Conga Product Documentation

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Orchestrate for Users

This section describes how to define and execute processes in Salesforce.

Topic

Description

What's Covered

This section is designed to provide users with information on configuring and running processes. This section covers the most common use cases and assumes a level of familiarity with basic Salesforce.

Primary Audience

End Users

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

This section describes the following tasks:

  • Create Process Definitions
  • Export or Import Process Definitions
  • Create Process Steps
  • Initiate a Process

Before using Orchestrate, you must be familiar with the following:

  • Basic Salesforce administration
  • Salesforce and Conga terms and definitions