AppExtremes, Inc.

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AppExtremes, Inc.
Bringing out the best in Salesforce Twin Cities
User Group Presentation September 16, 2008
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AppExtremes, Inc.

• Founded 2006
• Broomfield, Colorado USA
• Exclusively Salesforce
• 350 Customers in 36 Countries
• 100 Wind-Powered!
• Todays speaker
• Mark Whiteside, COO
• mwhiteside_at_appextremes.com
• [phone]

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AppExtremes, Inc.

• Conga Courier
• Scheduled delivery of Salesforce Reports via
  email
• Send to Salesforce Users or Contacts

• Conga Merge
• Output from Multiple Related Lists, Custom
  Objects
• Batch Documents, Letters, Mailing Labels, etc.

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Conga MergeHundreds of New Solution Opportunities
TM

• Conga Merge PointMerge
• Content-Rich Documents, Spreadsheets, PDF Forms
• Complex Quotes, Account Plans, Contracts, Reports

• Conga Merge MassMerge
• Master-Detail Content, Letters, Mailing Labels
• Reduces repetitive, routine jobs to a few clicks

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Conga Merge What sets it apart?
TM

• Easy to build and maintain (no programming!)
• Custom Buttons or Links
• Salesforce Report(s)
• Templates Word, Excel, PPT or PDF Forms
• Conditional Logic Display/Hide Tables, Text
• Merge Images, Signatures, Checkboxes, HTML
• Output to User, Attachment, email or EchoSign
• Conga Merge Template Repository

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Conga Merge Use Cases to Consider
TM

• Any output requiring fields from multiple related
  objects and/or related lists
• Quotes, Proposals, Contracts, Activity Reports,
  Strategic Plans
• Reduce tedious, error-prone processes to single
  click
• Create
• Convert to PDF
• Attach to email / EchoSign / Other
• Log Activity, Set Follow-Up Tasks
• Eliminate re-keying or export-copy-paste into
  Excel
• Consolidate presentation of multiple Salesforce
  Reports

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Conga MergeEasy Setup - No New Skills Required
TM

• Salesforce Reports
• Salesforce Custom Buttons or Links
• Microsoft Word Mail Merge Templates
• Microsoft Excel Templates
• Step-by-Step Customization Guide
• Free Support for Administrators

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Conga Merge PointMerge Retrieve fields from
multiple related objects
TM
In two clicks, CM orchestrates the retrieval of
data from the master object plus multiple related
objects using reports, inserts it in designated
regions on a template and returns the final
output to the user
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Conga Merge PointMergeMerge-to-Excel for Quotes,
Analysis
TM
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Conga Merge PointMergePDF Forms Finance
Firms, Govt Agencies
TM
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Conga Merge PointMergeOne click Merge-to-PDF,
attach-to-email
TM
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Conga Merge PointMergeAttach Output File to
Source Record, Include Link in Activity Record
TM
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Conga Merge PointMergeTemplate selection and
other options may be pre-configured for one-click
launch from a button or link
TM
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Conga Merge PointMergeBackground (no dialog)
Mode, Direct-to-Email and Direct-to-EchoSign
Integration Options
TM
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Conga Merge PointMergeButton/Link URL Elements
TM
https//www.AppExtremes.com/Apps/Conga/PointMerge.
aspx ?sessionID!API.Session_IDserverURL!API.
Partner_Server_URL_80 ID!Contact.Id ReportID
00O50000001NGuW?pv0!Contact.Id ReportID00O50
000001NGvL?pv0!Contact.Account_Id TemplateId0
1H500000005ta5 ofnOptional_File_Name
elements DefaultPDFTrue Etc
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Conga Merge - MassMergeStreamline Routine Mail
Merge
TM

• Merge data from any objects using custom Reports,
  Campaigns Leads Contacts on-the-fly
• Merge from multiple related objects, including
  Master-Detail relationships!
• Log activity
• Store merged text in comment field
• Update one or more fields in source records
• Auto-create future reminder tasks

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Conga MergeMassMerge with Master-Detail Support
TM
Mass-merge with fullMaster-Detail support
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Mass-Merge Solutions for salesforce.comConga
Merge vs Extended Mail Merge
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Conga MergeOptional Components Available by
Request
TM

• Conga Merge Template Repository
• Custom Object allows control over template access
  using standard Salesforce security
• Templates can be updated without changing ID
  reference
• QuickMerge
• Allows single-click execution of mass-merge
  routines and multiple-report rollups
• Data source, templates, activity logging options
  all pre-defined
• Conga Merge SOQL Query
• Allows simple SOQL queries to retrieve merge data
  when reports are not available
• Enables Merge operations from Customer and
  Partner Portals

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Conga Merge24/7/365 Availability and Robust
Security
TM

• High-Availability, High-Capacity Server
  Infrastructure
• Multi-Site Redundancy for Disaster Recovery
• Hosted and Secured by OpSource
• Data Centers SAS 70 Type 2 Compliant
• All Network Traffic Encrypted with High-Grade
  Encryption Key (RC4 128 Bit)
• No merge data stored

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AppExtremes, Inc.See www.appextremes.com for
additional details

• Conga Courier
• Scheduled emailing of Salesforce Reports
• Send to Salesforce Users or Contacts

• Conga Merge
• Merge Multiple Related Lists, Custom Objects
• Batch Documents, Letters, Mailing Labels

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Park Place Suite 3502655 West Midway
BoulevardBroomfield, CO 80020(303) 465
1616www.AppExtremes.com
Thank you
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