To configure Conga Trigger with Salesforce Flow On the Salesforce homepage, click the gear icon () in the right corner and select Setup. Enter Flows in the Quick Find box, then select Flows.
How does the Salesforce flow work with conga?
In the example above, the Salesforce Flow runs when the Opportunity Stage field is changed to “Closed Won,” which then initiates Conga Trigger. Conga Trigger creates an invoice document, attaches it to an email, and sends that email to the Opportunity’s Primary Contact.
Why choose conga as your sales automation solution?
Salesforce customers choose Conga to automate business processes with efficiency and ease. Optimize key touchpoints throughout all phases of the revenue cycle—from proposals to contract management to renewals—for a seamless end-to-end user experience.
How do I create an outbound message using conga trigger?
We recommend setting the Name of the outbound message as “Conga Trigger [Name of Composer solution] [Output Mode]” (ex: “Conga Trigger Invoice Email"). Optionally, include a description as well. The Endpoint URL is different for integrating Conga Trigger with the Conga Invoice Generation solution.
What is the future of Salesforce flow?
Salesforce Flow is an out-of-the-box application that empowers users to automate complex business processes by collecting data or records in your Salesforce org. As per the latest update from Dreamforce 2K21, Salesforce has announced that workflow and process builder will no longer be available after 2023.
How does conga integrate with Salesforce?
Conga Composer can be seen in your Salesforce account.. Go to Conga Solution and select “New” from the drop-down menu. Use Master Object where you want to use the Conga solution and give it a name. Produce a button by clicking the Create a Button option, which will create a new button that may be used in page layout.
What can you do with Salesforce flow?
Flows can look up, create, update, and delete Salesforce records. They can also create Chatter posts, submit records for approval, and send emails. If your action isn't possible out of the box, call Apex code from the flow. Connect your flow to an external database by using core actions or Apex actions.
What can launch a flow Salesforce?
There are various ways through which you can call/launch your flows. Process Builder. Only active autolaunched flows can be launched by a process. ... Action. ... Custom Button or Link. ... Hyperlink Formula Field. ... Lightning Page. ... Lightning Component or Visualforce Page. ... Utility Item.
How do I enable conga trigger in Salesforce?
Create a Workflow Rule for Conga TriggerNavigate to Setup in Salesforce.Click Create.Click Workflow & Approvals.Click Workflow Rules (in Salesforce Lightning: Setup. (in Salesforce Lightning: Setup → Process Automation → Workflow Rules)Click New Rule.Complete the steps using the information below:
What is the difference between flow and Workflow?
The main difference between flows and workflows is flows are user-triggered application and workflows are event-triggered. Workflows execute their actions behind the scenes while flows can display information on the screen.
When should I use flow in Salesforce?
Flow Builder is the most powerful tool that a Salesforce Admin has at their disposal, giving you similar powers that Salesforce developers have. If you need to perform mass updates across multiple unrelated records, or complex logic into opportunity conversion, these are common examples for when you should use Flow.
Can a flow launch a process builder?
Start an autolaunched flow from your process to automate complex business processes. Create flows to perform logic and have events trigger the flows via processes without writing code....Required Editions and User Permissions.User Permissions NeededTo create, edit, or view processes:Manage Flow AND View All Data
What's the difference between Salesforce flow and flow builder?
In Salesforce, a flow is an application that automates complex business processes. Simply put, it collects data and then does something with that data. Flow Builder is the declarative interface used to build individual flows. Flow Builder can be used to build code-like logic without using a programming language.
What is difference between Screenflow and Autolaunched flow?
Screen Flow-Requires user interaction, because it includes screens, local actions, steps, choices, or dynamic choices. Screen flows don't support Pause elements. Autolaunched Flow-Doesn't require user interaction. This flow type doesn't support screens, local actions, choices, or choice sets.
How much does conga trigger cost?
Starting at $20 USD per user per month. Packaged option for up to 10 users.
How does conga trigger work?
Conga Trigger can initiate a Conga Composer solution, thus enabling the creation and delivery of a document without direct user interaction. Using Conga Trigger in this manner is intended as a substitute for manually clicking a Composer button, essentially automating Conga Composer.
What is Conga Composer in Salesforce?
Conga Composer enables Salesforce customers to customize, streamline, and scale document generation and reporting for Salesforce. Composer can automatically populate multiple types of templates with data from any standard or custom object in Salesforce and send it via various delivery options.
What is a Conga document?
This document is intended for Conga customers who have made the decision to transition from Salesforce Classic to Salesforce Lightning. It contains answers to common questions you may have after you have decided to make the transition, primarily focused on the resulting changes to Conga applications, related Visualforce pages, and other custom elements that have been created for your organization's implementation of Conga products and services on Salesforce.
Does Conga have Lightning?
When you enable Lightning for your organization, all Conga applications become Lightning compatible: All Conga Classic pages are automatically converted to Lightning. Any customization work done for or by a customer in Classic mode is also automatically converted.
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Auto launched Flow (No Trigger)
As the name suggests, Auto launched Flows can be launched when invoked by Apex classes, process builders, or REST API. These flows are launched automatically based on specific events or conditions. Auto launched flows provide abstraction, as you can define the complex processes to be carried out in the background without a user knowing the details.
Auto launched Flow (Scheduled Flow)
On the other hand, as the name suggests, these flows only run from the specified time and frequency (once/ daily/ weekly) that the user sets. It provides Salesforce users the ability to run declarative logic on multiple records at a scheduled time.
About the Author
Keyuri Pophale is a 4x certified Salesforce Consultant and a team leader with experience of 5+ years. She is involved in client requirement gathering sessions and providing solutions including Sales cloud and communities.