This section describes how to define and execute processes in Salesforce. 

Topic

Description

What's Covered

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 AudienceEnd Users
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 Orchestrate Documentation.

Other Resources

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: