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Conga Product Documentation

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Orchestrate

Basic Setup

Financial Services Cloud Setup

If Conga Orchestrate is not installed, you must:

  1. Install Conga Orchestrate from the AppExchange listing. (If you want to install in a sandbox, choose that option after clicking Get It Now.)
  2. Grant access to all users.
  3. After package install, follow Basic Setup for Conga Orchestrate and assign security using permission sets.
    Note: For the specific Financial Services Cloud setup items listed below, if the setup screenshots in the documentation reference classic setup pages, it may make sense to switch to Classic to follow them.

    Set up Financial Services Cloud items:

  4. Go to Setup in Lightning and select Object Manager under the Objects and Fields section.
  5. Click Business Process.
  6. Select Buttons Links and Actions, click the down arrow next to New, and click Edit.
  7. Select Standard Page under the Salesforce Classic Override section. Click Save.
  8. Reopen Object Manager.
  9. Select Account.
  10. Click Page Layouts, then Account (Individual) to access the Account (Individual) page layout. If the Contact (Individual) page layout is configured per this documentation, necessarily related lists will display on the Account (Individual) page layout in Lightning.
  11. Go to the Conga Orchestrate Setup tab and select Disable Setting Account Lookup from the Features Control section. This forces users to select the appropriate account (household or business) when executing business processes.
  12. Click Save.
    Note: When creating page layouts on the Business Process object, include the New Task (FSC) and New Event (FSC) custom actions so that you can create manual tasks and events correctly from a business process record. In addition, set the Account field to "Required on all Business Process Page layouts". For information on setting up the New Event action, see Setting Up a New Event Action for the Financial Services Cloud. For more on setting up the New Task action, see Setting Up a New Task Action for the Financial Services Cloud.

Setting Up a New Event Action for the Financial Services Cloud

Follow the steps below to set up the New Event action on the Business Process object.

To set up a New Event Action

  1. Go to Salesforce Setup in Lightning and select Object Manager.
  2. Click Business Process.
  3. Click Buttons, Links, and Actions.
  4. Click New Action.
  5. Select Create a Record for the Action Type field.
  6. Select Event for the Target Object field.
  7. Select Advisor Event for the Record Type field.
  8. Enter New Event (FSC) in the Label field
  9. Enter New Event (FSC) in the Name field.
  10. Click Save.
  11. Put any fields you want on the page layout. Place the Sub Type field on the page layout that was created when you set up the Event object in the Conga Orchestrate Setup Wizard.
  12. Click Save.
  13. Go back to Buttons, Links, and Actions and click New Event (FSC).
  14. Click New in the Predefined Field Values section.
  15. Select Name (under Standard Fields) for the Field Name field.
  16. Insert FSTR__Business_Process__c.FSTR__Client__c into the Formula Value field.
  17. Click Save.
  18. Put the new custom action on the business process page layouts you want the action to appear on.

Setting Up a New Task Action for the Financial Services Cloud

Follow the steps below to set up the New Task action on the Business Process object.

To set up a New Task action on the Business Process object

  1. Go to Salesforce Setup in Lightning and select Object Manager under the Objects and Fields section.
  2. Click Business Process.
  3. Click Buttons, Links, and Actions.
  4. Click New Action.
  5. Select Create a Record in the Action Type field.
  6. Select Task in the Target Object field.
  7. Select Advisor Task in the Record Type field.
  8. Enter New Task (FSC) in the Label field
  9. Enter New_Task_FSC in the Name field.
  10. Click Save.
  11. Put any fields you want on the page layout.
  12. Click Save.
  13. Go back to Button, Links, and Actions and click New Task (FSC).
  14. Click New in Predefined Field Values.
  15. Select Name (under Standard Fields) for the Field Name field.
  16. Insert FSTR__Business_Process__c.FSTR__Client__c into the Formula Value field.
  17. Click Save.
  18. Put the new custom action on the business process page layouts where you want the action to appear.
Administrator Guide
Salesforce
Orchestrate

April 28, 2025