Multiple packages must be installed to implement the complete Approvals solution. Packages for Approvals must be installed in the order indicated in the table in this section. You begin with the Conga base packages and then install the integration packages that enable the various products to function together.

Caution

Conga recommends downloading and installing Conga packages in a Salesforce sandbox org before installing them in your production environment. For information on installing and upgrading in a sandbox, please contact Conga Support before you install any packages.

The Conga Upgrade Program is an automated tool that upgrades packages available in your Salesforce org (Production or Sandbox) to the latest versions. In addition, it ensures all the Conga published managed packages are on the latest versions for the registered orgs. To register your org for push upgrade, see Registering for Conga Upgrade Program.

Install the packages in the following order.

Order

Package

Install Center tab to access the package

Required?

1Conga Base LibraryCPQY
2Conga Contract Lifecycle ManagementContract ManagementY
3Conga ApprovalsAdvance ApprovalY
4

Conga CPQ Approvals

(Required if you are using CPQ)

Advance ApprovalY
5

Conga Quote Management 

(Required if you are using CPQ Approvals)

CPQY
6

Conga Configuration & Pricing

(Required if you are using CPQ Approvals)

CPQY
7

Conga Quote Configuration Integration

(Required if you are using CPQ and Proposal management)

IntegrationsY
8

Conga CLM Configuration Integration

(Required if you are using CLM)

IntegrationsY
9

Conga Quote Approvals

(Required if you are using Proposal Management)

Advance Approval
Y
10

Conga Custom Approvals Management

(Required if you are using Conga Objects or other Salesforce Standard/Custom Objects)

Advance ApprovalY
11

Conga Grid

(Required if you are using Approval Center)

Note: This package is not available on Conga Install Center. Visit Salesforce AppExchange to download it.Y
12

Conga Approval Center

(Required if you are using Approval Center)

Note: This package is not available on Conga Install Center. Visit Salesforce AppExchange to download it.Y

You must have Conga-provided login credentials to the Conga Community Portal to be able to download packages.

To install the Approvals managed packages

  1. Go to the Resources > Install Center tab on the Conga Community Portal.

  2. In My Packages navigation link, click Advanced Approvals. From the VERSION drop-down, select the version that you want to install.

  3. Click Install Version.

  4. Select the environment in which you want to install the packages.

    • To install the packages in your production environment, click Install in Production.
      - OR -
      To install the packages in your sandbox, click Install in Sandbox.

  5. In the Salesforce login screen, enter your login credentials and click Log In.

  6. On the Upgrade page, enter the password provided by Conga.

  7. Select the profile for which you want to install the package. Conga recommends that you select Install for All Users.

  8. If you want to Install for Specific Profiles, you must define the access level for all profiles. Select from one of the following options.

    • No Access - This is the default setting. Apply this access level to disable all object permissions. 

    • Full Access - Apply this access level to assign users permissions to Read, Create, Edit, Delete, View All, and Modify All for all objects in the Approvals package. 

    • Apply other access levels to assign users permissions to Read, Create, Edit, Delete, View All, and Modify All for specific objects in the Approvals package.

      If permission is not enabled for a profile, you can apply Conga-provided permission sets such as the Conga Approvals Admin Permission Set and Conga Approvals User Permission Set to enhance the access levels of the user profile. To assign a permission set, select it from the Available Permission Sets box and click Add. To remove a permission set assignment, select it from the Enabled Permission Sets box and click Remove. For more information, see Access Control and Permissions.


  9. Click Set.

  10. Click Upgrade.

A message is displayed indicating the installation is underway. Once installed, repeat this procedure for each of the packages.