This section describes how Conga Approvals works and how to trigger an approval request for any object and send an email notification to the concerned stakeholders for approval.
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.|
For a comprehensive list of updates to this guide for each release, see the What's New in Approvals Documentation topic.
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 the following:
Basic Salesforce administration
Salesforce and Conga terms and definitions
Select one of the following topics for more information: