Using Data Gathering Reports in a Conga Trigger Solution
To use Salesforce Reports as a data-gathering source in a Conga Trigger Solution, you must create and save a Salesforce Token in Conga Trigger Setup.
Note:
When using reports in a Conga Trigger formula field, the user that created the Conga Trigger token overrides the User to Send As in the outbound message.
While the Salesforce Token enables Conga Trigger to utilize Salesforce Reports as a data-gathering source, it is highly recommended to replace Salesforce Reports with Conga Queries. Conga Queries function as a more stable data gathering source for all products, including Conga Trigger. For more information on converting reports to queries in a Conga Trigger solution see, Convert Data Gathering Reports to Queries for Conga Trigger Solutions.
