Conga Product Documentation

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The Conga Trigger Setup Tab

The Conga Trigger Setup tab provides tools to administer Conga Trigger.


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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.