The Conga Trigger Setup Tab
Legend |
Description |
---|---|
1 |
Click the Conga Trigger Setup tab. |
2 |
The Dashboard button provides another way to access the Conga Trigger Dashboard. |
3 |
Conga Trigger Configuration Guide links to the PDF of the Conga Trigger Configuration Guide which explains how to build Conga Trigger solutions. |
4 |
Create a Salesforce Refresh Token to use Salesforce Reports as a data-gathering source for Conga Trigger. |
5 |
Create a Box Refresh Token to integrate Conga Trigger with Box. |
6 |
Create a Google Refresh Token to integrate Conga Trigger with Google Drive. |
7 |
Create a OneDrive Refresh Token to integrate Conga Trigger with OneDrive. |