Conga Product Documentation

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Best Practices for Managing Workflows

  • Regularly review active workflows to retire obsolete ones and improve performance.
  • Use descriptive documentation and naming for quick reference by admins or partners.
  • When migrating configurations between environments, verify dependencies (for example, referenced objects, fields, or templates) to ensure portability.
  • Publish and test incrementally to isolate and debug issues efficiently.
For more information on how to create and manage workflows, refer to Workflow Management.