What are Conga Upgrades? 

Several Conga customers are on outdated versions of their Conga CLM or Conga CPQ software. This not only prevents them from enjoying the latest product features that have been released over the past few years, but their outdated software is also a major compliance and security risk.  

 Conga Upgrades is an initiative to transition these companies over to a more supported, more compliant, faster, and more efficient version of their software. With a more recent software version, they can realize the immediate benefits of using the latest Conga software such as new features, faster performance, quicker support resolutions, and a more secure and compliant customer experience.  

Why should I upgrade? 

In mid-October 2022, Salesforce announced the retirement of Platform Versions 21.0 through 30.0.  We have determined this change will create challenges for all customers currently on versions prior to our September 2022 release.  To avoid unnecessary disruption, we strongly recommend that all customers plan to upgrade to Conga’s latest release prior to the release of Salesforce Summer 2023.   

 While it is always considered best practice to keep your environment up to date, we realize that this move may be sooner than you had planned.  We are here to support you through this process.  Please see below for additional information:  

What Conga products need to enroll in Conga Upgrades?  

Only outdated versions of Conga CLM and Conga CPQ (legacy Apttus) need to be enrolled into Conga Upgrades. 

What Conga packages are eligible to move into the upgrade program?  

Any package that is 2017 or later (2017, 2018, 2019, 2020, 2021); CLM 2017 (Version Number 8.368) or later, CPQ 2017 (Version Number 10.1270) or later. We recommend you be on a minimum at least of the Conga September 2022 Release package. 

What are my Upgrade Options?

We at Conga are committed to assisting you with your upgrade and have provided 3 upgrade paths that you can take. Please review the following options and see which upgrade path works best for you and your team.   

Self-ServiceConga Upgrade ProgramPartner or 3rd Party
Manually upgrade your Conga software via the install center.  With the Conga Upgrade Program, you will receive automatic deployments for every product release   Enlist the support of Conga or a Partner
  • No cost to you 
  • From the Install Center, you can install the latest package
  • Gives you the flexibility to upgrade at the right time for your business 
  • Ideal if you only want to upgrade 1x per year, or stay N-1
  • No cost to you 
  • Enroll in the Conga Upgrade Program by registering your Sandbox & Production environments here 
  • Once enrolled, your Salesforce Orgs will automatically receive the most recent major release per the Conga Release Calendar 
  • Basic Conga testing and supports through the upgrade process. For more information, see Conga Automation Early Feedback Program
  • Ideal if you want to stay on the most up-to-date release (3x/year)  
  • Assistance with registration, review of environment, preparation, and/or additional testing
  • They will test and prepare your upgrade 
  • Approval before pushing to Production orgs
  • Ideal if working w/certified partner or need additional assistance  

How much does it cost to enroll in the Conga Upgrade Program (automatic deployment of major Conga Releases)?   

When enrolling into the Conga Upgrade Program, there will be zero cost to you. Additionally, you will be automatically upgraded to the latest software at every product release (3x / year). 

Do I need to register my orgs individually?  

Yes. You must register each of your Salesforce orgs with Conga Upgrades individually (including Sandboxes and Production Orgs).  

Can I register multiple sandboxes?  

Yes, we allow you to register multiple sandboxes.  

Can I register my org with any Salesforce profile?  

No, a Salesforce System Administrator will need to register your sandbox and production orgs directly from the push upgrades registration page.  

Can the Conga Upgrade Program handle the installation or upgrade of dependent versions for non-Conga packages?  

Yes. The Conga Upgrade Program can handle dependencies with non-Conga packages. Currently, the Conga Upgrade Program handles the installation and upgrade of Adobe Sign (non-Conga package) for the latest Conga CLM (Conga-managed package).  

Does the Conga Upgrade Program store customer/subscriber org’s user credentials?  

No, Conga Upgrades uses the OAuth mechanism that authorizes the system to access the given org through the exchange of tokens.  

What if I find an issue after the upgrade?  

Please submit a case to the Conga Technical Support team via the Conga Customer Community.

How do I register for the Conga Upgrade Program?  

It takes less than 5 minutes to register, or Conga can do this for you. Log in with your Salesforce admin credentials to get started.

How do I get started? 

If you have questions or need help planning your Conga Upgrade, please contact your Customer Success Manager, or contact us at upgrade@conga.com.