This section describes how Conga Approvals works and how to set up approvals for your customers.
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 Audience||Admin users responsible for setting up approvals and users for Conga Approvals.|
|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
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: