Skip to main content
Conga Support

Notifying on Assignment (Optional)

When using Salesforce Tasks as Steps within Conga Orchestrate Definitions, you can notify users of Task assignments via the Reminder window. You can control the pop-up reminder window on a per user basis.

Any user that you create after installing Conga Orchestrate has this featured enabled by default.

  1. Navigate to the User object in Setup.
  2. Select User Page Layouts.
  3. Select the Page Layout you desire to add the notification.
    clipboard_e891930088a9a510153982de6ad691703.png
  4. Drag the Notify on Assignment field to the desired location on your Page Layout.
    clipboard_ec5d4ca67df538d019f3fab5e49908fce.png
  5. Select the Save button.
  6. Repeat to add the field to any other applicable User Page Layout(s).
  7. Navigate to specific user records that you would like this enabled or disabled and select or deselect the "Notify on Assignment" field as desired.
    user-record-notify-on-assignment.jpg