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Conga Support

Using Conga Composer with Box

When creating the button URL for use with a Box solution, it is critical that the OFP parameter specifies the same path as the Box for Salesforce integration. If these do not match, the Salesforce permissions are not properly applied.

Clicking Merge & Box presents you with standard oauth screen. If you have not yet logged in to Box, you will be prompted with a login screen followed by an Authorize screen.

When the merge process completes you will be directed to the Box preview screen.

Closing the preview screen takes you to the record page.

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