Note: This feature is available to the following product editions:
- Starter
- Standard
- Premium
We're longtime users and fans of the Conga products for Salesforce. They make generating and delivering awesome documents and reports based on Salesforce data amazingly easy, and we've never met a Salesforce admin who doesn't love them. With Conga, you can create reports from TaskRay for external and internal users.
Conga Composer works with custom objects, which includes objects like TaskRay Projects and TaskRay Tasks. In TaskRay, you can use the Conga integration to create exportable documents with project summaries. As an example, you could add a Project Summary field to the Project Details screen, which would contain the generated link to the Conga project summary document.
If you would like to set up the Conga integration in TaskRay, you will need to work with your Conga rep. Keep in mind, in order for this integration to work, you will need to have both Conga and TaskRay installed in Salesforce.