Skip to main content
Conga Support

Using Data Gathering Reports and Images in a Conga Trigger Solution

Use Salesforce Reports as a Data Gathering Source in a Conga Trigger Solution

To use Salesforce Reports as a data gathering source in a Conga Trigger Solution, users must create and save a Salesforce Token in Conga Trigger Setup

While the Salesforce Token enables Conga Trigger to utilize Salesforce Reports as a data gathering source, it is highly recommended to replace Salesforce Reports with Conga Queries. Conga Queries function as a more stable data gathering source for all Composer products, including Conga Trigger. For more information on converting reports to queries in a Conga Trigger solution see, Convert Data Gathering Reports to Queries for Conga Trigger Solutions

To Create the Salesforce Token: 

  1. Click the Conga Workflow Setup tab to access Conga Trigger Setup. 
  2. Click Create Salesforce Token.
    clipboard_eae8b0553f3b86b3ddedd45ea9926b886.png
  3. Click Allow.

If a Conga Trigger solution uses the ReportID parameter and the Salesforce Refresh Token is not present in Conga Trigger Setup, the following error appears in the Conga Trigger Dashboard: 

  • Error: Failed to merge Report data. Ensure that a valid Salesforce Token is saved in the Conga Trigger/Workflow Setup tab.

clipboard_e624e805ca131496364e5b0aa2172683b.png

 

Use Salesforce Reports within the Query String Field Parameter as Data Gathering Sources in a Conga Trigger Solution

To use Salesforce reports referenced within the Query String Field parameter in a Conga Trigger solution, follow the steps below.

  These steps only apply to Conga Trigger solutions that use the Query String Field parameter to reference additional Salesforce reports as data gathering sources. 

  1. Click the Conga Workflow Setup tab to access Conga Trigger Setup. 
  2. Click Create Salesforce Token.
  3. Click Allow.
  4. Navigate to the Conga Trigger formula field in Salesforce Setup and click Edit
  5. Add the following parameter syntax to the Conga Trigger formula fields: "&reportID="​​​​​​ +
    • Example formula field syntax: 
      ss782.png
  6. Click Save.
Merge Images from an Image URL in a Conga Trigger Solution

To merge images from an image URL or from a rich text field in a Conga Trigger solution, follow the steps below. For more information on merging images, see IMAGE Prefix in Word and HTML.

  1. Click the Conga Workflow Setup tab to access Conga Trigger Setup. 
  2. Click Create Salesforce Token.
  3. Click Allow.

  If the Salesforce Token in Conga Trigger Setup is already valid, it is not necessary revoke it and create a new token.