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Conga Support

Manual Setup

In order to fully integrate Conga Orchestrate with your Salesforce organization, some initial setup is required. The instructions that follow take you through editing layouts and adding a Picklist value, as well as overriding the Task and Event pages with the custom pages included with Conga Orchestrate. Once these steps are complete, you will be ready to automate your business processes.

For a more automated way to configure these items, see Conga Orchestrate Setup and Configuration.

  1. Page Layouts
  2. Add Canceled to Task's Status Picklist
  3. Override the Task & Event View Page
  4. Create Event Sub Types
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