With the Conga Approvals Administrator Guide, you can find out how Conga Approvals works and how to set up approvals for your customers.
This guide is designed to provide administrators with information on setting up approvals within Conga Approvals. This guide 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||Refer to the latest Conga Approvals Release Notes for information on System Requirements and Supported Platforms.|
For a comprehensive list of updates to this guide for each release, see the What's New topic.
This guide 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
Doc ID: AWAWIN20AGREVA20210115