Session Rosters by Session (Multiple Sessions)

Generating and printing Session Rosters from the Sessions List View is a method ideal for printing Session Rosters in bulk. 

To access the Sessions list view, 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(s) that you would like to work from by checking the check box next to the Session line item(s). 

After selecting the Session, click on the Session Rosters button located at the top of the list view to open the Conga Conductor Salesforce application (will open in pop-up window). 

Once Conga Conductor opens, select Start. Conga Conductor will gather information from the Session(s) record to place into the Session Roster template. The Session Rosters will download into a zip folder titled Session Name Roster (i.e., The New Philanthropists Roster) will appear in your downloads folder.

To access each Session Roster, open the zip folder and select the file to open it in Micorsoft Word. 

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