Using Data Gathering Reports in a Conga Trigger Solution
Create a Salesforce Token in Conga Trigger Setup to 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:
- Click the Conga Workflow Setup tab to access Conga Trigger Setup.
- Click Create Salesforce Token.
- 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.