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Conga Product Documentation

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Orchestrate

Creating a Step with Robotic Process Automation

Executing an Automation Step

Automation steps are executed in the same way that other process steps are. Automation steps can have parent steps, be child steps, or be top-level steps.

For information on setting up an automation step, see Creating a Step with Process Automation.

Note: In Salesforce orgs that upgrade to Conga Orchestrate version 14 or greater, you must run through the object setup in Conga Orchestrate Setup and configure the task object, even if it has already been configured.

Troubleshooting Automation Steps

  1. Go to Setup in Salesforce and use the Quick Find search box to locate Custom Settings.
  2. Click Manage hyperlink.
  3. Click Edit and check the Enable RPA Logging checkbox.
    Note: When you're done diagnosing an issue, remember to uncheck this checkbox. Leaving the box checked creates unnecessary logging records in the org for any automation steps that are fired.
  4. Re-create the issue where the automation step doe not fire.
  5. Go to the Reports tab.
  6. Locate the Web Service Callout Errors Queue report.
  7. Locate the record created when you fired the automation step.
  8. Click into the record and find the Web Service Callout URL.
  9. Review the contents of the Web Service Callout body field for information about the request.
    Note: When retrieving this information, follow the previous steps to uncheck the Enable RPA Logging on the Conga Orchestrate Settings custom setting.
User Guide
Salesforce
Orchestrate

August 8, 2025