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:
   • Install Conga Trigger in a Sandbox org
   • Install Conga Trigger in Production org
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.