1. Click the gear icon to go to Salesforce Setup.
  2. Enter Connected Apps in the Quick Find.
  3. Click Manage Connected Apps.
  4. Click OrchestrateSetup.
  5. Select Edit Policies.
  6. In the Permitted Users dropdown, select Admin approved users are pre-authorized.
  7. Click OK to accept the security warning. You will satisfy the requirements in the following steps.
  8. Change the IP Relaxation dropdown to Relax IP Restrictions.
  9. Click Save.
  10. Scroll down and select Manage Profiles or Manage Permission Sets (depending on how you want to manage access to Conga Orchestrate).
  11. Choose the profiles or permission sets that will use Conga Orchestrate.
  12. Click Save.

Once the Orchestrate connected app is configured, configure the remote site settings:

  1. Click the gear icon to go to Salesforce Setup.
  2. Enter Remote Site in the Quick Find.
  3. Select Remote Site Settings.
  4. Select the Orchestrate_Setup_Service remote site.
  5. Click Edit.
  6. Verify that the Active checkbox is selected.
  7. Click Save.