Salesforce -Conga合并模板Excel

发布于 2025-02-12 10:10:36 字数 177 浏览 1 评论 0原文

我想使用Excel模板来进行Salesforce的报告目的,并使用Conga Composer。 我需要在该Excel模板上添加一些来自Salesforce的照片。我能够在单词上轻松地做到这一点。 图像前缀Excel Conga模板是什么?

在Word中是:{{image:fieldName}}

I want to use an excel template for report purpose on Salesforce and i use conga Composer.
I need to add some photos coming from salesforce on that excel template. I am able to to do that easily on Word.
What is the IMAGE prefixe Excel Conga Template?

In word It is: {{IMAGE:FieldName}}

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尽揽少女心 2025-02-19 10:10:36

您将需要打开Conga模板构建器以获取它。

https://documentation.conga.com/composer/latest/create-a-template-with-template-template-builder-158341702.html

基本上,您可以在一个按钮中找到url。抓住机会或您为Conga作曲家白色的任何对象。转到该网址。

https://[org].lightning.force.com//apex/APXTConga4__Conga_Composer?id={!Opportunity.Id}

并将其加载到您的Web浏览器中。右上是一个下拉菜,击中模板构建器。

然后,底部有一个选项,上面写着“ word”和“ excel”。它将改变格式。

也有此文档: https:///documentation.conga.con.conga.com/composer/composer/composer/composer/latest/latestel/excel-templates- 184424153.html

如果您正在使用conga查询或其他内容,您只需在浏览器中运行所有背景参数和设置。例如:

https://[org].lightning.force.com//apex/APXTConga4__Conga_Composer?id={!Opportunity.Id}&QueryId=[test]a078a000018v7cRAAQ

就图像而言,根据您的原始问题,看不到任何明显的东西。您是否尝试过联系支持?

You'll want to open the Conga Template Builder to get it.

https://documentation.conga.com/composer/latest/create-a-template-with-template-builder-158341702.html

Basically, you take the URL found in one of the buttons. Go to an Opportunity or whichever object you whitelisted for Conga Composer. Go to the URL of that.

enter image description here

https://[org].lightning.force.com//apex/APXTConga4__Conga_Composer?id={!Opportunity.Id}

and load that in your web browser. Top right is a drop down, hit the template builder.

enter image description here

Then there is an option at the bottom that says "Word" and "Excel". It'll change the formats.

enter image description here

enter image description here

There is also this documentation: https://documentation.conga.com/composer/latest/excel-templates-184424153.html

If you're using Conga Queries or whatnot, you just run those in the browser minus all the background params and settings. For example:

https://[org].lightning.force.com//apex/APXTConga4__Conga_Composer?id={!Opportunity.Id}&QueryId=[test]a078a000018v7cRAAQ

As far as images based on your original question, not seeing anything obvious. Have you tried contacting support?

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