This section describes how Conga Approvals works and provides administrators with information on setting up approvals within Conga Approvals. It also covers the most common use cases for administration.  It assumes basic Salesforce familiarity.For requirements and recommendations, see System Requirements and Supported Platforms Matrix. For a comprehensive list of updates to this guide for each release, see What's New in Approvals Documentation.

See Approvals for Users for information on Approvals workflow and use cases.

See Approvals for SOAP API Developers for SOAP APIs provided to work with Approvals objects.

See Approvals for REST API Developers for REST APIs provided to work with Approvals objects.

This section describes the following tasks:
  • Approvals functional end user workflow
  • Configuring the 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:

  • Basic Salesforce administration
  • Salesforce and Conga terms and definitions

Select one of the following topics for more information: