The Conga Batch Setup tab provides tools to administer Conga Batch.
|1||Click the Conga Batch Setup tab.|
|2||Enable the Scheduled Conga Batch Master Switch to configure Conga Batch records to run on a scheduled, recurring basis.|
|3||API Floor is optional and acts as a governor for Conga Batch. Enter a number in the API Floor field and Conga Batch will not run if the number of available API requests for the Salesforce instance reaches the number specified.|
This is particularly helpful when API requests need to be reserved for Salesforce Data Loader operations, data warehousing services, etc.
If an API Floor value is not entered here, Conga Batch defaults to an API floor of 10% of the daily API request allotment.
|4||Create a Salesforce Refresh Token (or update an existing one) in order to run Conga Batch on a scheduled basis using a Salesforce OAuth token.|
|5||Create a Google Refresh Token in order to integrate Conga Batch with Google Drive.|
|6||The Conga Batch 7 Setup link provides access to Conga Batch Setup in Release 7 (the older version of Conga Batch).|
This link is only used for customers who have upgraded from Conga Batch Release 7 to Release 8 and are maintaining some scheduled Conga Batch records on Release 7, in which case they will need to access Conga Batch Setup for Release 7 to properly maintain the Username, Password, and Salesforce Security Token information.
The credentials entered are under whose authority scheduled Conga Batch Release 7 records will run. Remember to save the changes.
The Username, Password, and Security Token in Conga Batch Release 7 have been replaced with the Salesforce Refresh Token (see #4 above) for scheduled Conga Batch solutions in Release 8.