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Conga Support

Process Objects

A Process Object is an object used to run processes. Standard objects such as Campaigns, Cases, Contracts, Leads, and Opportunities can be used as Process Objects. Conga Orchestrate ships with a custom Process Object called Business Process. You can also configure your own custom object as a Process Object.

 If 'Require Validation for Converted Leads' is not checked in the Lead settings, a process won't fire when an opportunity is created, even if there is an initiator looking at the opportunity. If that setting is not visible, a case will need to be opened with SF Support.

Download this Conga Orchestrate Object Diagram to get a better understanding of the objects and relationships used in the Conga Orchestrate app.

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Use this decision tree to determine when a new Page Layout and Record Type are necessary, and when adding criteria to your process definition will be sufficient to translate your process with Conga Orchestrate.

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Illustrates how to decide between creating a process using a unique page layout and record type, versus using a 'global' record type with multiple processes that execute based on set criteria.

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