Conga Product Documentation

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Before Save and Callback Workflow Activities

Before Save and Callback workflows run before the system saves records in the database. They efficiently handle both single and bulk record transactions.

Some activities, such as Update Records, run in a single step and can update multiple records at once. Others, such as the Decision activity, validate single or multiple records against specific conditions. This allows the system to process large batches in one workflow instance while applying logic to each record as needed.

In the workflow designer, you always configure workflows in the context of a single record for the selected object. For example, when you design a workflow for the Contract object, the workflow runs for every contract created in your org. This applies whether you create contracts one at a time or in bulk in a single request.

To support this behavior, before save activities:

  • Process batches of records together at runtime
  • Apply workflow logic to each record in the batch
  • Improve efficiency by avoiding repeated activities