Conga Product Documentation

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The About Conga Trigger Tab

The About Conga Trigger tab describes Conga Trigger capabilities and provides information on how to begin the configuration process.


1

Click the About Conga Trigger tab.

2

Create a Workflow Formula is the starting point of Conga Trigger, explaining how to convert an existing Conga solution to a Conga Trigger formula field.

3

Create a Workflow Rule describes how to create the Salesforce workflow rule that will initiate the Conga Trigger solution.

4

Monitor describes the Conga Trigger Dashboard which monitors Conga Trigger events and lists errors for any records that failed to process.