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


1Click the About Conga Trigger tab.
2Create a Workflow Formula is the starting point of Conga Trigger, explaining how to convert an existing Conga solution to a Conga Trigger formula field.
3Create a Workflow Rule describes how to create the Salesforce workflow rule that will initiate the Conga Trigger solution.
4Monitor describes the Conga Trigger Dashboard which monitors Conga Trigger events and lists errors for any records that failed to process.