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Approvals for Salesforce

Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral
Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Approvals for Salesforce

Approvals for Users

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Logging In

Log in to your Salesforce.com org to access Approvals.

CAUTION:

Do not use the Back button on your browser when using Approvals.

Before logging in to Approvals, make sure you meet the following criteria:

  • You have installed all required Approvals packages (included packages for other integrated Conga applications).

  • You have administrative privileges.

  • You have login credentials provided by Conga.

To log in to Approvals

  1. Go to http://www.salesforce.com, or if your organization is using a sandbox or test environment to access Conga Approvals (for example, if you are doing user acceptance testing), go to https://test.salesforce.com/ instead.
  2. From the toolbar at the top of the page, click Login to raise the login page.
  3. Enter your user name and password, and click Log in.
  4. Navigate to the Conga Approvals:
    • In Salesforce Classic: Click the App Menu and select Conga Approvals Management.
    • In Salesforce Lightning Experience: Click the App Launcher and select Conga Approvals Management.
    Note:

    To use the Lightning Experience in your Salesforce org, you must enable My Domain in your organization. See My Domain(Salesforce Help page).

User Guide
Approvals

February 11, 2025