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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 Platforms Matrix. |
| Updates | For a comprehensive list of updates for each release, see What's New in Orchestrate Documentation. |
| Other Resources |
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This section describes the following tasks:
Create Process Definitions
Export or Import Process Definitions
Create Process Steps
- Initiate a Process
Before using Orchestrate, you must be familiar with the following:
Basic Salesforce administration
Salesforce and Conga terms and definitions
Select one of the following topics for more information: