Conga Orchestrate | Supercharged Workflow Automation
Create processes to grow with your business
Overview
Build, run, visualize, and analyze longer-running, multi-person workflows using Conga's process automation engine. Create complex processes to orchestrate handoffs between team work and automation.
See How Conga Orchestrate | Supercharged Workflow Automation Works
Eliminate the process manual. Store your process templates for repeated use. Create and update tasks and standard/custom object records, use checklists and approvals, send emails, generate documents, trigger UiPath bots, call REST services, and more.
Kick off processes automatically when a record is created or updated, an event is scheduled on your calendar, time has passed (recurring processes), when records match your specific criteria, or manually. Add advanced logic and validations to steps.
Fully realize your operations with our process visualizations, including flow chart and Gantt views. Analyze current and future workload using Salesforce reports, dashboards, or Einstein analytics tools.
Complexity doesn’t have to follow growth. With Conga Orchestrate, you can easily configure, automate, and manage a large number of workflow steps and processes, no matter how complex. Plus, you save time and eliminate costly errors caused by manual work. Quickly build and automate complex workflows for you and your team using our end-to-end process automation solution. With built-in steps between manual and automated approvals, Orchestrate allows you to easily manage your workflows, gives you visual insights to where a process or approval sits, saves a full audit trail for your records, and displays valuable data insights to identify common roadblocks and trends. Make your Visio and Lucidchart diagrams come to life. You can also leverage Conga Orchestrate to: • Create and update tasks and other standard, custom object records • Add checklists and approvals • Generate documents with Conga Composer • Trigger UiPath robotic process automation (RPA) bots • Send emails • Post to Chatter • Manage your contract lifecycles in combination with Conga Contracts for Salesforce. • Integrate with Salesforce Flow, allowing you to put flow steps directly into Orchestrate
Categories
- Business Needs
- ProductivityCollaboration
- Industries
- Horizontal ProductFinancial Services
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyPerson AccountsCommunity BuilderManaged Package
Compatibility
- Required Salesforce ProductsThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Salesforce Editions
- EnterpriseUnlimitedForce.comDeveloper
- Supported Languages
- English