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PlainviewPlainview 

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
Best Answer chosen by Plainview
PlainviewPlainview
So, just to wrap this up and in the event that this may be of some help to someone.

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

DarthGarryDarthGarry
Hi Julien.  My first reccomendation would be to check in with Conga Support (who are AWESOME).  My first guess is some of this may be addressable with either customizing the formula in the button or creating a formula field to generate the needed Template ID depending on the Opportunity Type/Pricing data.

Hope this helps,

Garry
PlainviewPlainview
Thanks, Garry. I'll try Conga Support and see if they can help. I've worked with them before - you're right - they're great.

PlainviewPlainview
So, just to wrap this up and in the event that this may be of some help to someone.

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';
      }
    }
  
  }
This was selected as the best answer