How to Install on Behalf of a Client Trial Activation

How to Install on Behalf of a Client
Trial Activation
Consulting partners may facilitate free 30-day trials of Conga® products on behalf of their clients. After 30 days,
Conga will automatically deactivate the trial products unless the consultant requests an extension.
Please follow the guidelines below to ensure we can accurately tie your client to your account.
1. Inform client that their registration information will be disclosed to Conga and will be used by Conga
pursuant to its privacy policy available at congamerge.com/privacy
2. Install desired Conga product(s) from the salesforce.com AppExchange®, configure as appropriate and
launch the product to initiate the automatic 30-day free trial
Installation Links:
Conga Composer®
Conga Workflow®
Conga Conductor®
Conga Mail Merge®
Conga Courier®
a. Alternatively, partners may request Conga establish a “placeholder” account ahead of any
planned prospect installation by following the guidance in step 3.
3. Promptly follow up with an email to support@congamerge.com so that Conga may promptly associate
the client account with your partner record. Please include:
a. Subject: "Partner Deployment – Partner Name – Customer Name”
Example Subject Line – Partner Deployment – BlackCloud Ltd – WhileLeeCoyote, Inc
b. The Salesforce Org ID
4. If the client wishes to receive a pricing quote or initiate a fully enabled subscription, please direct them
to call or email Conga support
Support
In addition to a rich suite of online resources including extensive documentation, articles, sample templates,
live webinars and instructor-led training through Conga University, Conga will provide live technical support in
English to the prospect's Salesforce administrators or to the consulting partner on behalf of the prospect. Live
technical support will be provided for a commercially reasonable number of support incidents.
Our support centers are open Monday through Friday at the following times, excluding nationally recognized
holidays. Our business analysts are available via email at support@congamerge.com or phone:
North America
7:00 am – 6:00pm MT
+1 (866) 502-3334 (USA/Canada)
EMEA
9:00am – 5:00pm London
+44 (0) 203 608 0165
APAC
9:00am – 5:00pm Sydney
+61 2 8417 2399
+1 (303) 465-1616 (outside USA/Canada)
©2014 Conga. All rights reserved. Conga, Conga Composer, Conga Conductor, Conga Workflow, Conga Mail Merge and Conga
Courier are all trademarks or registered trademarks of Conga, as are other names and marks. All other trademarks or registered
trademarks are the properties of their respective owners.