This section describes how to install and set up Conga Orchestrate.

Topic

Description

What's Covered

This section is designed to provide administrators with information on installing and setting up processes within Conga Orchestrate. This section 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 EnvironmentFor information pertaining to the requirements and recommendations, see System Requirements and Supported Platforms Matrix.
Updates

For a comprehensive list of updates for each release, see What's New in Orchestration Documentation.

Other Resources

See Orchestrate for Users for information on Orchestrate workflow and use cases.


This section 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

Select one of the following topics for more information: