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.|