Orchestrate - Define a Process on an Opportunity
This video will cover the steps to define a process on a Salesforce Opportunity record in Orchestrate.
In Conga Orchestrate How To
Third Party Paper in Conga Orchestrate
Creating a third party paper process
Orchestrate - Step Creation Conditions
Learn more about step field dependencies in Conga Orchestrate.
Orchestrate Process Event Driven Steps
Need to use event-driven steps in your Orchestrate definitions? This video will show you how.
Orchestrate - Record Match Initiators - Button Click
Kick off processes in bulk using record match initiators in Conga Orchestrate
How to Configure Conga Orchestrate
Now that you have installed Conga Orchestrate, get started configuring your new solution!
Orchestrate - Process Decision Tree Criteria vs. Unique Page Layout Record Type
When to Use a Unique Record Type in Conga Orchestrate