With the Conga Orchestrate User Guide, you can define and execute processes in Salesforce.
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 Audience||End Users|
|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.
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
DOC ID: ORCHSUM21PREUG20210610