Red Argyle Logo

Patterns
The Salesforce Blog with Tailored Goodness

Our New App to Manage Images in Document Merging Programs

I recently wrote a guest blog post for Conga about Red Argyle’s latest app, Pic. We’re really excited about Pic because it makes managing images for use with document merging software easy. It works with not only Conga Composer, a favorite among those of us who use the Salesforce platform every day, but other popular document merging programs as well. Check out my original post here:

 

One thing we love about Conga and their suite of applications is that they are deeply integrated into the Salesforce platform. They are almost a platform unto themselves. With Red Argyle being a Conga Partner, I’ve learned to appreciate this fact time and time again. The tool lets us tinker and combine Conga’s parts with Salesforce’s parts to solve complex document generation needs for our customers.

One such use case is managing images. Conga has always supported image merging, even dynamic image merging. The challenge has been trying to figure out a great click path for the average user to upload, host, generate a URL, and make that URL available to Conga Composer to generate the document from.

At Red Argyle, we always strive to keep things as standard as possible, but we also have a great development team on staff with big imaginations and the ability to rapidly deliver custom applications when use cases demand it. On one of our Conga projects, we arrived at an impasse in which we needed to dynamically manage many images on every merge. This had to be done in a simple, intuitive way so any user could rapidly add images as part of their daily workflow.

So, my business partner Tom Patros (@tompatros on Twitter) dreamed up this Conga image tool, which we have aptly named “Pic.” It allows users to easily, with just a few clicks, upload an image, store it as a document, make it publicly accessible, AND grab the URL and deposit it in a text field on the object so that Conga Composer can easily manipulate the image in any merge operations.

Pic App to Manage Images for Document Merging Software

User interface for uploading files with Pic on a Salesforce record. In this case, Pic is using two fields on this record to store two different images.

 

Pic - Image management app for document merging apps

The resulting image and public URL value in a field on the record. Pic image links are accessible from any system, making them particularly useful for document merging apps.

Going back to Conga as a platform–if Conga were a closed loop system or didn’t allow ingenuity outside of their product to solve problems, we never would have been able to do this. But, fortunately, it is a flexible platform, and by taking Salesforce–with its customization abilities–and combining it with Conga, you’ve got a potent mix where it’s possible to make amazing things, for cheap.

 

While I focused on Conga in my blog post, remember, Pic is a flexible app that works with just about every major document merging software option out there. It is available exclusively from Red Argyle, so contact us directly if you want to learn more or are ready to get Pic enabled in your Salesforce instance. Thanks for reading, and keep looking for more innovative new apps from Red Argyle!