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Have you come across a scenario where you were required to dynamically pull the customer logo from Salesforce Documents or Attachments while creating a proposal, invoice, etc for a customer? This article explains how to do that.

I’m going to demonstrate how we can embed an image uploaded as an Attachment or Salesforce Document into a Conga document. As per the [official Conga docs](https://documentation.conga.com/cpsfwin20cg/creating-composer-templates/word-templates/advanced-word-templates/merge-images-with-salesforce-id-in-word), this approach works with images uploaded as Salesforce Documents or Attachments to a record.

For this article, let’s suppose we want to create a proposal for a customer from a Salesforce Quote. And, we want to dynamically pull the customer logo from the related Account record and embed it into the generated Conga document.

Now, let’s go through each step one by one.

## Create A Conga Query

The first step is to create a Conga Query to fetch the Attachment record. Here is the Conga Query which I have set up for this example:

select Id from Attachment where Description = ‘Logo’ and ParentId IN (select AccountId from Quote where Id =
‘{pv0}’) order by CreatedDate desc limit 1

The above query will fetch the most recent Attachment record related to the Account related to the Quote record. And, it has another condition to filter the records by Description field to make sure it pulls the customer logo. The record, Quote in our case, from which we invoke Conga Composer, will replace **‘{pv0}’** with the Id of that record. You can change the **where clause** as per your need to fetch the correct record. We just need the Id of the Attachment record, so just query that field.

_Note:_ If you copy and paste the above query, make sure your Attachment record’s Description is set to **Logo.**

## Create Proposal Button on Quote Object

In this step, we are going to create a button on the Quote object and add it to the page layout. I have set up the following button for this example and added it to the appropriate page layout.

_Create Proposal (Lightning Version)_

### URL for Salesforce Lightning button

/apex/APXTConga4\_\_Conga_Composer?serverUrl={!API.Partner_Server_URL_290}&id=
{!Quote.Id}&QueryId=[Attachment]a1b63000005d8MHAAY&WordStripIfs=1&SC0=1&SC1=SalesforceFile&OFN={!Quote.Name}

The above button works for the Lightning Experience. For Salesforce Classic you would need to set up a different button which looks like as shown below and makes sure this button shows up for users in Salesforce Classic.

_Create Proposal (Classic Version)_

### URL for Salesforce Classic button

/apex/APXTConga4\_\_Conga_Composer?serverUrl={!API.Partner_Server_URL_290}&id=
{!Quote.Id}&QueryId=[Attachment]a1b63000005d8MHAAY&WordStripIfs=1&SC0=1&SC1=SalesforceFile&OFN={!Quote.Name}

#### Let’s Test What We Have So Far

Before we proceed further, let’s make sure we can retrieve the attachment record in the Conga Composer with the Conga Query which we have setup. For that follow the following steps:

1. Create or go to an existing Account record
2. Upload a customer logo as an attachment to Account (_Tip: You may need to switch to Salesforce Classic to upload the file as an Attachment)_
3. On the Quote detail page, click on the Create Proposal button. This will open Conga Composer
4. On Conga Composer, click Template Builder under Tools & Settings

If everything is set up correctly, we should see the query result for the **Attachment** query as shown below

_Template Builder_

If you were able to see the Attachment record in Template Builder as shown above, let’s go ahead with next steps. Otherwise, revisit the previous steps and make sure everything is setup correctly.

## Add IMAGE Tag To Conga Template

In this step, we are going to add the Conga IMAGE tag to a Conga Template and see end result in the generated document. Here is a [sample template](https://drive.google.com/file/d/1Kbq9UPc9DUreReFm4upLU0STeU97rBZe/view?usp=sharing) that we have created for this article.

**Note:** You can try with the above template or copy and paste the tags from our template into your template.

Now, let’s test the above template in Conga Composer.

- On Conga Composer, choose the Local Template tab and select the Conga Template as shown below.

