Follow these instructions to create and use a custom object as a step. Alternatively, use the Custom Object Wizard in Conga Orchestrate Setup to streamline setting up a custom object as a process object and step.
If the custom process object is from a managed package and therefore has a namespace, add the namespace to the Allowed Namespaces field on the Conga Process Setup page.
- Create a custom object or skip this step if your organization already created a custom object.
- Ensure these properties are set on the custom object:
- Allow Reports
- Allow Activities
- Track Field History
- Add Notes & Attachments
- Allow Search
- Create the required fields for Conga Orchestrate to use the custom object as a step.
- (Optional) Create a master page layout to make creating new page layouts easier in the future.
- Clone the master page layout for specific processes.
- (Optional) Create record types and associate them with page layouts for the specific processes. A custom object step can be created without a record type.
- Go to Conga Orchestrate Setup to set the Closed Status values in the Status field.
- Create an Apex trigger for the custom object.
- Create an Apex test class for the custom object.
- Go to Conga Orchestrate Setup to set the Closed Status values in the Status field.
- To assign steps to a queue:
- Add your custom step object to the list of supported objects in the Queue Setup Edit screen.
- Create a Salesforce Flow to notify queue members when a step is created and assigned to the queue.
- For Classic only: To view Checklist Items on a page layout for a custom object configured to use as a step, create a Visualforce page and add it to all applicable page layouts.
In the Developer Console, create a new Visualforce page. Name it something like CustomObjectNameChecklist.
Copy/paste the following into the new Visualforce Page window:
<apex:page showHeader="false" sidebar="false" standardController="YOUR_CUSTOM_OBJECT__c">
<apex:includeLightning />
<apex:outputPanel rendered="{!YOUR_CUSTOM_OBJECT__c.Checklist__c!=null}">
<div id="pc_checklist" />
</apex:outputPanel>
<script type="text/javascript">
$Lightning.use("FSTR:ChecklistApp", function()
{
$Lightning.createComponent("FSTR:Checklist",
{
recordId : '{!YOUR_CUSTOM_OBJECT__c.Id}'
},
"pc_checklist",
function(cmp) { });
});
</script>
</apex:page>
CODE
![](/orchestrate/files/latest/256516541/256516367/1/1718696902112/example-VF-for-checklist-custom-object-step.jpg)
Add a new section to the applicable custom object page layouts and add the Visualforce page there.
![](/orchestrate/files/latest/256516541/256516537/1/1718696894862/add-checklist-VF-to-page-layout.jpg)
Edit the properties of the Visualforce page in the page layout to set the height (probably 300px or above) and show scrollbars.
![](/orchestrate/files/latest/256516541/256516168/1/1718696912181/VFpage-properties-checklist-custom-object-step.jpg)
You can now create process steps using your custom object. You will see the object in the Object Type when creating a list on Create Record steps.