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Orchestrate

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Conga Product Documentation

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Orchestrate

Basic Setup

Administrator Profile Security Configuration

  1. In Setup, enter Profiles in the Quick Find.
  2. Select the System Administrators profile. You can enable and disable the Enhanced Profile Editor from Setup > Customize > User Interface > Check/Un-Check Enable Enhanced Profile User Interface. If you are unsure how to match up these settings with the Enhanced Editor, temporarily disable it while configuring Conga Orchestrate.
  3. Click Edit. Make sure that your settings match the ones below.
    • Check the Conga Orchestrate Visible checkbox
    • Select Default On from the Custom Reports drop-down list box.
    • Select Default On from the Default Team drop-down list box.
    • Select Default On from the Definition Initiators drop-down list box.
    • Select Default On from the Definitions drop-down list box.
    • Select Default On from the Process Team Members drop-down list box.
    • Select Default Off from the Conga Orchestrate Setup drop-down list box.
    • Select Default On from the Virtual Steps drop-down list box.
    • Select Default On from the Conga Orchestrate Help drop-down list box.
    • Select Default On from the Process Groups drop-down list box.
    • Select Default On from the Process Tasks drop-down list box.
    • Select Default Off from the Recurring Business Processes drop-down list box.
    • Check the Read, Create, Edit and Delete, View All, and Modify All checkboxes for:

      • Business Processes

      • Default Team Members

      • Step Reassignments

      • Team Members

      • Virtual Steps

      • Process Archive

      • Process Groups

      • Process Tasks

      • Delayed Steps

      • Recurring Business Processes

      • Test PCEs

      • Test PCE Steps

      • Callout Error Queues

      • Custom Reports

      • Definitions

      • Definition Criteria

      • Definition Initiators

      • Definition Initiators Criteria

      • Process Team Members

      • Stages

      • Steps

      • Step Assignments

      • Step Creation Conditions

      • Step Field Updates

  4. Click Save.
  5. Go to the Selected Record Type section.
  6. Select Edit next to Business Processes and remove the Sample Process Record Type from the Selected Record Types list.
  7. Click Save.
  8. Go to the Enabled Visualforce Page Access section and click Edit.
  9. Enable Visualforce Page Access to all pages that begin with "FSTR".
  10. Click Save.
Administrator Guide
Salesforce
Orchestrate

April 28, 2025