May 11, 2021, 5:00 – 6:30 PM (UTC)
Salesforce Admin Group, Milwaukee, United States
We are excited to have Kat Harrison join us to talk about her experience with Conga Composer, a powerful tool used to build fully customized, personalized documents in a snap, automate document processes, and reduce errors for better customer communications. She'll work from a from a sample document, to mapping fields, querying multiple objects, and automating document generation.
Join us on May 11th, where our special guest, Kat Harrison will share with us her experience with automated document creation. Working from a client's sample document, she'll walk through methods for gathering requirements, identifying data sources, working through mapping data to a template, and some ideas about quality assurance and delivery. We'll talk through a sample use-case, examine a manual document and a poorly poorly-written Visualforce pdf (blame Squire), and then see how easily it can be implemented with the features and functions of Conga.
Marshfield Consulting
Sr Solution Consultant
Tuesday, May 11, 2021
5:00 PM – 6:30 PM (UTC)
| 5:00 PM | Check-in & Networking |
| 5:15 PM | Opening Agenda |
| 5:30 PM | Conga! Conga! Conga! |
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