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Mapping Conga Templates to Opportunity record types and pricing types.
I'm a new admin and we have a very complicated instance. I've been working to map Conga templates for our Sales Agreements to specific Opp types (Renewal) and Pricing Types, which appear on a picklist.
I would really appreciate some guidance - I have a github gist link if you're interested in helping with this. We'll probably have to do a Hangout and screenshare to fully understand the situation - too much to write here.
Thanks so much for your time!
~Julien
I would really appreciate some guidance - I have a github gist link if you're interested in helping with this. We'll probably have to do a Hangout and screenshare to fully understand the situation - too much to write here.
Thanks so much for your time!
~Julien
It ultimately required some development work but we got it working. We store the templates in a custom object named "Conga Templates" and created logic to pull on the template record id's pursuant to picklist product type and/oropportunity types. Here's a code snippet from our relevant Apex class - please feel free to contact me if you need more:
public static Object getFlowCongaTemplateId(final Opportunity oprt) {
if (isRenewalUpgrade(oprt)) {
if (MiscUtils.isProduction()) {
return 'a0M00000000u8Av';
} else {
return 'a0MP0000002jY73';
}
} else if (isRenewal(oprt)) {
if (MiscUtils.isProduction()) {
return 'a0M00000000ucVm';
} else {
return 'a0MP0000002jYre';
}
} else if (isUpgrade(oprt)) {
if (MiscUtils.isProduction()) {
return 'a0M00000000ukHd';
} else {
return 'a0MP0000002jZvK';
}
} else {
if (MiscUtils.isProduction()) {
return 'a0M00000000u6Yy';
} else {
return 'a0MP0000002XoV7';
}
}
}
All Answers
Hope this helps,
Garry
It ultimately required some development work but we got it working. We store the templates in a custom object named "Conga Templates" and created logic to pull on the template record id's pursuant to picklist product type and/oropportunity types. Here's a code snippet from our relevant Apex class - please feel free to contact me if you need more:
public static Object getFlowCongaTemplateId(final Opportunity oprt) {
if (isRenewalUpgrade(oprt)) {
if (MiscUtils.isProduction()) {
return 'a0M00000000u8Av';
} else {
return 'a0MP0000002jY73';
}
} else if (isRenewal(oprt)) {
if (MiscUtils.isProduction()) {
return 'a0M00000000ucVm';
} else {
return 'a0MP0000002jYre';
}
} else if (isUpgrade(oprt)) {
if (MiscUtils.isProduction()) {
return 'a0M00000000ukHd';
} else {
return 'a0MP0000002jZvK';
}
} else {
if (MiscUtils.isProduction()) {
return 'a0M00000000u6Yy';
} else {
return 'a0MP0000002XoV7';
}
}
}