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
Conga Orchestrate - Recurring Processes
Setting up a recurring business process
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
How to Install Conga Orchestrate
Installing Conga Orchestrate from the AppExchange is easy! Just follow along with this video to get started.
Conga Orchestrate Overview
Visualize and manage the work that's getting done in your organization with Conga Orchestrate. Automate even your most complex Salesforce workflows for a level of efficiency you never knew existed.
Orchestrate Process Event Driven Steps
Need to use event-driven steps in your Orchestrate definitions? This video will show you how.