Upgrading Approvals
This section covers all required tasks for upgrading Approvals to the latest version from
the previous two releases.
Tip:
If you have not installed Approvals, contact Conga Support to request an installation link; then perform the standard installation described in Installing Conga Approvals.
Upgrading Approvals
- You have reviewed and conform to latest Upgrading Approvals.
- You have access to the Install Center on the Conga Community Portal for Approvals managed and dependent packages.
- You have administrator privileges to your Salesforce org.
You don't have to back up your configurations. All configurations you performed since you installed your existing release will remain intact after the upgrade.
Salesforce has deprecated Workflow Rules in favor of Salesforce Flow. Conga has updated
its products to accommodate this deprecation, but you must manually deactivate the
following workflow rules before installing Conga Approvals:
- Approval Request Comments Modified
- Send Reassignment Notification
Make sure that:
- All custom settings are correct as described in Approval System Properties and Approvals Custom Config Settings.
- All upgrade scenarios work as in the previous release.
Callbacks: Callback class has not changed.
Metadata changes: All picklist type fields are validated.
Layout changes: Layout changes are validated.
Remote API calls: All API calls are functional.
All approval process data works, including submit, approve, and reject flows.
Note:
The upgrade procedure above has been tested against a basic setup, not custom code or triggers
