Session Rosters by Session (Single Session)

From the Session Record

To access the Session record, click on the Sessions tab at top of the Salesforce window. Select the appropriate list view (i.e., AF 16 - Master Specs - ALL Days) from the drop menu located above the list view results section. 

Once the list view results appear, select the appropriate Session record by clicking on the Session Name. 

From the Session Record

Selecting the Session Name opens the Session Record in Salesforce.

Session Rosters can be found in Custom Links section on the Session record in Salesforce. Click on the Session Roster (Template) link to open the Conga Composer Salesforce application (will open in pop-up window).

Once Conga Composer opens, confirm that the Session Roster template is selected under the Template List pane. Select Merge & Download. Conga Composer will gather information from the Session record to place into the Session Roster template. A Word document titled Session Name Roster (i.e., The New Philanthropists Roster) will appear in your downloads. 

The Session Roster includes the Session's attendee information such as name, fellowship program and class (if applicable), job and company, and a headshot.