With the Conga Approvals Administrator Guide, you can find out how Conga Approvals works and how to set up approvals for your customers.



What's Covered

This guide is designed to provide administrators with information on setting up approvals within Conga Approvals. This guide covers the most common use cases for administration and assumes a level of familiarity with basic Salesforce.

Primary AudienceAdmin users responsible for setting up approvals and users for Conga Approvals.
IT EnvironmentRefer to the latest Conga Approvals Release Notes for information on System Requirements and Supported Platforms.

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

Other Resources
  • Approvals User Guide: Refer to this guide for information on Approvals workflow and use cases.
  • Approvals SOAP API Guide: Refer to this guide for APIs provided to work with Approvals objects.

This guide describes the following tasks: 

  • Approvals Functional End User Workflow

  • Configuring CPQ Approval Workflow

  • Configuring Approvals for Agreement and related Objects

  • Configuring Approvals for Custom Objects

  • Optional Configuration

Before using Approvals, you must be familiar with the following:

  • Basic Salesforce administration

  • Salesforce and Conga terms and definitions

DOC ID: AWASPR21AG20210302