How to Install Conga Orchestrate
Installing Conga Orchestrate from the AppExchange is easy! Just follow along with this video to get started.
In Conga Orchestrate How To
Orchestrate - Step Creation Conditions
Learn more about step field dependencies in Conga Orchestrate.
Orchestrate - Define a Process on an Opportunity
This video will cover the steps to define a process on a Salesforce Opportunity record in 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
Third Party Paper in Conga Orchestrate
Creating a third party paper process
Orchestrate - Record Match Initiators - Button Click
Kick off processes in bulk using record match initiators in Conga Orchestrate