Approvals for Users

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.

Topic	Description
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 Audience	Sales representatives, end users
IT Environment	For information pertaining to the requirements and recommendations, see System Requirements and Supported Platforms Matrix.
Updates	For a comprehensive list of updates to this guide for each release, see the What's New in Approvals Documentation topic.
Other Resources	See Approvals for Administrators for basic admin tasks and end-user experience. 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
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: