Setting up a Process Builder for Conga Sign Transaction
You can set up a process builder to show a Conga Sign Transaction record on the parent account. The below steps are explained for an Opportunity account. You can build this type of process for any parent object that is configured for Conga Sign.
To set up a Process Builder for Conga Sign Transaction
- Go to Salesforce Setup.
- Search for Process Builder.
- On the My Processes screen, click New.
-
Under New Process, enter the following:
- Click Save.
-
Click +Add Object.
- For Object, select Conga Sign Transaction.
- For Start the process, select when a record is created or edited.
- Click Save.
-
Click +Add Criteria.
- Click Save.
-
Click +Add Action in Immediate Actions.
- Click Save.