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Conga Support

Merge and Box integration

When creating the button URL for use with a Box solution, it is critical that the OFP parameter specifies the same path as the Box for Salesforce integration. This file path is case sensitive in the OFP parameter. If these do not match, the Salesforce permissions are not properly applied.  For more information on parameters, see Box Integration Parameters.

Clicking Merge & Box presents you with standard OAuth screen. If you have not yet logged in to Box, you are prompted with a login screen followed by an Authorize screen.

When the merge process completes, you are directed to the Box preview screen.

Closing the preview screen takes you to the record page.

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