Orchestrate Current: Installation and Setup PDF Download PDF Download page Installation and Setup. Current page Include child pages All pages Installation and Setup Select one of the following for more information. Basic Setup Installing Conga Orchestrate Upgrading to Conga Orchestrate Version 14 Security Using Permission Sets Security Profile Configuration End User Profile Security Configuration Administrator Profile Security Configuration Conga Orchestrate Essential Configuration Conga Orchestrate Setup and Configuration Manual Setup Page Layouts Editing Account Page Layouts For Roles Editing Account Page Layouts for Business Processes Editing Contact Page Layouts for Business Processes Adding Process Details and Process Visual Buttons to Page Layouts Adding a Sub Type to the Event Page Layout Adding Canceled to Task's Status Picklist Overriding the Task and Event View Page with the Conga Orchestrate Visualforce Page Creating Event Sub-Types Default Team Members Connected App Configuration Creating a Master Page Layout Activating the Conga Composer Remote Site for Generate Document Steps Deleting the PCE - Settings Tab After Upgrading Conga Orchestrate Financial Services Cloud Setup Renaming the Conga Orchestrate Salesforce App Updating Conga Orchestrate's App Logo Upgrading Conga Orchestrate from the AppExchange Using Process Definition Quick Starts Advanced Setup Conga Orchestrate Scaling Enhancements Using Custom Objects as Process Objects, Steps, and Monitored Objects Using a Custom Object as a Process Object Using a Custom Object as a Step Using a Custom Object as a Process Object and Step Disabling a Custom Object Trigger Using a Custom Object as an Initiator's Monitored Object Custom Process Details Button and Process Visual Button for Custom Objects as Process Objects Configuring Non-Working Days (Optional) Configuring Business Hours (Optional) Configuring Out of Office Link in Classic Configuring a Gantt Chart (Optional) Creating Process Groups for Reporting and Gantt Charts (Optional) Notifying on Assignment (Optional) Configuring Virtual Steps (Optional) Customizing the Process Object Lookup Field (Tasks) Configuring the SendGrid Integration Configuring the Twilio Integration Configuring UiPath Integration for Conga Orchestrate Implications of Enabling Shared Contacts Creating an Apex Test Class for a Custom Object as a Process Object Creating an Apex Test Class for a Custom Object as a Process Object and a Step Creating an Apex Test Class for a Custom Object as a Step Creating an Apex Trigger for a Custom Object as a Process Object Creating an Apex Trigger for a Custom Object as a Process Object and a Step Creating an Apex Trigger for a Custom Object as a Step Modifying Custom Triggers to Use Objects as Process Objects, Step Objects, or Both Custom Object Wizard Fields for Custom Objects as Process Objects Fields for Custom Objects as Process Objects and Steps Fields for Custom Objects as Steps Lucidchart Integration with Conga Orchestrate Setting Up a Report for Conga Orchestrate Use a Lightning Component to Manage Approvals for a Process Object Conga Orchestrate Scaling Enhancements 1 Conga Orchestrate - Frequently Asked Questions and Tips
