Conga Product Documentation

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To Create the Salesforce Token

  1. Click the Conga Workflow Setup tab to access Conga Trigger Setup.
  2. Click Create Salesforce Token.
  3. Click Allow.

If a Conga Trigger solution uses the ReportID parameter and the Salesforce Refresh Token is not present in Conga Trigger Setup, the following error appears in the Conga Trigger Dashboard:

"Error: Failed to merge Report data. Ensure that a valid Salesforce Token is saved in the Conga Trigger/Workflow Setup tab."