Orchestrate

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June-24

Orchestrate
Orchestrate for Administrators
Current: Installation and Setup

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Installation and Setup

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Installing Conga Orchestrate

Upgrading to Conga Orchestrate Version 14

Security Using Permission Sets

Security Profile Configuration

End User Profile Security Configuration

Administrator Profile Security Configuration

Essential Configuration

Setup and Configuration

Creating Event Sub-Types

Default Team Members

Configuring a Conga Orchestrate Connected App

Activating the Conga Composer Remote Site to Generate Document Steps

Financial Services Cloud Setup

Conga Orchestrate Scaling Enhancements

Using Custom Objects as Process Objects, Steps, and Monitored Objects

Using a Custom Object as a Process Object

Using a Custom Object as a Step

Using a Custom Object as a Process Object and Step

Disabling a Custom Object Trigger

Using a Custom Object as an Initiator's Monitored Object

Custom Process Details Button and Process Visual Button for Custom Objects as Process Objects

Configuring Non-Working Days

Configuring Business Hours

Configuring Out of Office Link in Classic

Configuring a Gantt Chart

Creating Process Groups for Reporting and Gantt Charts

Notifying on Assignment

Configuring Virtual Steps

Customizing the Process Object Lookup Field (Tasks)

Configuring the SendGrid Integration

Configuring the Twilio Integration

Configuring UiPath Integration

Implications of Enabling Shared Contacts

Creating an Apex Test Class for a Custom Object as a Process Object

Creating an Apex Test Class for a Custom Object as a Process Object and a Step

Creating an Apex Test Class for a Custom Object as a Step

Creating an Apex Trigger for a Custom Object as a Process Object

Creating an Apex Trigger for a Custom Object as a Process Object and a Step

Creating an Apex Trigger for a Custom Object as a Step

Configuring Apex Exception Notifications

Modifying Custom Triggers to Use Objects as Process Objects, Step Objects, or Both

Custom Object Wizard

Fields for Custom Objects as Process Objects

Fields for Custom Objects as Process Objects and Steps

Fields for Custom Objects as Steps

Lucidchart Integration with Conga Orchestrate

Setting Up a Report for Conga Orchestrate

Use a Lightning Component to Manage Approvals for a Process Object

Conga Orchestrate Scaling Enhancement

FAQs, Tips, and Known Issues

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