We use Conga Composer to merge data from Salesforce records into pre-formatted Word, Excel, or PowerPoint templates to generate everything from seminar tent cards, name badges, participant lists, bios, and venture documents to rooming lists, event registration details and invoices, survey results, venture presentations, and more.

There are three main components to Conga Composer that work together.

1. Reports - data content. Reports contains the actual data fields you want to merge into your document.
2. Templates - data container. Templates have merge fields that pull in data from your report.
3. Custom Links launch Conga Composer and pass along the reports and templates you want to use. Custom links/buttons can only be created by Salesforce administrators.

Custom Links are how you launch the Conga Composer window and are created by the Salesforce admin to pass along the information Conga needs to create your documents. Reports pull the data you want into your document. Templates are pre-formatted with merge fields to pull the report data.