This section describes how Conga Approvals works, how to trigger an approval request for any object, and how to send an email notification to stakeholders for approval.



What's Covered

This section provides users with information on approval processes. It also covers the most common use cases for users and assumes a level of familiarity with basic Salesforce.

Primary AudienceSales representatives, end users 
IT EnvironmentFor information pertaining to the requirements and recommendations, see System Requirements and Supported Platforms Matrix.

For a comprehensive list of updates to this guide for each release, see the What's New in Approvals Documentation topic.

Other Resources

This section describes the following tasks: 

  • Approvals functional end user workflow

  • Setting up approval process
  • Approval center

Before using Approvals, you must be familiar with: 

  • Basic Salesforce administration
  • Salesforce and Conga terms and definitions
Select one of the following topics for more information: