Conga Orchestrate | Supercharged Workflow Automation
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
Top keywords
- conga4×2.29%
- orchestrate4×2.29%
- process3×1.71%
- steps3×1.71%
- approvals2×1.14%
- automate2×1.14%
- automation2×1.14%
- complex2×1.14%
- conga orchestrate2×1.14%
- flow2×1.14%
- insights2×1.14%
- manual2×1.14%
CalendarAnything - Resource Allocation, Project Management, Campaign Management
CalendarAnything lets you visualize any Salesforce object with a date or time field while enabling self-scheduling and appointment booking directly within Salesforce—no external tools required. Build calendars for resource allocation, project management, campaigns, media planning, production workflows, field service, and more. Integration with Outlook, Google, Slack, and Zoom consolidates all your scheduling in one central location. CalendarAnything is industry-agnostic, enabling users to create customizable Salesforce calendars using any standard, custom, or external object. Overlay events, opportunities, and production schedules alongside your Outlook or Google calendars to avoid scheduling conflicts, like client calls overlapping personal obligations. Availability Scheduling integrates self-scheduling capabilities to optimize workflows. Allow resources to set availability for bookings or let customers book assets directly through your website or digital experience. All captured data flows into Salesforce for streamlined management Easy & Flexible: At-a-glance insights, in-place updates, and color-coded prioritization. Fully customizable and extensible with custom development.
Top keywords
- salesforce4×2.70%
- calendars3×2.03%
- scheduling3×2.03%
- availability2×1.35%
- calendaranything2×1.35%
- custom2×1.35%
- customizable2×1.35%
