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