How to Configure Conga Orchestrate
Now that you have installed Conga Orchestrate, get started configuring your new solution! This video will walk you through setting up permissions, page layouts, and process objects so that your users can start using Conga Orchestrate today!
In Conga Orchestrate How To
Orchestrate - Define a Process on an Opportunity
This video will cover the steps to define a process on a Salesforce Opportunity record in Orchestrate.
Third Party Paper in Conga Orchestrate
Creating a third party paper process
Orchestrate - Process Decision Tree Criteria vs. Unique Page Layout Record Type
When to Use a Unique Record Type in Conga Orchestrate
How to Install Conga Orchestrate
Installing Conga Orchestrate from the AppExchange is easy! Just follow along with this video to get started.
Orchestrate Process Event Driven Steps
Need to use event-driven steps in your Orchestrate definitions? This video will show you how.
Orchestrate - Step Creation Conditions
Learn more about step field dependencies in Conga Orchestrate.