Posts

Concept Dive: Conga for PractiFI

At PractiFI we believe in surrounding awesome with more awesome. That’s why our ecosystem of integration partners is built entirely of best-of-breed point solutions, specifically chosen to drive amazing efficiencies in financial services.

Introducing Conga, the document generation tool of choice integrated into PractiFI.

 

CongaLogo

 

What is Conga?

Conga is the number one document generation on the salesforce.com AppExchange. Nobody generates documents like those guys.

How does it work?

Conga takes the documents you use every day, in the formats you’re used to using (Word, Excel, Powerpoint, PDF) and lets you turn these into powerful, data-driven merge templates.

In a PractiFI context, this means you can use the data you already have to generate all of your important documents at the click of a mouse. With a click or two you can produce common advice documents like:

  • Reverse fact find
  • Record of Advice (ROA)
  • Authority to proceed
  • Financial Disclosure Statement (FDS)
  • Review reminder letters
  • Policy update notifications

In fact, you can even populate fillable PDFs, such as application forms, given to you by insurers, banks or other organisations.

But what does it all mean?

Picture a world where documents create themselves. A world where those documents can be automatically delivered for an e-signature. A world where those signed documents appear, right back in PractiFI. Right where you need them.

This is the reality of what Conga for PractiFI can do right now, especially if you introduce Docusign into the mix.

Want to get started?

Get in touch to learn more about how to get started with Conga for PractiFI.

How To: Work with Conga Data Sets in PractiFI

PractiFI and Conga are a match made in document generation heaven! Remember what it felt like to have to type all those pesky documents by hand? Well remember no more. Once we’re done with you, you’ll be creating all your documents through Conga for PractiFI. Seriously.

Working with Conga Queries

In the PractiFI universe, Conga uses SOQL Queries to drive the data you can merge into your document templates. If you’re feeling technical, you can find more information on SOQL here.

Take a look at this documentation from Conga to learn more about how they use Conga Queries.
Here we’ll run you through the fancy-pants specifics of how Conga Queries are utilised in Conga for PractiFI.

You can find Conga Queries by following these steps:

  1. Head to the PractiFI Setup menu and choose ‘Salesforce Setup’Screen Shot 2015-07-02 at 2.56.04 pm
  2. In the Salesforce UI, click on the App Menu and select the Conga Composer app.Screen Shot 2015-07-02 at 2.58.23 pm
  3. Go to the Conga Queries tab.Screen Shot 2015-07-02 at 2.59.09 pm
  4. Choose the ‘All’ view and click ‘Go’.Screen Shot 2015-07-02 at 2.59.24 pm

Now you should see a list of the data sets PractiFI gives you out of the box. Neat, right? From here, you can edit one of the existing queries, or you can create your own from scratch.

To create a new query:

  1. Click on the ‘New Conga Query’ button.Screen Shot 2015-07-02 at 3.35.54 pm
  2. Give the query a Name and, optionally, a description. If you’re feeling brave, you can also manually type in your SOQL statement right here. Otherwise, leave it blank and we’ll use the Conga Query Builder to generate this statement. Click Save.Screen Shot 2015-07-02 at 3.38.02 pm
  3. Click the ‘Conga Query Builder’ button.Screen Shot 2015-07-02 at 3.10.30 pm
  4. Select the salesforce object that you want to extract data from and click ‘Next’.Screen Shot 2015-07-02 at 2.32.19 pm
  5. Select the fields you want to include in your data set. From here, you can choose fields from your chosen object, and any child object, then Click ‘Next’.
    • NB: If you’re trying to use PractiFI Reference Data in your solution (for example: Client Stage; Cashflow Type etc), you should choose the Name field – and any other required fields – from the child object rather than relying on the data on the main object.Screen Shot 2015-07-02 at 2.39.55 pm Screen Shot 2015-07-02 at 2.40.47 pm
  6. Set any filter criteria on your data set. Conga will automatically pass through the ID of the master record to the first filter (this is either the Client ID or the Policy ID and is pre-defined in the PractiFI Conga buttons). So you should set the Field to the appropriate reference field, and leave the right hand input box blank. Click Next.Screen Shot 2015-07-02 at 2.51.22 pm
  7. Finally, you can preview your query and text it by passing values into the filters. Usually, you will just want to paste a master record ID (Client ID or Policy ID) into the first text box and click ‘Preview’.Screen Shot 2015-07-02 at 3.08.06 pm
  8. Once you’re happy with your Query, click ‘Save’.
  9. Copy the ID from the record’s URL – you’re going to need this in the next steps.Screen Shot 2015-07-02 at 4.17.07 pm

Adding Data Sets to Conga in PractiFI

So now you’ve got your new data set all setup. You clever little thing! So let’s get that data set into PractiFI.

To do this, all you need to do is:

  1. Head back into the PractiFI UI.
  2. Head back to the PractiFI Setup Menu. This time, select PractiFI Settings.Screen Shot 2015-07-02 at 2.56.33 pm
  3. Go to Config Settings (the little Cog icon on the left), and select the ‘Integrations’ tab.Screen Shot 2015-07-02 at 3.41.36 pm
  4. Here you should see two ‘Conga URL Parameters’ fields – one for Client and one for Policy. These fields allow you to customise the way Conga works in PractiFI using standard Conga parameters. Edit the settings, and in one of these fields (you know which one’s the right one!) , type in ‘&QueryId=[QueryAlias]‘ (replace QueryAlias with the name of the data set as you would like it to appear in the Conga Template Builder). Then paste in the ID you copied earlier.Screen Shot 2015-07-02 at 4.17.28 pm
  5. Save you work, then verify you’ve done everything right (but we know you have) by heading into a Service or Policy and running Conga.

Voila! Now you’ve got all the mad skills you need to customise Conga for PractiFI exactly the way you need it. Take a rest. You’ve earned it!