In order to fully integrate Conga Orchestrate with your Salesforce organization, some initial setup is required. The instructions that follow take you through configuring various Conga Orchestrate components like adding Conga Orchestrate object-related lists to your customized Account and Contact page layouts.

To quickly add these components, utilize our automatic setup functionality, otherwise, follow the instructions laid out in the manual setup section of this documentation. Once the essential configuration steps are complete, you will be ready to automate your business processes. For more information, see Automatic Setup & Configuration.