The Conga Trigger Setup tab provides tools to administer Conga Trigger.
|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 in Conga Trigger. This token also allows users to merge images stored Salesforce into documents generated with 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.|
Please see Integrate Conga Trigger with Google Drive for details on this feature.