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.|