-
Conga Solution : Need to update the field dynamically in the conga email template
I had a "Reserve field" in the salesforce Object , So when the field is not filled , Instead of showing Blank in the email template , need to show "TBD" . Need to satisfy two conditions. 1) it should show "TBD" if the Checkbox "No Reserve" or "Reserve price" is not selected 2) It should show the amount if "Reserve Price" is selected. I had this condition. Can someone fix this formula which should be put in the template.
IF( No_Reserve__c || Reserve_Price__c > 0
, IF(No_Reserve__c ,'NO RESERVE', TEXT(Reserve_Price__c))
, 'TBD') -
1 Reply
-
Hi
For this, you can look into the below two Conga Support links
How to Compare Two Values in Word Templates using IF Statements
How to Create IF Fields in a Microsoft Word Template
Or you can build a custom formula field on salesforce side and then use that in your template.
Hope this helps you.
Log In to reply.
Popular Salesforce Blogs
An Introduction to Salesforce Wave Analytics
Analytics is secure, trustable, scaled and also it is responsive to access on every media screen. It can be easily used in org to handle…
Salesforce FreePBX Integration | All You Need to Know
In the fast-paced realm of customer relationship management (CRM), staying ahead requires leveraging the latest technologies. One such powerful tool that transforms the way businesses…
Understanding Decorators and Lifecycle Hooks in Lightning Web Components (LWC)
Lightning Web Components (LWC) have revolutionized the way we build user interfaces in Salesforce. They offer a powerful way to create interactive and responsive web…
Popular Salesforce Videos
Salesforce Consent Management
Consent Management: Track Customer Consent and Honor Opt-Out Requests. Track your customers' approval for how your company interacts with them. To help you assess your…
Crash Course on Apex Triggers Salesforce | Complete Guide with Real Time Scenarios
Complete guide on Apex Triggers Salesforce 0:00 Intro 0:33 Is Triggers difficult to Learn 0:50 What is Trigger? 3:03 What are Trigger events? 11:55 How…
How Customers Embrace Salesforce - Literally!
Get ready to giggle ???? Couldn’t get enough of the famous Key and Peele’s video doing the rounds on social media? Check out our version…
