With the Conga Orchestrate User Guide, you can define and execute processes in Salesforce. 



What's Covered

This guide is designed to provide users with information on configuring and running processes. This guide covers the most common use cases and assumes a level of familiarity with basic Salesforce.

Primary AudienceEnd Users
IT EnvironmentRefer 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.

Other Resources

Orchestrate Administrator Guide: Refer to this guide for information on installing and setting up Conga Orchestrate.

This guide 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