There are many similarities between Skuid and Conga.
Skuid uses Models to bring data to the pages, while Conga uses queries and/or reports to bring data to the merge. I’ve copied queries directly from Models and adjusted them for use in Conga with little effort.
As for the initial step, there isn’t really an initial to get it working. There is a button that needs to be created in order to start the process when using Composer. You can also Workflow to kick off the process in a fully automatic way for one or more records using Conga Workflow.
Both use a formula field to send instruction to a Conga server on how to build the document.
For Composer, you have three components required to build a solution.
- Data from queries and/or reports. Queries are built with a tool that Conga provides. Reports are the reports you can build using the Salesforce reporting tool.
- A template for how to merge the data into a document.
- A button referencing a formula field to send the instructions to the Conga Composer server.
