This section covers all the required upgrade tasks for upgrading Approvals to the latest version from the previous two releases.

If you do not have Approvals installed, you can contact Conga Support to request an installation link, then perform the standard installation as described in Installing Conga Approvals.

The Conga Push Upgrade 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 Push Upgrade.

Preparing for Upgrade

Before you upgrade to Approvals Summer 2021, you must ensure the following:

  • You go through Approvals Feature By Release to know about the new features, enhancements, and deprecated features in Intelligent Workflow Approvals since your existing release. After you upgrade Intelligent Workflow Approvals to Spring 2020, you cannot roll back to any previous release.
  • You have the supported platforms and system requirements
  • You have access to the Install Center on the Conga Community Portal for Approvals managed package and dependent packages.
  • You must have administrator privileges to your Salesforce org.
  • You need not back up your configurations. All configurations you performed since you installed your existing release will remain intact after the upgrade.

Upgrading to Approvals Summer '21

This section describes step-by-step instructions to upgrade from Spring '21 and Winter '20 to Summer '21.

Upgrading Approvals Spring '21 to Summer '21

  1. Go to Setup > Installed Packages and ensure that your Salesforce org has the following Spring '21 packages already installed.

    OrderProduct

    Version Name | Version Number

    1Conga Approvals 12.0.0221 | 12.221
    2

    Conga Grid

    (Required to use Approval Center)

    2.101 | 2.101
    3

    Conga Approvals Center

    (Required to use Approval Center)

    12.3 | 12.3
    4

    Conga CPQ Approvals 

    (Required if you are using CPQ)

    12.0.0020 | 12.20
    5

    Conga Base Library

    (Pre-requisite for Conga CLM)

    2.0.150 | 2.150
    6

    Conga Contract Lifecycle Management

    12.0.0605 | 12.605
    7

    Conga Quote Management 

    (Required if you are using CPQ Approvals)

    11.0.0242 | 11.242
    8

    Conga Configuration & Pricing 

    (Required if you are using CPQ Approvals)

    13.0.1882 | 13.1882

    9

    Conga Quote Configuration Integration 

    (Required if you are using CPQ and Proposal management)

    13.0.0354 | 13.354

    10

    Conga CLM Configuration Integration 

    (Required if you are using CLM)

    13.0.0154 | 13.154

    11

    Conga Quote Approvals

    (Required if you are using Proposal Management)

    6.5.0004 | 6.4
    12

    Apttus Custom Approvals Management

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

    1.0
  2. Ensure that you have the following packages and dependent packages to upgrade to Summer '21. These packages are required to utilize the new features and enhancements of Summer '21.

    OrderProduct

    Version Name | Version Number

    1Conga Approvals 12.1.0256 | 12.256
    2

    Conga Grid

    (Required to use Approval Center)

    2.101 | 2.101
    3

    Conga Approvals Center

    (Required to use Approval Center)

    12.5.0 | 12.5
    4

    Conga CPQ Approvals 

    (Required if you are using CPQ)

    12.1.0024 | 12.24
    5

    Conga Base Library

    (Pre-requisite for Conga CLM)

    2.1.203 | 2.203
    6

    Conga Contract Lifecycle Management

    12.1.0630 | 12.630
    7

    Conga Quote Management 

    (Required if you are using CPQ Approvals)

    11.1.0249 | 11.249
    8

    Conga Configuration & Pricing 

    (Required if you are using CPQ Approvals)

    13.1.1921 | 13.1921

    9

    Conga Quote Configuration Integration 

    (Required if you are using CPQ and Proposal management)

    13.1.0362 | 13.362

    10

    Conga CLM Configuration Integration 

    (Required if you are using CLM)

    13.1.0157 | 13.157

    11

    Conga Quote Approvals

    (Required if you are using Proposal Management)

    6.5.0005 | 6.5
    12

    Apttus Custom Approvals Management

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

    1.0


  3. Perform the upgrade. The upgrade procedure is the same as the installation procedure. Install the required managed package in the same order as mentioned in the table below. For detailed information on installing managed packages, see Installing Conga Approvals
  4. Update the app name and app logo to reflect the latest Conga branding. For more information, refer to Updating App Name and App Logo.
  5. After the upgrade is complete, perform the post-upgrade tasks.

