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Conga Product Documentation

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Orchestrate

Advanced Setup

Custom Object Wizard

Conga Orchestrate allows you to create complex processes with custom objects, in addition to standard Salesforce objects. Specifically, Conga Orchestrate provides functionality to reference custom objects as process objects and as step objects.

To reference custom objects with Conga Orchestrate, use the Custom Object wizard to configure the custom objects as process objects or as step objects.

You must complete the Custom Object wizard to make a custom object eligible as a process object or a step object.

To complete the Custom Object wizard

  1. Click the Conga Orchestrate Setup tab.
  2. Under the Advanced Setup section, click Custom Objects.
  3. Choose Process, Step, or Both to set the custom object up as a process object or a step object.
  4. Click Verify to verify that OAuth is connected.
  5. Choose Create New Custom Object or Select Existing Custom Object depending on whether you are using an existing custom object or creating a new one.
    • When creating a new custom object in the Custom Object wizard, enter values for the name and data type (Text or Auto Number), then click Create a New Custom Object. Creating a new custom object automatically generates the required Conga Orchestrate fields and field mapping (step 6 is skipped).
    • When referencing an existing custom object, choose the specific custom object and click Use Selected Object.
  6. Once an existing custom object is selected, map the required Conga Orchestrate fields to existing fields on the custom object or create new fields using the Custom Object wizard.
    • Select Default in the Custom Object field to create new custom fields that map to the required Conga Orchestrate fields.
    • Select Choose Existing to choose existing fields that map to the required Conga Orchestrate fields.
    • Click Map Fields to Custom Object once all fields are mapped or created.
  7. Choose which fields are added to the custom object's page layout and click Assign Fields.
  8. Choose field-level security for each user profile. Click Save Field Security to apply the selected field-level security to the referenced profiles.
  9. Click Deploy Trigger to deploy the required trigger and text class.
Administrator Guide
Salesforce
Orchestrate

April 28, 2025