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Conga Support

The About Conga Workflow Tab

The About Conga Workflow tab describes Conga Workflow capabilities and provides information on how to begin the configuration process.

1 Click the About Conga Workflow tab.
2 Create a Workflow Formula is the starting point of Conga Workflow, explaining how to convert an existing Conga Composer solution to a Conga Workflow formula field. 
3 Create a Workflow Rule describes how to create the Salesforce workflow rule that will initiate the Conga Workflow solution.
4 Monitor describes the Conga Workflow Dashboard which monitors Conga Workflow events and lists errors for any records that failed to process.