With the Conga Orchestrate Administrator Guide, you can find information on how to install and set up Conga Orchestrate. 



What's Covered

This guide is designed to provide administrators with information on installing and setting up processes within Conga Orchestrate. This guide covers the most common use cases for administration and assumes a level of familiarity with basic Salesforce.

Primary AudienceAdmin users responsible for setting up Conga Orchestrate. 
IT EnvironmentRefer to the latest Release Notes for information on System Requirements and Supported Platforms.

For a comprehensive list of updates to this guide for each release, see the What's New topic.

Other Resources
  • Orchestrate User Guide: Refer to this guide for information on Orchestrate workflow and use cases.

This guide describes the following tasks: 

  • Installing Orchestrate

  • Setting up and Configuring Orchestrate 

  • Security Configurations

Before using Orchestrate, you must be familiar with the following:

  • Basic Salesforce administration

  • Salesforce and Conga terms and definitions