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Conga Product Documentation

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Quote Generation

Getting Started with Conga Trigger

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Installing Conga Trigger

Important:
  • Installing Conga Trigger is OPTIONAL. You do not need to install Conga Trigger to get started with CQG. Conga Trigger is an add-on and must be installed separately.
  • After installation, you must contact your Conga Representative to purchase Service Events in order to run Conga Trigger with CQG.
  • Tabs in the Conga Batch managed package count against your Salesforce organization's tab limit. Be mindful of this when installing.

To install Conga Trigger:

  1. Click the appropriate link to install Conga Trigger in your Salesforce environment:
  2. Enter the Salesforce credentials for the instance where Conga Trigger will be installed and login to Salesforce.
  3. Select a security level for the Conga Trigger application.
    • Conga recommends selecting Install for All Users.
  4. Click Install.
    An Installation Complete! an alert appears, confirming the Conga Batch package has been installed successfully.
  5. Click Done.
Administrator Guide
User Guide
Salesforce
Quote Generation

December 23, 2024