga4__Conga_Composer?serverUrl={!API.Partner_Server_URL_370}&id={!Opportunity.Id}
&QueryId=[Summary]a031U000000we6E
&TemplateId=a041U0000013a50
&TemplateGroup=Quote
&CETID=a021U0000016EKn
&CETG=Quote
&EmailToId=0031U0000017EKz
&DefaultPDF=1
&OFN=Conga+Quote+-+{!Opportunity.Name}
&DS7=2
A. “&id=” + Id “&queryid=[Summary]a031U000000we6E” “&templateid=a041U0000013a50” “&templategroup=Quote” “&cetid=a021U0000016EKn” “&cetg=Quote”“&emailtoid=0031U0000017EKz”“&defaultpdf=1” “&ofn=Conga Quote - “ + Name “qmode=download”
B. &id=” + Id +&queryid=[Summary]a031U000000we6E” + &templateid=a041U0000013a50” + &templategroup=Quote” + &cetid=a021U0000016EKn” + &cetg=Quote” +&emailtoid=0031U0000017EKz” +&defaultpdf=1” + &ofn=Conga Quote - “ + Name + &ds7=2”
C. “&id=” + “Id” +”&queryid=[Summary]a031U000000we6E” + “&templateid=a041U0000013a50” + “&templategroup=Quote” + “&cetid=a021U0000016EKn” + “&cetg=Quote” +”&emailtoid=0031U0000017EKz” +”&defaultpdf=1” + “&ofn=Conga Quote - “ + Name +”&ds7=2”
D. “&id=” + Id +”&queryid=[Summary]a031U000000we6E” + “&templateid=a041U0000013a50” + “&templategroup=Quote” + “&cetid=a021U0000016EKn” + “&cetg=Quote” +”&emailtoid=0031U0000017EKz” +”&defaultpdf=1” + “&ofn=Conga Quote - “ + Name + “&qmode=sendemail”
How many records can you include in a batch when downloading the output documents?
A. 5000
B. 100
C. 50
D. 1000
Where is the query used to define the scope of records for a Conga Batch solution stored?
A. In the Composer URL.
B. In the formula field.
C. Conga Queries.
D. On the Conga Batch record.
If you generate 200 documents against 100 records using Conga Batch, how many service events will you use?
A. 200
B. 300
C. 150
D. 100
When creating a Salesforce Workflow Rule for a Conga Trigger solution, the object selected must be the same as the ____________ from your Conga composer solution.
A. Conga Object
B. Master Object
C. Template Object
D. Contact Object
You are passing the Account Name Burke & Reilly’s into a Batch or Trigger formula field as the value for an OFN parameter. Which of the following does this successfully?
A. “&OFN=” + SUBSTITUTE (Account.Name, “&”, “{~~~}” )
B. “&OFN=” + (Account.Name) || (“{~~~}” )
C. “&OFN=” + CONCATENATE (Account.Name, “&”, “{~~~}” )
D. “&OFN=” + (Account.Name)
What is the preferred method for launching Batch from a list of records when using Salesforce Lightning?
A. Using the Conductor Batch Custom Action available in Conga Grid
B. A Composer Action added to the List View
C. Custom Development using Visualforce and Apex
D. A JavaScript List View Button
Conga Trigger solutions are launched by:
A. A button click
B. A Refresh Token
C. A Batch schedule
D. A Salesforce Workflow Rule
How is detailed information regarding errors that occurred in a Batch process best obtained?
A. Review the email sent to the User that launched Batch process.
B. Opening the Scheduled Conductor History entry for the manual Batch process.
C. Review the Organization Debug Logs for the time period of the Batch.
D. Clicking on the Conga Batch Log record and reviewing the Error List.
When converting a Composer button URL to a formula, parameter names must be enclosed in:
A. Quotes
B. Plus signs
C. Ampersands
D. They do not need to be enclosed in anything.
Which of the following launching methods is unavailable when using Salesforce Lightning?
A. Launching from a List View with a JavaScript Button.
B. Launching from a Detail Page Layout with an Action.
C. Launching from a List View using a combination of Visualforce and Apex.
D. Launching from a Batch record with an Action.
What is wrong with the below Batch Formula Field, leading to the following error when running the Batch process? “You must specify at least one template id for this output mode.
A. Missing CongaEmailTemplateId parameter
B. Qmode parameter incorrectly placed at the end of Formula Field
C. Missing “+” at the end of the Formula Field
D. A template is not defined within the Formula Field
What can you add to the Master Object Source section on the Conga Batch record to indicate what records to include in the batch?
A. The Id of a Conga Query record that returns a list of Master Object record Ids.
B. The URL field name of the Composer URL that contains a list of Master Object record Ids.
C. The API Name of the formula field that contains a list of Master Object record Ids.
D. The Id of a Conga Query record that returns data to populate the template.
