This section covers all required tasks for upgrading Approvals to the latest version from the previous two releases.
If you have not installed Approvals, contact Conga Support to request an installation link; then perform the standard installation described in Installing Conga Approvals.
Preparing for Upgrade
Prequisites
You have reviewed Approvals Features by Releaseto learn about the new features, enhancements, and deprecated features in Approvals since your installed release. After upgrading, you cannot roll back to a previous release.
You have access to the Install Center on theConga 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.
Upgrading Approvals
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
These workflow rules are replaced by Salesforce Flow rules of the same names. These flows are automatically installed on an installation or upgrade and default to active status.
Upgrading
Go to Setup > Installed Packages and check that the following packages are installed in your Salesforce org.
Order
Product
Required for
1
Conga Approvals
2
Conga Grid
Approval Center
3
Conga Approvals Center
Approval Center
4
Conga CPQ Approvals
CPQ
5
Conga Base Library
Conga CLM
6
Conga Contract Lifecycle Management
CPQ Approvals
7
Conga Quote Management
CPQ Approvals
8
Conga Configuration & Pricing
CPQ Approvals
9
Conga Quote Configuration Integration
CPQ and Proposal management
10
Conga CLM Configuration Integration
CLM
11
Conga Quote Approvals
Proposal Management
12
Conga Custom Approvals Management
Conga Objects or other Salesforce standard/custom objects
For each of the above packages and dependencies, check the latest release notes for the minimum required package version to support the upgrade. Install the latest linked version of each package in order.