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