With the Conga Orchestrate Administrator Guide, you can find out to install and setup Conga Orchestrate.
This guide is designed to provide administrators with information on installing and setting up processes within Conga Orchestrate. This guide covers the most common use cases for administration and assumes a level of familiarity with basic Salesforce.
|Primary Audience||Admin users responsible for setting up Conga Orchestrate.|
|IT Environment||Refer to the latest Release Notes for information on System Requirements and Supported Platforms.|
For a comprehensive list of updates to this guide for each release, see the What's New topic.
This guide describes the following tasks:
Setting up and Configuring Orchestrate
- Security Configurations
Before using Orchestrate, you must be familiar with the following:
Basic Salesforce administration
Salesforce and Conga terms and definitions
DOC ID: ORCHSUM21PREAG20210610