Salesforce Workflow Automation

with Conga Orchestrate

How Conga Orchestrate Works

Easily configure, automate and manage large numbers of workflow steps without any coding or custom development from your Salesforce environment. Visualize the flow of the workflow steps and to whom they’re assigned, and see real-time status of a process as it is being executed.

Automated, efficient workflow that can handle the complex needs of today’s business:

• Write a process against any custom object

• Multi-object process support

• See a visual diagram of the process as it executes

• Pre-set any step field at step template creation

• Use native reports and dashboards for full visibility into process progress and future workload

SEE IT IN ACTION!

Amazing Processes

“Orchestrate allows you to do things in Salesforce that would normally require programmers and a ton of man-hours. We would not be able to scale without Orchestrate.”

Brian Schmehil

SUPERCHARGE WORKFLOW AUTOMATION FOR SALESFORCE

Build, run and visualize complex process steps from a task, custom object, checklist, scheduled event, email alert, field update, web service call out or document merge.