Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

download

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 Platform Matrix.

Updates

For a comprehensive list of updates for each release, see What's New in Orchestrate Documentation.

Other Resources

  • See Orchestrate for Administrators for information on installing and setting up Conga Orchestrate.
  • SeeOrchestrate for REST API Developers for detailed information on REST APIs.

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

  • Basic Salesforce administration
  • Salesforce and Conga terms and definitions