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.

Note: When using reports in a Conga Trigger formula field, the user that created the Conga Trigger token overrides the "User to Send As" in the outbound message.

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.
  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.