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Introduction to Conga Orchestrate Screens in Salesforce

When Conga Orchestrate is up and running, you must define your Processes and add Steps to them. At each Step, a Task is created. For example, when initiated on a Contact, a business Process automatically creates Tasks as previous Tasks are completed, reflecting the flow of a real-world process.

The following Conga Orchestrate screens display in Salesforce.

  • Process Definition Detail Screen
    pce-definition-screen.jpg
  • Business Process Related List on a Contact
    business-process-related-list-contact.jpg
  • List of Steps in a Process Definition
    pce-steps-list-on-definition.jpg
  • Visualization
    visualization.jpg
  • Activities
    bp-activities.jpg
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