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Conga Support

Basic Setup

In order to fully integrate Conga Orchestrate with your Salesforce organization, some initial setup is required. The instructions that follow take you through installing Conga Orchestrate, changing security profiles, editing layouts and adding a Picklist value, as well as overriding the Task and Event pages with the custom pages included with Conga Orchestrate. Once these steps are complete, you will be ready to automate your business processes.

  1. Install Conga Orchestrate
  2. Guided Setup and Configuration
  3. Security Configuration
  4. Essential Configuration
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