Conga Orchestrate Reviews & Product Details

Conga is the best automation tool for automating your business process in the most efficient way with ability to view your custom business process in swim lanes manner view which is easier to understand. Review collected by and hosted on G2.com.

Could be slow at times and reloads once in a while creating the automation. New developers find it difficult to understand at first and may find it complicated in compare to Salesforce automations provided to us. Review collected by and hosted on G2.com.

At the end of the day, the best softwares are easy to use and reliable. Conga has never held up my workflows or slowed me down which is a massive win! Review collected by and hosted on G2.com.

Sometimes it can take a little longer than I would like but at the end of the day were talking about 10 seconds or somehting so not crazy. Review collected by and hosted on G2.com.

Conga Orchestrate is great when it comes to being flexibile and intutive for managing CRM database. It ensures that the data feed is always updated and accurate for our business insights. It also offers a transformative platform to develop my productivity which results in structured documentation and customer satisfaction. Review collected by and hosted on G2.com.

Having multiple user-accounts for performing CRM workflow management can be quite challenging as its billing depends on number of Conga Orchestrate accounts rather than how many workflows we implement. Review collected by and hosted on G2.com.

Orchestrate frees up space in your brain. Creating a process for the easy things means you don't have to think about them anymore. You can use that space to do far more important things. Then, build processes for those too. It's a glorious cycle. Review collected by and hosted on G2.com.

Now that our processes have become more complicated, the visual export is too large to be overly useful. Review collected by and hosted on G2.com.

ease of building workflows and triggering automation Review collected by and hosted on G2.com.

that it has a cost per user. it would be nice to charge on amount of workflows instead of users Review collected by and hosted on G2.com.

We've been using Orchestrate since it was process composer so we've been loyal. The business processes we create in Salesforce make sense and now we can use checklists which is my personal favorite feature. Review collected by and hosted on G2.com.

It can be a little difficult to adjust on the back end Review collected by and hosted on G2.com.

Now that Conga is running Orchestrate, it has become much more stable and powerful. It is similar to Visual Flow but is easy enough to use that a non-Salesforce Administrator can even use it to create and maintain automations (they would still need to be tech savvy though). Its now quite easy to set up custom objects to be compatible with automated events and the Re-Evaluate Criteria feature is key for being able to have all different possibilities and branches contained and organized in a single automation. The Twilio integration is sweet too, I can send text notifications to Opportunity Team Members or Owners when certain events happen on the Opportunity. Review collected by and hosted on G2.com.

Would like to see more compatibility with Conga Composer (be able to launch Composer Solutions/Buttons with lots of parameters and variables) - right now it can do this at a basic level. Review collected by and hosted on G2.com.

Caveat to this, SF is improving their offerings all the time and flows is a big improvement over process builder, but Conga orchestrate is a much easier to use solution for creating workflows and approvals Review collected by and hosted on G2.com.

If you already have a huge custom Apex codebase you will have to reintegrate to hook up with the orchestrate API, which is one more thing to integrate Review collected by and hosted on G2.com.

Conga orchestrate streamlines all our processes. Any process can be customized to our needs in almost any fashion. Review collected by and hosted on G2.com.

Some features with the checklist option really need to be implemented. Review collected by and hosted on G2.com.

The concept of giving the development of business process automation to the business user group, they dont need to depend on IT/Salsforce admin to do any changes. The visual process is awesome for the users to know exactly where they are in the process. Review collected by and hosted on G2.com.

Availablility of samples, best practices. Review collected by and hosted on G2.com.