Upgrading Approvals Winter '20 to Summer '21

  1. Go to Setup > Installed Packages and ensure that your Salesforce org has the following Winter '20 packages already installed.

    OrderProduct

    Version Name | Version Number

    1Conga Approvals 11.2.0190 | 11.190
    2

    Conga Grid

    (Required to use Approval Center)

    2.101 | 2.101
    3

    Conga Approvals Center

    (Required to use Approval Center)

    11.3.0 | 11.3
    4

    Conga CPQ Approvals 

    (Required if you are using CPQ)

    11.2.0019 | 11.19
    5

    Conga Base Library

    (Pre-requisite for Apttus Contract Management)

    1.2.123 | 1.123
    6

    Conga Contract Lifecycle Management

    11.2.0582 | 11.582
    7

    Conga Quote Management 

    (Required if you are using CPQ Approvals)

    10.2.0227 | 10.227
    8

    Conga Configuration & Pricing 

    (Required if you are using CPQ Approvals)

    12.2.1839 | 12.1839
    9

    Conga Quote Configuration Integration 

    (Required if you are using CPQ and Proposal management)

    12.2.0344 | 12.344
    10

    Conga CLM Configuration Integration 

    (Required if you are using CLM)

    12.2.0146 | 12.146
    11

    Conga Quote Approvals

    (Required if you are using Proposal Management)

    6.5.0004 | 6.4
    12

    Apttus Custom Approvals Management

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

    1.0
  2. Ensure that you have the following packages and dependent packages to upgrade to Summer '21. These packages are required to utilize the new features and enhancements of Summer '21.

    OrderProduct

    Version Name | Version Number

    1Conga Approvals 12.1.0256 | 12.256
    2

    Conga Grid

    (Required to use Approval Center)

    2.101 | 2.101
    3

    Conga Approvals Center

    (Required to use Approval Center)

    12.5.0 | 12.5
    4

    Conga CPQ Approvals 

    (Required if you are using CPQ)

    12.1.0024 | 12.24
    5

    Conga Base Library

    (Pre-requisite for Conga CLM)

    2.1.203 | 2.203
    6

    Conga Contract Lifecycle Management

    12.1.0630 | 12.630
    7

    Conga Quote Management 

    (Required if you are using CPQ Approvals)

    11.1.0249 | 11.249
    8

    Conga Configuration & Pricing 

    (Required if you are using CPQ Approvals)

    13.1.1921 | 13.1921

    9

    Conga Quote Configuration Integration 

    (Required if you are using CPQ and Proposal management)

    13.1.0362 | 13.362

    10

    Conga CLM Configuration Integration 

    (Required if you are using CLM)

    13.1.0157 | 13.157

    11

    Conga Quote Approvals

    (Required if you are using Proposal Management)

    6.5.0005 | 6.5
    12

    Apttus Custom Approvals Management

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

    1.0
  3. Perform the upgrade. The upgrade procedure is the same as the installation procedure. Install the required managed package in the same order as mentioned in the table below. For detailed information on installing managed packages, see Installing Conga Approvals.
  4. Update the app name and app logo to reflect the latest Conga branding. For more information, refer to Updating App Name and App Logo.
  5. After the upgrade is complete, perform the post-upgrade tasks.

Performing the Post Upgrade Tasks

After upgrading the Intelligent Workflow Approvals package and dependent packages, you must ensure the following:

  • All custom settings are correct as described in Approval System Properties and Approvals Custom Config Settings.
  • All upgrade scenarios must work the same way as the previous release.
    • Callbacks: Call back class must not change.

    • Metadata changes: Validate all pick-list type fields.

    • Layout changes: Validate layout changes.

    • RemoteAPIcalls: All API calls must be functional.

  • All approval process data must work after upgrade including submit/approve/reject flows.

The upgrade procedure above is tested against a basic setup and not custom code or trigger.