Conga Trigger Product Guide

Learn Conga Trigger Basics

• About Conga Trigger
• Before You Begin: Conga Trigger
• Conga Trigger Caveats and Warnings
• What’s In the Conga Trigger Package?

Navigate the Conga Trigger App

• The About Conga Trigger Tab
• The Conga Trigger Setup Tab
• The Conga Trigger Formula Builder Tab
• The Conga Trigger Dashboard Tab

Install and Configure Conga Trigger

• Install Conga Trigger
• Upgrade Conga Trigger to Release 8
• Integrate Conga Trigger with Google Drive

Use Conga Trigger

• Automate Conga Trigger Solution
• Convert a Conga Composer Button to a Conga Trigger Formula Field Using the Conga Formula Builder
• Specify How Conga Trigger Delivers Merged Output Files
• Create a Workflow Rule for Conga Trigger
  or
  Configuring Conga Trigger with Salesforce Flow
• Update an Existing Conga Trigger Formula Field Using the Formula Builder
• Replace Ampersands (&) in Reference Field Data

Troubleshoot Conga Trigger Solutions

• Troubleshooting Tips for Conga Trigger Solutions
• Troubleshooting using Hyperlink Formula Fields
• Test Using a Hyperlink Formula Field
• Test the Conga Trigger Solution
• Test Conga Trigger Solutions Upgraded from Release 7
• Test an Upgraded Conga Trigger Solution
• Viewing Errors