Conga Composer consulting and implementation that holds up in production

A full engagement covers requirements discovery, a review of your Salesforce data model, Conga Query design, template build across Word, Excel, PowerPoint or PDF, Conga Solution and button configuration, delivery and eSignature routing, testing against real records and user profiles, admin training, and deployment from sandbox to production. Smaller engagements are scoped to one part of that — most often a rescue of an existing build, or automation added to a solution that already works manually.

A focused rollout covering core document templates, Conga Queries and one or two Conga Solutions typically runs four to eight weeks. The variables that move that number are the number of genuinely distinct documents, how clean the Salesforce data model is underneath them, whether automated or batch generation is in scope, and how many people have to approve the document design. We give a phase-by-phase estimate after discovery rather than a single figure before it.

That is where a large share of our Conga work starts. Adoption usually stalls for one of three reasons: the original queries were brittle and returned the wrong related records, templates broke on edge cases so people stopped trusting the output, or only one document type was ever built. We audit the existing Solutions, Queries and templates, return written findings prioritised by risk and effort within five business days, and then rebuild what is not holding up rather than starting from an empty org.

If the requirement can be expressed as data, template logic or a Conga parameter, it is configuration: queries, merge fields, conditional sections, output format, delivery options. If it needs state, branching across several records, or a decision the merge engine cannot see, it belongs in Salesforce automation beside Composer — a Flow, or Apex where a Flow is genuinely the wrong tool. Keeping that boundary clean is what lets your own administrators maintain the solution afterwards, so we state which side of the line each requirement falls on during architecture, not during the build.

Yes. Conga Batch runs solutions on a schedule or across a set of records, and Conga Trigger runs a solution in response to Salesforce Flow. Both run in the background, which means the delivery method has to be decided in advance rather than chosen by a user at run time. The implementation work is less about switching automation on and more about the design around it: entry criteria that prevent duplicate generation, volumes the schedule can actually handle, and what happens when a run fails at two in the morning.

Composer can email the finished file, attach it to the Salesforce record, or hand it onward for signature — Conga Sign is the native option, and we also connect generated documents to DocuSign, Adobe Acrobat Sign or an existing provider. The part worth designing carefully is what happens after signature: which record the signed file returns to, what status changes, and who gets notified. That write-back is what keeps Salesforce truthful about where each agreement stands.

You do. Everything we build lives in your Salesforce org as Conga Solution, Query and template records you control, with naming standards, descriptions on every button and written documentation for the data behind each document. We train your administrators to make ordinary changes — a new clause, an added product line, a revised layout — without calling us. Where a team would rather retain us, ongoing support is available, but it should be a choice rather than a dependency the build created.