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.

Preparing for Upgrade

Before you upgrade to Approvals September '22, you must ensure the following:

  • You go through Approvals Feature By Release to know about the new features, enhancements, and deprecated features in Approvals since your existing release. After you upgrade Approvals to September '22 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 September '22

This section describes step-by-step instructions to upgrade from December '21 and May '22 to September '22.

Upgrading Approvals May '22 to September '22

  1. Go to Setup > Installed Packages and ensure that your Salesforce org has the following May '22 packages already installed.

    OrderProduct

    Version Name | Version Number

    1Conga Approvals 13.0.0300.1 | 13.300.1
    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)

    		3.0.232 | 3.232
    6

    Conga Contract Lifecycle Management

    		13.0.669 | 13.669
    7

    Conga Quote Management 

    (Required if you are using CPQ Approvals)

    		12.0.0256 | 12.256
    8

    Conga Configuration & Pricing 

    (Required if you are using CPQ Approvals)

    14.0.1995 | 14.1995

    9

    Conga Quote Configuration Integration 

    (Required if you are using CPQ and Proposal management)

    14.0.0391 | 14.391

    10

    Conga CLM Configuration Integration 

    (Required if you are using CLM)

    14.0.0173 | 14.173

    11

    Conga Quote Approvals

    (Required if you are using Proposal Management)

    		6.5.0005 | 6.5
    12

    Conga 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 September '22. These packages are required to utilize the new features and enhancements of September '22.

    OrderProduct

    Version Name | Version Number

    1Conga Approvals 13.1.0336 | 13.336
    2

    Conga Grid

    (Required to use Approval Center)

    		2.101 | 2.101
    3

    Conga Approvals Center

    (Required to use Approval Center)

    		13.1.0 | 13.1.0
    4

    Conga CPQ Approvals 

    (Required if you are using CPQ)

    		12.1.0024 | 12.24
    5

    Conga Base Library

    (Pre-requisite for Conga CLM)

    		3.1.237 | 3.237
    6

    Conga Contract Lifecycle Management

    		13.1.683 | 13.683
    7

    Conga Quote Management 

    (Required if you are using CPQ Approvals)

    		12.0.0260 | 12.260
    8

    Conga Configuration & Pricing 

    (Required if you are using CPQ Approvals)

    		14.1.2020 | 14.2020
    9

    Conga Quote Configuration Integration 

    (Required if you are using CPQ and Proposal management)

    		14.1.0394 | 14.394
    10

    Conga CLM Configuration Integration 

    (Required if you are using CLM)

    14.1.0176 | 14.176

    11

    Conga Quote Approvals

    (Required if you are using Proposal Management)

    		6.5.0005 | 6.5
    12

    Conga Custom Approvals Management

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

    		1.0 | 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 December '21 to September '22

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

    OrderProduct

    Version Name | Version Number

    1Conga Approvals 12.2.0286.5 | 12.286.5
    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 Contract Management)

    		2.2.224 | 2.224
    6

    Conga Contract Lifecycle Management

    		12.2.0654 | 12.654
    7

    Conga Quote Management 

    (Required if you are using CPQ Approvals)

    		11.2.0255 | 11.255
    8

    Conga Configuration & Pricing 

    (Required if you are using CPQ Approvals)

    13.2.1969 | 13.1969

    9

    Conga Quote Configuration Integration 

    (Required if you are using CPQ and Proposal management)

    13.2.0378 | 13.378

    10

    Conga CLM Configuration Integration 

    (Required if you are using CLM)

    13.2.0167 | 13.167

    11

    Conga Quote Approvals

    (Required if you are using Proposal Management)

    		6.5.0005 | 6.5
    12

    Conga 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 September '22. These packages are required to utilize the new features and enhancements of September '22.

    OrderProduct

    Version Name | Version Number

    1Conga Approvals 13.1.0336 | 13.336
    2

    Conga Grid

    (Required to use Approval Center)

    		2.101 | 2.101
    3

    Conga Approvals Center

    (Required to use Approval Center)

    		13.1.0 | 13.1.0
    4

    Conga CPQ Approvals 

    (Required if you are using CPQ)

    		12.1.0024 | 12.24
    5

    Conga Base Library

    (Pre-requisite for Conga CLM)

    		3.1.237 | 3.237
    6

    Conga Contract Lifecycle Management

    		13.1.683 | 13.683
    7

    Conga Quote Management 

    (Required if you are using CPQ Approvals)

    		12.0.0260 | 12.260
    8

    Conga Configuration & Pricing 

    (Required if you are using CPQ Approvals)

    		14.1.2020 | 14.2020
    9

    Conga Quote Configuration Integration 

    (Required if you are using CPQ and Proposal management)

    		14.1.0394 | 14.394
    10

    Conga CLM Configuration Integration 

    (Required if you are using CLM)

    14.1.0176 | 14.176

    11

    Conga Quote Approvals

    (Required if you are using Proposal Management)

    		6.5.0005 | 6.5
    12

    Conga Custom Approvals Management

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

    		1.0 | 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 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.