Download page Using a Custom Object as a Process Object and Step.
Using a Custom Object as a Process Object and Step
Follow these steps to create and use custom objects as both Process Objects & Steps. 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 Orchestrate Setup page.
Create a Custom Object using the Salesforce help article, 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 necessary for Conga Orchestrate to use the custom object as a Process Object and a Step.
(Optional) Create a Master Page Layout to make creating new page layouts easier in the future.
Create a clone of the Master Page Layout for specific processes.
Create record types using the Salesforce help article, and associate with Page Layouts for the specific processes.