Skip to main content
Conga Support

Introduction to Conga Orchestrate Screens in Salesforce

When Conga Orchestrate is up and running, you must create Definitions and add Steps to them. At each Step, a Task is created. For example, when initiated on a Contact, a Definition 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
    clipboard_e4511001ed2702ef835030a99de5d1187.png
  • Business Process Related List on a Contact
    clipboard_e8fdf7f3205d57becf4e64ed437a741a6.png
  • List of Steps in a Definition
    clipboard_e94e53d732c41bdd8762e097361069828.png
  • Visualization
    clipboard_e19af91e9e3c66fe3927420c9556be58c.png
  • Activities
    bp-activities.jpg
  • Was this article helpful?