Install Conga Trigger

Installing Conga Trigger is OPTIONAL. You do not need to install Conga Trigger to get started with Conga Composer. Conga Trigger is an add-on and must be installed separately. Conga Trigger must also be activated by the Conga support team.

Tabs in the Conga Trigger managed package count against your Salesforce organization's tab limit. Be mindful of this when installing.

To install Conga Trigger:

1. Click the appropriate link to install Conga Trigger (Version 8.25) in your Salesforce environment:
   • Install Conga Trigger in Sandbox org
   • Install Conga Trigger in Production org
2. Enter the Salesforce credentials for the instance where Conga Trigger will be installed and log in to Salesforce.
3. Select a security level for the Conga Trigger application.
   1. Conga recommends selecting Install for All Users.
4. Click Install.
   1. An Installation Complete! alert appears, confirming the Conga Batch package has been installed successfully.
5. Click Done.