Conga Orchestrate | Supercharged Workflow Automation

Powerful program with bad documentation

I want to like this product... when it works, it can do amazing things. But when it doesn't, it's frustrating finding a solution on your own. Troubleshooting documentation is minimal, the community board has maybe a dozen posts total (mostly unanswered) , and the video library/conga university only covers topics at a fairly rudimentary level. The basic support package has limited hours with an actual tech agent, so expect to pay more if you do have issues. Probably better for an enterprise company with resources than a non-profit.

A Must Have

Not sure why this isn't a standard package for Salesforce!! Literally could not run our business on the Salesforce platform without this tool. Keep up the great work Conga!

Love it

I mean, come on. We've used Conga Orchestrate for so long, I'm not sure anyone even knows the date we first used it. Everyone loves it here, and for good reason. It was born here. Conga Orchestrate is how work gets done at our company, and the service level it provides the stakeholders & clients is nothing short of amazing. Keep up the good work.

Good, but needs some improvement

I like the product, but I think that some improvements are needed for this to receive 5 stars. Before delving into the issues I experienced, I think it is important to note that Process Composer was recently acquired by Conga and much of the headache was due to the acquisition. If fact, one of their support staff mentioned to us that we were their first customer since being acquired, so we were essentially the guinea pigs. Firstly, there were issues with the program working on Salesforce Lightning. For instance, when working on the visual editor, I would create a step, save, and then have to close the window each time because the gray screen would not go away otherwise. This may not seem like a big deal at first, but when you are creating hundreds of steps, it can get quite bothersome. Secondly, the instructional documents and videos were a bit confusing and made the set up process pretty difficult. There were issues with permissions because we only wanted 3 people to have the ability to edit the processes and then everyone else would simply participate in the processes that were created. Then, when configuring, we required assistance from their technical support because we received an error that Process Composer had never received before. After some back and forth, we finally got out process set up but it took one week from the purchasing date to be able to use the program successfully. Lastly, the onboarding process was a nightmare because of the merger. Nobody had any answers for the questions we had and that was frustrating for us, the customer, because things did not go as promised. At the end, we are happy with the product, but the initial set up was horrific and there are still some bugs that hopefully they will fix soon. They were really apologetic about all of these issues and seem like they are willing to fix the issues we pointed out, so that was somewhat reassuring.

Overcomes limitations of Processes for more complex action plans

As a Salesforce consulting firm that has worked with Salesforce for over 11 years and with over 400 Salesforce customers, we use the standard Salesforce Processes, Workflow Rules and Visual Flow often. We are experts in these tools. But many times the requirements for "action plans" do not match well with these standard tools. When those needs arise, we turn to Process Composer. Standard Salesforce Processes and Workflow Rules are not well suited to triggering one or more steps in an action plan based another step being completed. They also do not work well for triggering a step when a set of previous steps have been completed, not necessarily in a defined order. Process Composer, however, does this very well and is easily configured with limited knowledge. It also is much more adept at managing plans with 30 or more steps. We have used Process Composer several times for these more complex requirements. As we work with many AppExchange apps, we are always very pleased when we find a vendor that provides fantastic support for their app. The people behind Process Composer have always been quick to respond to a request for help, even assisting us directly when necessary. Always pleasant and courteous as well.

Amazing Processes

PC allows you to do things in SF that would normally require programmers and a ton of man hours. We would not be able to scale with out PC and all the great people that work there.

Great add on to Salesforce to manage processes

I've been using this product for over a year now. Our company uses it to manage our entire product fulfillment process, over 30 steps and growing. We're adding new automated email responses to our customers now. Orchestrate spent all of the time needed to get the process up and running to my expectations. Whenever there is a challenge they have the answer or help create a workable solution. Customer service is outstanding, always responsive, detailed answers with solutions. Working on setting up other sales processes right now. Love the product, love the support even more!

Works Great! Fantastic Customer Support!

We use PC for a number of processes. The PC team has been super helpful when it comes to creating solutions for our business requirements.

Exceeds Expectations

ProcessComposer has enabled us to implement a robust set of workflows that ensure a *consistent* process every time. With it's integration with Salesforce, ProcessComposer has provided our business with numerous benefits: *Reduced errors* ProcessComposer allows you to customize form fields - make fields required so a process cannot be initiated until all pertinent information is included. Make fields dependent on each other - if you choose option (a) in one section, you can only choose option (b) or (c) in another. *Automated approvals* ProcessComposer notifies the relevant user when review and approval of a process is needed. The process doesn't move along until the approval is received. Employees do not need to manually notify each other - notifications are automated. *Visibility* ProcessComposer allows users to follow the status of a workflow. This promotes complete transparency. *Real time reports* Salesforce dashboards and reports allow you to report on any process and any task within the process. You want to know how long it takes for a client to send back signed documents? Salesforce with ProcessComposer can tell you! Thank you ProcessComposer for making our business so efficient. We couldn't live without you!

This app totally ROCKS

We are building a lot of process automation into our finserv org, and this app is indispensable. Not only is the app incredibly powerful, but the service is first class. A+++