With the Conga Approvals User Guide, you can find out how Conga Approvals works and how to set up approval processes.
This guide is designed to provide users with information on approval processes. This guide covers the most common use cases for users and assumes a level of familiarity with basic Salesforce.
|Primary Audience||Sales representatives, End Users|
|IT Environment||Refer 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.
This guide describes the following tasks:
Approvals Functional End User Workflow
- Setting up Approval Process
- Approval Center
Before using Approvals, you must be familiar with the following:
Basic Salesforce administration
Salesforce and Conga terms and definitions
DOC ID: AWASPR21UG20210302