Installing Conga Approvals

Multiple packages must be installed to implement the complete Approvals solution. Packages for Approvals must be installed in the order indicated in the table below. Begin with the Conga base packages and then install the integration packages that enable the products to work together.

Caution

Download and install Conga packages in a Salesforce sandbox org before installing them in your production environment. For information on installing and upgrading in a sandbox, contact Conga Support.

Conga Upgrade is an automated tool that upgrades packages available in your Salesforce org (production or sandbox) to the latest version. 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?
1	Conga Base Library	CPQ	Y
2	Conga Contract Lifecycle Management	Contract Management	Y
3	Conga Approvals	Advance Approval	Y
4	Conga CPQ Approvals (Required if you are using CPQ)	Advance Approval	Y
5	Conga Quote Management (Required if you are using CPQ Approvals)	CPQ	Y
6	Conga Configuration & Pricing (Required if you are using CPQ Approvals)	CPQ	Y
7	Conga Quote Configuration Integration (Required if you are using CPQ and Proposal management)	Integrations	Y
8	Conga CLM Configuration Integration (Required if you are using CLM)	Integrations	Y
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 Approval	Y
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 Conga Community Portal login credentials to download packages.

To install the Approvals managed packages

Go to the Resources > Install Center tab on the Conga Community Portal.
In the My Packages link, click Advanced Approvals. Select the version you will install from the VERSION drop-down.
Click Install Version.
Select the environment in which you want to install the packages. To install the packages in your production environment, click Install in Production. To install the packages in your sandbox, click Install in Sandbox.
In the Salesforce login screen, enter your login credentials and click Log In.
On the Upgrade page, enter the password provided by Conga.
Select the profile for which you will install the package. Conga recommends that you select Install for All Users.
If you choose Install for Specific Profiles instead, you must define the access level for all profiles. Select 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, or modify all for all Approvals package objects.
- Apply other access levels to assign users' permissions to read, create, edit, delete, view all, or modify all for specific Approvals package objects.
  
  If permission is not enabled for a profile, you can apply Conga-provided permission sets such as the Conga Approvals Admin and Conga Approvals User to enhance the user profile's the access levels. 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.
Click Set.
Click Upgrade.

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