_Select template_

- After selecting the file, click on the Preview button.

_Preview Template_

Here is how the generated doc looks for me.

_Generated doc with embedded customer logo from Account._

---

## Conclusion

We can use the Conga IMAGE tag to embed images uploaded as attachments to a Salesforce record. We can extend this example to different real-world use cases and the possibilities are endless.

If you need help with Salesforce or have something a little more complex that might require advanced developer knowledge? We can help. Contact us at [help@cloudanswers.com](mailto:help@cloudanswers.com) or chat with us.

---

Read also

[Effective data storage in Salesforce for every business size](https://cloudanswers.com/effective-data-storage-in-salesforce-for-every-business-size/)

[Custom domains and free SSL on Force.com Sites](https://cloudanswers.com/custom-domains-and-free-ssl-on-force-com-sites/)

Learn how you can embed an image uploaded as a Salesforce Attachment in a Conga Document. Use the Conga IMAGE tag you can embed images.

embed-image-in-conga-document

Embed Image In Conga Document Using Salesforce ID

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For Everyone


# Top 10 Salesforce apps of 2020

**The Salesforce AppExchange** platform is a magic B2B marketplace. So if you are a developer who is passionate about producing apps for Salesforce, then your solutions should be listed there.

The AppExchange is a vast marketplace with solutions for all kinds of industries and challenges. 80% of Salesforce customers are using AppExchange and the platform has more than 6.5 million app downloads.

In this post, we want to bring you closer to the 10 most popular Salesforce apps based on user reviews.An easy and fast **document generator**. - This application allows Salesforce users to pull data directly from Salesforce and by using pre-built templates they can automatically generate documents like quotes, proposals, account plans, invoices/receipts, contracts, orders, and more in different formats.Price: starting at $20 USD per user, per month

[Go to Conga Composer on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016b7FEAQ)

Salesforce reports are powerful, but Salesforce doesn’t allow you to send reports outside the Salesforce organization. This app makes it possible! The [**Reports Sender**](https://cloudanswers.com/report-sender/) allows you to schedule and send an unlimited number of reports to any email address as a CSV file. The upgraded version can also send XLSX files, skip sending when blank, and more:Price: free, premium

[Go to Report Sender on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EJdlFUAT&utm_source=cloudanswers_website&utm_medium=blog&utm_campaign=top_10_salesforce_apps_2020)image: /uploads/![](/uploads/dataloader-logo-300x63.png)

#### Import and export data

Dataloader, **allows users to import, export, and delete data** in an easy way. It can map your data from the source file to Salesforce. And the more advanced version includes additional options like insert, update, export, or upsert records for standard and custom objects.image: /uploads/Dataloader is offered in 3 versions based on the user needs: basic for free, professional, and enterprise

Price: free, premium

[Go to Data Loader on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000009w8ZBEAY)image: /uploads/

#### **![](/uploads/docusign_logo_white_text_on_black-300x115.png)**

#### **Electronic signature**

Docusign has 4602 reviews and it is the **most download electronic signature app** on AppExchange. It enables you to create and send agreements for signatures directly from Salesforce. Customers can sign contracts on any device. You can trigger actions, track status, and automatically store agreements to the original record with Lightning integration.

Price: starting at $30 USD (requires Docusign subscription)

[Go to DocuSign on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000001taX4EAI)image: /uploads/

## **![](/uploads/sms-magic-300x86.png)**

#### **Business Messaging**

SMS-Magic is an **omnichannel text messaging solution.** A great tool that enables businesses to have fluent communication with customers through different channels. The app allows you to receive and manage messages from channels like Facebook, SMS, WhatsApp in one inbox. It includes intuitive alerts to new conversations, simple worklists, auto-response templates, and 360º lead conversation history. It also has a function that matches routing rules and automation processes to assign conversations to sales executives or sales teams and sends a personalized first response to new opportunities instantly.

