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Before you call...

You can save yourself time if you assemble pertinent information before talking with a rep. These items will help your Business Analyst pinpoint the problem quickly and get you back to being a solution superstar: 

• A Debug URL.

  A Debug URL can greatly reduces the time to troubleshoot and can often eliminate the need to have a 30-minute screenshare call. [show me how]

  To generate a Debug URL:

  1. In the Composer window, click Tools & Settings, and then click Debug URL.

  2. Click Allow to generate a refresh token from Salesforce to allow access.
     This allows for troubleshooting without time limits. You can revoke this token after your support session.

     Or

     Click Deny to generate the URL using a session ID.
     This allows for troubleshooting until the current session expires or you log out.

     For additional information on generating debug URLs and the security implications, see Conga Composer Debug URL .

  3. Copy the contents of the Debug Url window.

• A copy of the text in the Composer button URL / Conductor formula field.

• A copy of the View Data Workbook (.xls format). [show me how]

  On the Conga Composer window, click Tools and Settings and then click View Data.

  

  View Data downloads the available data (the same as what is displayed in the Template Builder) as an Excel workbook.

• A copy of any templates, both blank and with output, if applicable.

• Screenshots of any error messages.

Additionally, if the user reporting the issue is not a System Admin, then the System Admin must be able to log in as the user in order to see and duplicate the problem.