Conga Expert for complex Conga Solutions
Budget: $15 – $25 USD
Project Description:
We have a two part project that we a need a Conga Expert for:
1. We have several updates to an existing, complex Conga+Microsoft Word template including graphic changes (lines, boxes, spacing), text updates (layout, positioning) and field merge updates (new section, new section dividing line) and conditional logic.
2. We have a complex and federally regulated document that we create via Conga. We'd like to isolate the key part of the template into a single Conga solution that can be referenced by other other Conga Solutions/Templates. We want a master singular template that is locked and controlled independently from the rest of the document. And then reuse that locked/controlled version. This project includes the creation of the master document and then updating 10+ other templates to use that master document.
Required Experience:
- You are VERY experienced with complex Conga integrations with Microsoft Word templates as well as Salesforce, and can implement a specific list of requested changes to spec.
- You are well versed in multiple Conga products - Composer, Batch, Solutions, etc.
- You are very experienced in MS Word styling, tables, and conditional formatting.
- You are Salesforce Admin and App Builder certified
- 5+ years SF configuration experience
We have an experienced Salesforce team of developers who can update the SOQL query for you if needed.
Please provide examples of a Word document for Conga that you have successfully completed and how you have used Conga Solution records in the past.
We have a two part project that we a need a Conga Expert for:
1. We have several updates to an existing, complex Conga+Microsoft Word template including graphic changes (lines, boxes, spacing), text updates (layout, positioning) and field merge updates (new section, new section dividing line) and conditional logic.
2. We have a complex and federally regulated document that we create via Conga. We'd like to isolate the key part of the template into a single Conga solution that can be referenced by other other Conga Solutions/Templates. We want a master singular template that is locked and controlled independently from the rest of the document. And then reuse that locked/controlled version. This project includes the creation of the master document and then updating 10+ other templates to use that master document.
Required Experience:
- You are VERY experienced with complex Conga integrations with Microsoft Word templates as well as Salesforce, and can implement a specific list of requested changes to spec.
- You are well versed in multiple Conga products - Composer, Batch, Solutions, etc.
- You are very experienced in MS Word styling, tables, and conditional formatting.
- You are Salesforce Admin and App Builder certified
- 5+ years SF configuration experience
We have an experienced Salesforce team of developers who can update the SOQL query for you if needed.
Please provide examples of a Word document for Conga that you have successfully completed and how you have used Conga Solution records in the past.