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Conga Support

Refreshing your Salesforce refresh token for Conductor

Conga Conductor is a composite application, which means that some parts of the system are installed into the Salesforce instance in a managed package; however, most of the system runs on Conga servers. The portions of the system that run on our servers are updated automatically. Other portions of the system are installed into Salesforce. If you upgrade your version of Conductor from the Salesforce App Exchange, you must refresh your Salesforce token. 

To refresh your Salesforce token:

Classic
  1. Select the Conga Conductor app from the Salesforce app drop down then navigate to the Conga Conductor Setup tab  or click All Tabs > Conga Conductor Setup
  2. In the Credentials section, under Salesforce Refresh Token, click Update Salesforce Token.
Lightning
  1. Use the Salesforce Lightning App Launcher and navigate to the Conga Conductor Setup tab.
  2. In the Credentials section, under Salesforce Refresh Token, click Update Salesforce Token.

For more information about Conductor set up, see the Conga Conductors Tab.

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