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Using a Custom Object as a Process Object

Follow these steps to create and use a custom object as a Process Object.

Alternatively, you can use the Custom Object Wizard in Conga Orchestrate Setup to streamline setting up a Custom Object and Process Object

Note: If the custom process object is from a managed package, and therefore, has a namespace, add the namespace to the Allowed Namespaces field on the Conga Orchestrate Setup page.

  1. Create a Custom Object using the Salesforce help article, or skip this step if your organization already created a custom object.
  2. Ensure these properties are set on the custom object:
    • Allow Reports
    • Allow Activities
    • Track Field History
    • Add Notes & Attachments
  3. Create the required fields necessary for Conga Orchestrate to use the custom object as a Process Object.
  4. (Optional) Create a Master Page Layout to make creating new page layouts easier in the future.
  5. Create a clone of the Master Page Layout for specific processes.
  6. Create record types using the Salesforce help article, and associate with Page Layouts for the specific processes.
  7. Create an Apex Trigger for the custom object.
  8. Create an Apex Test Class for the custom object.
  9. Create Process Definitions using your custom object.
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