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October-23

Orchestrate
Orchestrate for Administrators
Installation and Setup
Current: Advanced Setup

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Advanced Setup

This section details advanced setup options for Conga Orchestrate.

All these items are optional.

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

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