When Conga Orchestrate is up and running, you must create Definitions and add Steps to them. At each Step, a Task is created. For example, when initiated on a Contact, a Definition automatically creates Tasks as previous Tasks are completed, reflecting the flow of a real-world process.

The following Conga Orchestrate screens display in Salesforce.

  • Process Definition Detail Screen
  • Business Process Related List on a Contact
  • List of Steps in a Definition
  • Visualization
  • Activities