Orchestrate

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Adobe Sign Services Advantage Platform Administration Approvals for Advantage Platform Approvals for Salesforce Billing for Advantage Platform Billing for Salesforce CLM for Advantage Platform CLM for Salesforce Contracts for Salesforce Collaborate Composer for Advantage Platform Composer for Salesforce Contracts Conga for Google Docs Conga Upgrade Program Contract Intelligence (Standalone)CPQ for Advantage Platform CPQ for Salesforce Deal Maximizer Digital Commerce for Advantage Platform Digital Commerce for Salesforce Discovery AI for Advantage Platform Discovery AI for Salesforce Docusign Services eSignature Integration with Advantage Platform Grid Invoice Generation Mix Forms Orchestrate Order Management for Advantage Platform Order Management for Salesforce Partner Commerce for Advantage Platform Partner Commerce for Salesforce Quote Generation Sign for Advantage Platform Sign for Salesforce Smart Search TurboEngines X-Author for Contracts 1.0 (Classic)X-Author for Contracts X-Author for Contracts Advanced for Advantage Platform X-Author for Contracts Advanced for Salesforce X-Author for Excel X-Author for Migration Manager Release Notes General

Conga Product Documentation

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Orchestrate

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Orchestrate Contents

About Conga Orchestrate

What's New in Orchestrate Documentation

Orchestrate for Administrators

Conga Orchestrate Technical Requirements

Installation and Setup

Basic Setup

Advanced Setup

Conga Orchestrate Scaling Enhancements

Using Custom Objects as Process Objects, Steps, and Monitored Objects

Using a Custom Object as a Process Object

Using a Custom Object as a Step

Using a Custom Object as a Process Object and Step

Disabling a Custom Object Trigger

Using a Custom Object as an Initiator's Monitored Object

Custom Process Details Button and Process Visual Button for Custom Objects as Process Objects

Configuring Non-Working Days

Configuring Business Hours

Using the Out of Office Link in Classic (Optional)

Configuring a Gantt Chart

Creating Process Groups for Reporting and Gantt Charts

Notifying on Assignment

Configuring Virtual Steps

Customizing the Process Object Lookup Field (Tasks)

Configuring the SendGrid Integration

Configuring the Twilio Integration

Configuring UiPath Integration

Implications of Enabling Shared Contacts

Creating an Apex Test Class for a Custom Object as a Process Object

Creating an Apex Test Class for a Custom Object as a Process Object and a Step

Creating an Apex Test Class for a Custom Object as a Step

Creating an Apex Trigger for a Custom Object as a Process Object

Creating an Apex Trigger for a Custom Object as a Process Object and a Step

Creating an Apex Trigger for a Custom Object as a Step

Configuring Apex Exception Notifications

Modifying Custom Triggers to Use Objects as Process Objects, Step Objects, or Both

Custom Object Wizard

Fields for Custom Objects as Process Objects

Fields for Custom Objects as Process Objects and Steps

Fields for Custom Objects as Steps

Creating Process Definitions from Lucidchart Diagrams

Setting Up a Report for Conga Orchestrate

Use a Lightning Component to Manage Approvals for a Process Object

Conga Orchestrate Scaling Enhancement

FAQs, Tips, and Known Issues

Uninstalling Conga Orchestrate

Orchestrate for Users

Orchestrate for REST API Developers

Conga Customer Community & Learning Center Resources

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Creating Process Definitions from Lucidchart Diagrams

Create new Process Definitions from LucidChart diagrams. For more information and details on the integration, see Lucidchart Integration with Conga Orchestrate.

Note: You must have Conga Orchestrate version 14 or greater to use this feature.

To create a new process definition from a Lucidchart diagram:

In Lucidchart, click File > Export > CSV of Shape Data. This exports a CSV file to your machine.
From any definition list view (other than Recently Viewed, which does not display custom buttons) click Create From Lucidchart.
Choose File and select the file exported from Lucidchart
Enter a name for your new definition.
Choose the process object on which processes using this definition will run.
Choose the step object and record type.
Note: All created steps will use this object and record type combination.
Click Create New Definition. If the import and creation is successful, Orchestrate redirects to the newly created definition. Any errors display on the page.
Edit the definition and any steps. Change step types, assignees, due dates, task comments, and add conditions and validations as needed.

Administrator Guide

Salesforce

Orchestrate

April 28, 2025

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