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Conga Support

Install Conga Trigger

     Installing Conga Trigger is OPTIONAL. You do not need to install Conga Trigger to get started with Conga Composer. Conga Trigger is an add-on to Conga Composer and must be installed separately. Conga Trigger must also be activated by the Conga support team.

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:

  2. Enter the Salesforce credentials for the instance where Conga Trigger will be installed and log in 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! alert appears, confirming the Conga Batch package has been installed successfully.

  5. Click Done.

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