This section describes how Conga Approvals works and how to set up approvals for your customers.



What's Covered

This section provides administrators with information on setting up approvals within Conga Approvals. It also covers the most common use cases for administration and assumes a level of familiarity with basic Salesforce.

Primary AudienceAdmin users responsible for setting up approvals and users for Conga Approvals.
IT EnvironmentFor 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.

Other Resources

This section describes the following tasks: 

  • Approvals Functional End User Workflow

  • Configuring 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 the following:

  • Basic Salesforce administration

  • Salesforce and Conga terms and definitions

Select one of the following topics for more information: