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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)Conga CopilotCPQ 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 SearchTest AuthorTurboEnginesX-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 Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Using the Approval Center

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Installing and Setting up the Approval Center

The following products and packages are required for installation and setup of the Approval Center:

  • Conga Intelligent Workflow Approvals
  • Conga Grid Version 3.0
  • Conga Approvals 11.3

To install and setup the Approval Center in Conga Grid, take the following steps:

  1. Install Conga Intelligent Workflow Approvals. For more information, see Approvals.
  2. Install the latest package of Conga Grid. For more information, see Install or Upgrade Conga Grid.
  3. Install the Conga Approvals extension package.
  4. Follow the instructions in Manage Licenses and Assign Permission Sets to assign permission sets.
  5. In Salesforce, go to Setup.
  6. in the Quick Find search bar, enter "Custom Settings" and click the Custom Settings link.
  7. In Custom Settings, click Approvals System Properties.
  8. Click Manage.
  9. Click Edit next to System Properties.
  10. Go to the Approval Center field and enter your object names (example: Apttus__APTS_Agreement__c). This is a comma separated list of API names to include in the Approvals Center. The first item in the list is used as the default tab if one or more requests exist for that Object when the user navigates to the dashboard. Only objects configured to display Approvals will display correctly in the Approval Center.
  11. Click Save.
  12. In the Quick Find search bar, enter "App Manager" and click the App Manager link.
  13. In App Manager, go to Conga Approvals. Under the right hand arrow icon, click Edit from the dropdown list.
  14. In the Available Tabs section, click on the name of the tab you want to display in Approvals Center, and click the Add arrow to add it to the Selected Tabs section.
  15. Click Save.
  16. From the Salesforce App Launcher, go to Conga Approvals.
  17. Click on the More tab > Approval Center to view and use the Approval Center.

    Review the Building Conga Grid Solutions section that includes configuration topics such as how to create a view. For information on how to use the Approval Center, see Approval Center.

User Guide
Salesforce
Grid

August 6, 2025