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Using a Custom Object as a Process Object and Step

Follow these steps to create and use custom objects as both Process Objects & Steps. Alternatively, use the Custom Object Wizard in Conga Orchestrate Setup to streamline setting up a Custom Object as a Process Object and Step. 

 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 and a Step.
  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. Navigate to Conga Orchestrate Setup to set the values that should count as Closed Status Values in the Status field defined in Step 2 above.

    As a Process Object Example:clipboard_e1285327d1ed2349559ba563a7c557757.png

    As a Step Example:
    clipboard_ee152e0a1bec72997e3630436d8b7db93.png
  10. Create Process Definitions using your custom object.
  11. If you need the ability to assign the steps to a Queue:
    •  Add your custom step object to the list of supported objects in the Queue Setup Edit screen.
    • Create a Workflow Rule to notify queue members when a step is created and assigned to the queue.