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Conga Product Documentation

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Orchestrate

Basic Setup

Administrator Profile Security

Administrator profile security controls whether System Administrators can access Conga Orchestrate apps, tabs, objects, and Visualforce pages.

Profile Editors

Salesforce provides two profile editors. The editor that opens depends on the Enhanced Profile User Interface setting in your org.

  • Standard profile editor: Opens when Enhanced Profile User Interface is disabled. All profile settings appear on one page.
  • Enhanced profile editor: Opens when Enhanced Profile User Interface is enabled. Profile settings are grouped into categories, and you edit and save each category separately.

The settings that you configure are the same in both editors. Only the navigation differs.

Identifying the Profile Editor

Check the Enhanced Profile User Interface setting to determine which profile editor opens in your org.

  1. In Setup, enter User Management Settings in the Quick Find box, and then select User Management Settings.
  2. Find Enhanced Profile User Interface.
    • If the toggle shows Enabled, you use the enhanced profile editor.
    • If the toggle shows Disabled, you use the standard profile editor.

You know which profile editor to use. You can change this setting at any time. The change applies to all profiles in your org.

Configuring Administrator Profile Security in the Standard Profile Editor

Configure the System Administrator profile for Conga Orchestrate when the Enhanced Profile User Interface setting is disabled.

Verify that Enhanced Profile User Interface is disabled. For instructions, see Identifying the Profile Editor.

  1. In Setup, enter Profiles in the Quick Find box, and then select Profiles.
  2. Select the System Administrator profile, and then click Edit.
  3. Configure the app and tab settings.
    For the values to apply, see App and Tab Settings for the System Administrator Profile.
  4. In the Custom Object Permissions section, configure the object permissions.
    For the objects and permissions to apply, see Object Permissions for the System Administrator Profile.
  5. Click Save.
  6. In the Record Type Settings section, click Edit next to Business Processes.
  7. In the Selected Record Types list, remove Sample Process Record Type.
  8. Click Save.
  9. In the Enabled Visualforce Page Access section, click Edit.
  10. Enable access to all Visualforce pages with names that begin with FSTR.
  11. Click Save.

The System Administrator profile has access to Conga Orchestrate apps, tabs, objects, and Visualforce pages.

Configuring Administrator Profile Security in the Enhanced Profile Editor

Configure the System Administrator profile for Conga Orchestrate when the Enhanced Profile User Interface setting is enabled.

Verify that Enhanced Profile User Interface is enabled. For instructions, see Identifying the Profile Editor.

In the enhanced profile editor, you edit and save each category or object separately.

  1. In Setup, enter Profiles in the Quick Find box, and then select Profiles.
  2. Select the System Administrator profile.
  3. Make Conga Orchestrate visible.
    1. Select Assigned Apps, and then click Edit.
    2. Select the Conga Orchestrate (Visible) checkbox.
    3. Click Save.
  4. Configure the tab settings for each object.
    For the objects and values to apply, see App and Tab Settings for the System Administrator Profile.
    1. Select Object Settings, and then select the object.
    2. Click Edit.
    3. Set the tab setting for the object.
    4. Click Save.

    Repeat these substeps for each object.

  5. Configure the object permissions for each object.
    For the objects and permissions to apply, see Object Permissions for the System Administrator Profile.
    1. Select Object Settings, and then select the object.
    2. Click Edit.
    3. Select the object permissions.
    4. Click Save.

    Repeat these substeps for each object.

  6. Remove the sample record type.
    1. Select Object Settings, select Business Processes, and then click Edit.
    2. In the Selected Record Types list, remove Sample Process Record Type.
    3. Click Save.
  7. Enable access to the Visualforce pages.
    1. Select Visualforce Page Access, and then click Edit.
    2. Enable access to all Visualforce pages with names that begin with FSTR.
    3. Click Save.

The System Administrator profile has access to Conga Orchestrate apps, tabs, objects, and Visualforce pages.

App and Tab Settings for the System Administrator Profile

Use these values when you configure app visibility and tab settings for the System Administrator profile.

Table 1. App and Tab Settings
SettingValue
Conga OrchestrateVisible: Selected
Custom ReportsDefault On
Default TeamDefault On
Definition InitiatorsDefault On
DefinitionsDefault On
Process Team MembersDefault On
Virtual StepsDefault On
Conga Orchestrate HelpDefault On
Process GroupsDefault On
Process TasksDefault On
Conga Orchestrate SetupDefault Off
Recurring Business ProcessesDefault Off

Object Permissions for the System Administrator Profile

Use these objects and permissions when you configure object permissions for the System Administrator profile.

Permissions

For each object in the following list, select Read, Create, Edit, Delete, View All, and Modify All.

Objects

  • 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

October 12, 2026