Price: starting at $9 USD

[Go to SMS Magic on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000024XvyEAE)image: /uploads/

## **![](/uploads/inside-view-logo-300x40.png)**

#### Data and intelligence

**InsideView** helps sales and marketing teams to better target and engage with opportunities. It delivers the “right message to the right person at the right time”. It does this by generating events and analyzing your social network connections. What’s more, it visualizes the addressable markets and helps you discover new business segments that can be targeted. Salesforce users can benefit from:

- appends and updates account data on an ongoing basis,
- powers improved segmentation and targeting with key account data like industry, revenue, employee count, corporate hierarchy, company status, location, website.
- includes a self-assessment tool to determine the match rate and visualize the distribution of data based on the selected metrics.

If your existing Salesforce contact database is a bit lacking, you’ll love InsideView’s updating and importing features.

Price: $99 USD

[Go to InsideView on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016a6MEAQ)

#### B2B database

ZoomInfo combines a comprehensive business database with advanced technology to fuel go-to-market strategy from start to finish, From understanding your ideal customers to targeting the companies who visit your website in real-time and provide a precise, 360-degree view of customers, prospects, and opportunities.Mainly dedicated to sales and marketing teams that allow them to have the information they need to effectively prospect and grow relationships without wasting time tracking down phone numbers or emails. It allows us to have valuable information on prospects and also information on companies within a targeted industry.

Price: free of charge

[Go to Zoominfo on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000G0vErUAJ)image: /uploads/

## **![](/uploads/demandtools-logo-300x158.png)**

#### **DemandTools Administrative and Data Quality Management**

Administrative tasks on a Salesforce database can be annoying. There are individual modules to remove and prevent poor quality data, control, standardize, verify, deduplicate, import, and generally control data. DemandTools makes all these time-consuming, monotonous tasks a thing of the past, and also it goes well beyond Salesforce’s built-in data loader to provide a more enhanced structure and improved usability while automating some of the more tedious administrative duties.

For CRM admins and data managers, DemandTools is one of the best software suites to ensure high-quality CRM data, so that business can make confident data-driven.

Price: starting at **$10 USD**

[Go to Demand Tools on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016bXjEAI)image: /uploads/

## **![](/uploads/groove_blogo-300x103.png)**

#### **Email & Calendar Integration for Salesforce (Gmail + Microsoft 365)**

Groove is a sales engagement platform that automates non-sales activities so that sales teams can spend more time on finding new customers and maintaining relations with existing customers. This solution empowers the entire sales organization to plan and execute personalized outreach at scale with targeted campaigns, engage top accounts with smart account based sales features, and drive productivity using actionable analytics.

Features that are included:

- Two-way integration between Salesforce, Gmail and Google Calendar
- Email open, click tracking & send later
- Create, edit & enrich any SFDC object
- Automated email sequencing

Price: $30 USD

[Go to Groove on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000009wgl9EAA)image: /uploads/

## **![](/uploads/taskray-logo-300x150.jpg)**

#### **Customer onboarding**

An enterprise customer onboarding solution that includes all that companies need to onboard new customers. It includes access, purpose-built, and fully customizable templates to manage repeatable processes, and gain valuable insights into customer behavior and preferences.

Price: starting at $25 USD

[Go to Taskray on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000055lKwEAI)Did we miss any app you think should be on this list? Let us know in the comments!

If you need support in development or maintenance Salesforce works contact us via chat or write an email at [www.cloudanswers.com/contact](https://cloudanswers.com/contact/)


Businesses use the Salesforce AppExchange to research, download and install apps that can help better run their businesses. Check the list of ten best reporting apps for Salesforce.

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Top 10 Salesforce apps of 2020

Salesforce apps, powerful components, development and consulting. Our experienced team helps you to create and modify workflow processes in salesforce.

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Embed Image In Conga Document Using Salesforce ID

Top 10 Salesforce apps of 2020

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