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Conga Product Documentation

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Composer for Salesforce

Troubleshooting Conga Batch

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Refreshing your Salesforce refresh token for Conga Batch

If you upgrade your version of Conga Batch from the Salesforce App Exchange, you must refresh your Salesforce token.

Conga Batch is a composite application, which means that some parts of the system are installed into the Salesforce instance in a managed package; however, most of the system runs on Conga servers. The portions of the system that run on our servers are updated automatically. Other portions of the system are installed into Salesforce.

If you upgrade your version of Conga Batch from the Salesforce App Exchange, you must refresh your Salesforce token.

Important:

You must be a system admin to produce a refresh token.

To refresh your Salesforce token

Classic
  1. Select the Conga Batch app from the Salesforce app drop-down then navigate to the Conga Batch Setup tab or click All Tabs
  2. Conga Batch Setup
  3. In the Credentials section, under Salesforce Refresh Token, click Update Salesforce Token.

Lightning
  1. Use the Salesforce Lightning App Launcher and navigate to the Conga Batch Setup tab.
  2. In the Credentials section, under Salesforce Refresh Token, click Update Salesforce Token.

For more information about Conga Batch setup, see the Conga Batches Tab.

Administrator Guide
Composer

March 3, 2025