This section describes how to define and execute processes in Salesforce.
This section is designed to provide users with information on configuring and running processes. This section covers the most common use cases and assumes a level of familiarity with basic Salesforce.
|Primary Audience||End Users|
|IT Environment||For information pertaining to the requirements and recommendations, see System Requirements and Supported Platforms Matrix.|
For a comprehensive list of updates for each release, see What's New in Orchestrate Documentation.
See Orchestrate for Administrators for information on installing and setting up Conga Orchestrate.
This section describes the following tasks:
Create Process Definitions
Export or Import Process Definitions
Create Process Steps
- Initiate a Process
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: