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Conga Product Documentation

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Composer for Salesforce

Conga Trigger Installation and Setup

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Convert a Button to a Formula Field Using the Conga Formula Builder

Unlike a Conga Composer button or link which contains a URL with various parameters to define your merge operation, Conga Trigger uses a formula field on your Master Object to host those instructions. Use the Conga Formula Builder to convert a working Conga Composer button or link into a Salesforce formula field used by Conga Trigger.

If you prefer to build your formula field manually, please see How to Manually Convert a Conga Composer Button into a Conga Trigger Formula Field.

To convert a button to a formula field using the Conga Formula Builder:

  1. Click the App Launcher icon () and search for Conga Trigger Formula Builder.
  2. Select Conga Trigger Formula Builder.
  3. Choose the Master Object from the drop-down menu. The Master Object is the object where your button or link is located.
  4. Select your desired Output Mode. This adds a corresponding QMode parameter to the formula field.

    Additional parameters may be required based on the Output Mode selected. You may need to modify your button/link to include those required parameters. For more information, see Specify How Conga Trigger Delivers Merged Output Files.

    Note:

    If your button includes a DS7 parameter (to run in background mode), the Output Mode is pre-selected to match the background mode behavior.

    Warning:

    Important notes about Google Output Modes

    • The Output Modes “Attach the output to Google Drive” and “Convert the output to a Google Doc” require a Google Refresh Token, which is configured from the Conga Batch Setup tab.
    • The merged output files from Google Drive or Google Doc Output Modes are stored in the Google account of the user who creates the Google Refresh Token.
    • buttons or links configured to save a copy of the merged output file to Google Drive will include the parameters &SC0=1 and &SC1=Google. However, if these parameters are maintained in the Conga Batch formula field and “Attach the output to Google Drive” is the Output Mode, Conga Batch will store two copies of each merged output file in Google Drive (one from the &SC0=1 and &SC1=Google parameters, and one from the “Attach the output to Google Drive” Output Mode). Therefore, if “Attach the output to Google Drive” is your desired Output Mode, you should remove the &SC0=1 and &SC1=Google parameters from your Conga Batch formula field.
  5. In the Button/Link area, select the Button Name. The button or link automatically converts to a formula field and display in the left pane for Formula/URL.
    Note:

    Only traditional URLs for buttons or links display in the Button/Link Name drop-down. URLFOR functions, JavaScript buttons, etc. are not supported.

  6. (Optional) Clear the Show Converted Formula box to toggle back to the URL view of the button/link.
  7. In the Formula Field area, rename your button by typing a name in the Name box. We recommend “Conga Trigger [Output Mode] [Name of solution],” for example, “Conga Trigger Email Proposal.”
  8. Click Create Field.
    The formula field is created on the master object.
  9. Click the Salesforce Setup icon () in the upper right corner of the screen.
  10. Click Setup.
  11. Navigate to the Object Manager tab and locate the master object where the formula field is created.
  12. In the left pane, click Fields & Relationships and select the formula field hyperlink.
  13. Click the Set Field-Level Security button.
  14. Check the Visible checkbox for the necessary profile and click Save.
    Warning:

    If you do not change your field-level security, your solution will not work (you will receive the error message "Object Reference not set to an instance of an object."). You must edit field-level security even if the person creating the formula field has a Standard Salesforce Administrator profile.

Administrator Guide
Composer

March 7, 2025