To create and use custom objects as both process objects and steps, follow the instructions below. Alternatively, use the Custom Object Wizard in Conga Orchestrate Setup to streamline setting up a custom object as a process object and step.

If the custom process object is from a managed package and therefore has a namespace, add the namespace to the Allowed Namespaces field on the Conga Orchestrate Setup page.

  1. Create a custom object, or skip this step if your organization already created a custom object.
  2. Ensure these properties are set on the custom object:
    • Allow Reports
    • Allow Activities
    • Track Field History
    • Add Notes & Attachments
    • Allow Search
  3. Create the required fields for Conga Orchestrate to use the custom object as a process object and a step.
  4. (Optional) Create a master page layout to make creating new page layouts easier in the future.
  5. Clone the master page layout for specific processes.
  6. Create record types and associate them with page layouts for the specific processes.
  7. Create an Apex trigger for the custom object.
  8. Create an Apex test class for the custom object.
  9. Go to Conga Orchestrate Setup to set the Closed Status values in the Status field. 
  10. Create process definitions using your custom object.
  11. To assign the steps to a queue:
    • Add your custom step object to the list of supported objects in the queue setup edit screen.
    • Create a Salesforce Flow to notify queue members when a step is created and assigned to the queue.