Orchestrate for Administrators
This section describes how to install and set up Conga Orchestrate.
Topic |
Description |
---|---|
What's Covered |
This section is designed to provide administrators with information on installing and setting up processes within Conga Orchestrate. This section covers the most common use cases for administration and assumes a level of familiarity with basic Salesforce. |
Primary Audience |
Admin users responsible for setting up Conga Orchestrate. |
IT Environment |
For information pertaining to the requirements and recommendations, see System Requirements and Supported Platforms Matrix. |
Updates |
For a comprehensive list of updates for each release, see What's New in Orchestrate Documentation. |
Other Resources |
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This section describes the following tasks:
- Installing Orchestrate
- Setting up and configuring Orchestrate
- Security Configurations
Before using Orchestrate, you must be familiar with the following:
- Basic Salesforce administration
- Salesforce and Conga terms and definitions