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Conga Support

Fields for Custom Objects as Steps

Conga Orchestrate requires the following fields and rules.

Note: You can customize the Field Labels, but the Field Names must match the object in this table (the "__c" is added automatically by Salesforce). 

Object: Field Name

Data Type

Related To

Rules

AlreadyGenerated__c

Checkbox

N/A

N/A

Auto_Close__c

Date / Time

N/A

Read Only on page layouts.

Business_Account__c

Lookup Relationship

Account

N/A

Checklist__c

Lookup Relationship

PCE - Checklist

N/A

Clause__c

Lookup Relationship

Clause

Required only when using Managed Clauses (Conga Contracts for Salesforce).

Sub_Clause__c

Lookup Relationship

Sub Clause

Required only when using Managed Clauses (Conga Contracts for Salesforce).

Client__c

Lookup Relationship

Contact

This field must be required from the master (and all other) page layouts.

Completed_By__c

Lookup Relationship

User

Read Only on page layouts.

Completed_Date__c

Date / Time

N/A

Read Only.

Description__c

Rich Text Area

N/A

N/A

Due_Date__c

Date

N/A

This field must be required from the master (and all other) page layouts.

Email_Queue_Members__c

Checkbox

N/A

N/A

Parent_Event_Id__c

Text

N/A

Up to 18 characters. Mark as an External ID field.

Parent_Object_Name__c

Text

N/A

Up to 255 characters.

Status__c

Picklist

N/A

Requires Completed and Canceled Values. Requires at least one additional value indicating an "Open" status and can include additional Status values.

Step_Id__c

Text

N/A

Up to 18 characters. Mark as an External ID field.

step_lookup__c

Lookup Relationship

PCE – Step

N/A

Step_Stage_Id__c

Text

N/A

Up to 18 characters. Mark as an External ID field.

Subject__c

Text

N/A

Up to 80 characters in length. This field must be required from the master (and all other) page layouts.

Parent Object Lookup Field(s)

You also need to create Lookup fields to all of the Parent Objects that you want to use this object as a step with. For example, if you want to use this object as a step in a process running on the Business Process object; then a Lookup field needs to be created between this object and the Business Process object. The field name must match the object API name, such as Business_Process__c, Case__c, Campaign__c, or Opportunity__c. The field label can be whatever you desire. To use the custom step object as a step in PCE - Definitions, a Lookup field to the object the PCE - Definition is defined against must exist on this object.