To fully integrate Conga Orchestrate with your Salesforce organization, some initial setup is required. The instructions that follow take you through configuring Conga Orchestrate, such as adding Conga Orchestrate object-related lists to your customized Account and Contact page layouts.
To add these components, use our automatic setup functionality, or follow the instructions in manual setup. Once the essential configuration steps are complete, you will be ready to automate your business processes.