Have you ever faced the challenge of keeping track of deals and revenue accurately in your Salesforce system?

One common issue that many organizations encounter is the manual effort required to update the Opportunity StageName when a deal is closed.

So, if you are looking to update the Opportunity StageName to “Closed-Won” when the Conga e-sign process is complete, this blog is just for you!

By following the steps mentioned in the blog, you can track deals and revenue within the system accurately. So, let’s begin!!

Steps to Follow

Step 1: First We have to create an opportunity.

Step 2: Add a product to the opportunity object.

Step 3: To send, Click the Button in the opportunity right corner Send With Conga Sign.

Step 4: Opportunity Stage is a contract -Sent.

SS1

An opportunity object is created and products are added to the opportunity Related List.

Step 5. After this Process is Completed then we will send Document for signing with Conga

SS2

This is the process to send Document and sign Document With Conga

Step 6: After this step is Complete We redirect to the Email and sign Document.

SS3

This Email will be sent to those who created the conga sign Process and signed the Document

Now, This process is complete. We check whether the conga sign Status is Complete or not

SS4

We can Check Conga Sign Transaction Status is Complete

Step 7: Write a flow on the opportunity to stage is closed won when conga sign transaction is complete

  • Navigate to the “Process Automation” menu in Salesforce.
  • Click on “Record Trigger Flows” and then “New Flow”.
  • Choose the “Record-Triggered Flow” option.
  • Give your flow a name and select the object you want to trigger the flow on (in this case, Opportunity).
  • Choose the “When a record is created or edited” option as the flow trigger.
  • Add a condition element and set the criteria to “Conga Sign Transaction Status equals
SS5

Step 8: Add an update element and set the fields to update as “Opportunity StageName equals Closed-Won”.

SS6 1 1

Step 9: Save the flow and activate it.

That’s it! Now, whenever a Conga Sign Transaction Status is completed for an Opportunity record, the StageName field will automatically be set to “Closed-Won”.

SS7

Wrap Up

We hope you found the blog helpful. If you try out this solution, then share your experiences with us. Also, feel free to contact our development team if you need any help or assistance. We would be happy to help!

Share This Blog
Table of contents
Related Articles
How to Use TypeScript in Salesforce Lightning Web Components (LWC)

TypeScript is a programming language developed by Microsoft; used for enhancing JavaScript by adding different static types. With the help of TypeScript, developers can easily find errors during the development process before the execution. It also makes the code more readable and maintainable. With the successful integration of Salesforce Lightning Web Components (LWC), TypeScript improves […]

Read More
Expert Guide on Seamless Integration of Salesforce and QuickBooks Online

Integrating Salesforce with QuickBooks Online can significantly streamline your business operations, improving data accuracy and efficiency. QB Sync Made Easy offers a seamless solution to synchronize customer and financial data between the two platforms. This expert QuickBooks Online, on the other hand, is a leading accounting tool specifically developed for small and medium-sized businesses that […]

Read More
A Complete Guide to Salesforce CPQ Contract Amendment and Renewal

Salesforce CPQ software offers robust features for managing pricing, product configurations, and quotations. The capacity to effectively modify and renew contracts is essential for businesses managing intricate agreements and long-term partnerships. In this guide, we’ll walk you through the details of contract amendment and renewal processes in Salesforce CPQ. About Salesforce CPQ Contract Amendments Modifications […]

Read More
Step by Step Guide to Configure Email to Salesforce 1 1

In this detailed guide, we will walk you through the significant yet easy steps to configure Email to Salesforce. Without any further ado, let’s get started! About Email to Salesforce As the term refers, Email to Salesforce is valuable for any organization that businesses use as their Customer Relationship Management (CRM) platform. It helps streamline […]

Read More
Guide on CRUD Operations in Node.js with jsForce

CRM developers typically need to integrate Salesforce with Node.js apps. One well-known library for this purpose is jsForce, which provides a comprehensive set of tools for interacting with Salesforce data and performing CRUD tasks effectively. Let’s dive into the blog, where you will understand the use of jsForce to execute key CRUD tasks within Salesforce, […]

Read More
How to Implement Round Robin Assignments in Salesforce Using Apex

Ensuring a proper workload balance and quick follow-ups from internal or external team members, leads, opportunities, or task distributions is crucial. To achieve this, all you need is a Round Robin assignment. In this step-by-step guide, we will walk you through the process of implementing a round-robin assignment in Salesforce using Apex. Here, we’ve used […]

Read More
Our Location worldwide
Indian Flag India
3rd Floor, A-10, Pegasus Tower, Sector 68, Noida, Uttar Pradesh 201301 +91-1203117884
United States of America Flag USA
333 West Brown Deer Road Unit G – 366 Milwaukee WI, USA 53217 +1(262) 310-7818
United Kingdom Flag UK
7 Bell Yard, London, WC2A 2JR +44 20 3239 9428
Canada Canada
HIC Global Solutions INC
43 Lafferty Lane, Richmond Hill, L4C 3N8, CA +1(262) 310-7818