With the Conga Approvals User Guide, you can find out how Conga Approvals works and how to set up approval processes. 



What's Covered

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 AudienceSales representatives, End Users 
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 Admin 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

  • 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