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.
