Conga Orchestrate™ allows you to define and execute real-world processes end-to-end in a Salesforce environment. You can define processes on a Campaign, Case, Contract, Lead, Opportunity, Business Process (a custom object added by Conga Orchestrate) as well as any custom object. When you create or edit records in Salesforce, Conga Orchestrate monitors these actions and executes processes when your Definitions match the record.

Conga Orchestrate allows an administrator to perform the following administrative tasks:

• Install Conga Orchestrate
• Set Security Permissions
• Configure and Setup Orchestrate
• Create and Edit Page Layouts
  • Edit Account Page Layouts For Roles
  • Edit Account Page Layouts for Business Processes
  • Edit Contact Page Layouts for Business Processes
  • Add Process Details and Process Visual Buttons to Page Layouts

• Configure Custom Objects

• Configure Non-Working Days

• Configure Out of Office Link in Classic

• Create Reports and Gantt Chart 

• Integrate with Twilio
• Integrate with SendGrid

Conga Orchestrate allows a user to perform the following tasks:

• Create Process Definitions
• Create Steps
  • Creating a Step that Creates a Record
  • Creating a Step that Generates a Document
  • Create a Step that Posts to Chatter
  • Creating a Step that Sends an Email
  • Creating a Step to Update Records
  • Creating a Step with an Event Placeholder
  • Creating a Step with an API Callout
  • Creating a Step with Robotic Process Automation
  • Creating a Step that Adds Managed Clause Bundles
  • Creating a Step that Adds a Managed Clause
• Managing the Status of a Step 
• Initiate a Process
  • Automatically Initiate a Process
  • Manually Initiate a Process
• Export Definitions
  • Export Multiple Definitions
• Import Definitions
• View your Conga Orchestrate Usage

Key Terminology

These terms are used in Conga Orchestrate. 

Term	Definition
Definition	The definition is a container that holds process steps and forms a template for a process.
Definition conditions	Definition conditions determine which definition is initiated when the condition set matches the process record.
Definition initiators	Automate processes by monitoring objects for insert and update operations.
Deletable	Determines whether steps created can be deleted.
Delay creation	Steps are created after a set period once step creation conditions have been fulfilled; for example, create a step today at 18:00.
Parent stage	If a step has a parent stage, all parent stage steps must be completed before the step is created.
Parent step	If a step has a parent step, the parent step must be completed before this step is created.
Process object	A process object is an object used to run processes. Standard and custom objects can be used as process objects.
Recurring business	Execute any business process you define on a recurring basis.
Stage	A stage is a group of steps. All steps in a stage must be completed (or have conditions that prevent their creation while also being set to "Ignore in Stage Completion") before steps that follow it (called "child steps") can execute.
Status option	Determines the status of open steps.
Step creation condition	Step creation conditions enable you to conditionally determine whether or not a step is created. This step is created only after the designated step creation conditions are fulfilled.
Step validation rules	Use step validation rules to prevent a step’s completion when the configured validation rule(s) are true.
Steps	Definitions contain multiple steps. At each step, a record is created, an email is sent, field(s) are updated, the document is generated, API callouts sent, and more.

For more information about terms used with Conga products, see Conga Product Glossary.