Troubleshooting Tips for Conga Trigger Solutions
When troubleshooting, one of the first things to review is the Conga Trigger formula field. The primary factors that affect this field’s behavior are:
- Field accessibility (the field is restricted to certain profiles)
- Whether it contains a value
- The field contains or references fields containing ampersands that don't have spaces around them when intended as data
- A field value of Ben&Jerry's will cause an error. However, the field value of Ben & Jerry's does not. Conga Trigger can't distinguish between the data and the parameters if the ampersands within the data aren’t surrounded by spaces.
- The user who initiates the flow must have the "Send Outbound Messages" permission enabled, otherwise the email will not be sent. Note:
Trigger solutions will not work when a user has High Assurance enabled and uses multiple users with the User to Send As feature.
