Download page Introduction to Conga Orchestrate Screens in Salesforce.
Introduction to Conga Orchestrate Screens in Salesforce
When Conga Orchestrate is up and running, you must create Definitions and add Steps to them. At each Step, a Task is created. For example, when initiated on a Contact, a Definition automatically creates Tasks as previous Tasks are completed, reflecting the flow of a real-world process.
The following Conga Orchestrate screens display in Salesforce.
- Process Definition Detail Screen
- Business Process Related List on a Contact
- List of Steps in a Definition