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Conga Product Documentation

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Quote Generation

Setting up Conga Trigger

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Test Using the Salesforce Workflow Rule

Perform the following steps to test the solution by triggering the Salesforce workflow rule:

  1. Confirm that the Conga Trigger formula field is accessible (field-level security is set to Visible) by System Administrators only.
    This ensures that the activated Salesforce workflow rule that initiates the Conga Trigger process won’t work for anyone except System Administrators while you are still in the testing phase.
  2. Select a sample Master Object record to use for the test.
    Sample records are used so that the testing phase won’t send documents or communications to actual recipients (customers, partners, employees, etc). You may want to create new, sample records with fake data to ensure that documents or communications are not sent to actual recipients when testing. For solutions that send emails or eSignature requests, ensure that you have access to the recipient’s email inboxes (or use your own email address) so you can confirm receipt of the email message/eSignature request.
  3. Trigger the Conga Trigger routine in the manner you defined on the Salesforce Workflow Rule.
  4. Analyze the results.

This is perhaps the most important step in the testing process, as you will determine if everything is working correctly and you can deploy the solution or if there are inconsistencies or issues and you need to configure further or troubleshoot.

You should confirm that the following aspects of the solution are working properly:

  • Reports and queries are retrieving data to be used in the template.
  • Data is merging to the template, creating the merged output file.
  • Activity logging, field updates, saving a copy of the merged output file, and any other parameters are acting as desired.
  • Fields on the email or eSignature request are referencing the proper information and the email or eSignature request is sending.
Note:

Important

The &srcpkg=cfg parameter must be added within the Trigger formula field to work Conga Trigger solution with CQG.

Administrator Guide
User Guide
Salesforce
Quote Generation

December 23, 2024