Adding Process Details and Process Visual Buttons to Page Layouts

You can add a Process Details button and a Process Visual button to page layouts.

The Process Details button enables you to download process details into an Excel spreadsheet. The Process Visual button displays the process graphically and visually represents how the steps execute. See Introduction to Conga Orchestrate Screens in Salesforce.

To add the Process Details custom button to Process Object Page Layout(s):

1. In Setup, go to the Page Layouts section of the process object (Cases, Campaigns, Opportunities, etc.)
2. Select Edit next to the page layout you are adding the buttons to. 
3. Select the Buttons option in the left frame.
4. Drag and drop the Process Details and Process Visual buttons onto the page layout. 
5. Select Save or Quick Save.

Repeat this process for any other page layouts that will contain the buttons.