-
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
Best Salesforce Integration Services for 2026
Businesses rarely rely on Salesforce alone. Sales, marketing, customer support, finance, ERP, ecommerce, analytics, and communication platforms often operate as separate systems. Without proper integration,…
Benefits of Salesforce CRM For Startups
As a startup business, it can get challenging to have a strong first quarter once you begin operations. This is primarily due to the missed…
Hire Salesforce Developer: Internal, External; Onshore vs. Offshore
Although the services provided by experts have multiple layered challenges, the benefits of those services far outweigh the problems. This is what happens with Salesforce…
Popular Salesforce Videos
How Salesforce Industries can be Used on Top of Salesforce?
Salesforce Industries offers pre-built solutions on the Salesforce platform that solve the needs of particular industries. Vlocity takes these common requirements and packages them into…
Salesforce Marketing Cloud Automation Studio
Automation Studio is a Marketing Cloud application used to execute multi-step marketing and data management activities on an immediate, triggered, or scheduled basis. Use Automation…
Visualforce Training for Beginners : Visualforce Tags in Salesforce
This video helps you to learn following topics: Visualforce Tags Standard Controllers Associating a Standard Controller with a Visualforce Page What are action methods? Action…
