Upgrading Conga Billing

This section provides information on upgrading Conga Billing to the latest version from the previous release.

Note:

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

Preparing for Upgrade

Before you upgrade to Conga Billing October '24 release, you must ensure the following:

Tip:

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 the upgrade program, see Registering for Conga Upgrade Program.

You go through Billing Management Features by Release to learn about the new features, enhancements, and deprecated features in Billing Management since your existing release. After you upgrade Conga Billing to the October '24 release, 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.
You 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 Billing February '25 Release

This section describes step-by-step instructions to upgrade from October '24 to February '25 release and from June '24 to February '25 release.

Upgrading Conga Billing from October '24 to February '25 Release

Go to Setup > Installed Packages and ensure that your current Salesforce org has the packages of Billing October '24 release or later, which are the minimum required versions for upgrading to the February '25 release. Refer to the latest October '24 release or respective patch Release Notes.

Ensure that you have the following packages and dependent packages to upgrade to the February '25 release. These packages must utilize the new features and enhancements of the February '25 release.


Package	Latest Certified Version
Package	Name	Number
Conga Base Library (New)	6.0.271	6.271
Conga Quote Configuration Integration (New)	17.0.417	17.417
Conga Configuration & Pricing (New)	17.0.2154	17.2154
Conga CPQ API	16.0.0136.1	16.136.1
Conga Quote Asset Integration	6.5.0015	6.15
Conga Quote Management (New)	15.0.270	15.27
Conga Contract Lifecycle Management (New)	16.0.783	16.783
Conga CLM Configuration Integration (New)	17.0.194	17.194
Conga Quote CLM Integration	13.1.0086	13.86
Conga Billing (New)	11.0.417	11.417
Conga Order Management	1.0.0000	1

Perform the upgrade. The upgrade procedure is the same as the installation procedure. For detailed information on installing Conga Billing managed packages, see Installing Conga Billing.
Update the app name and app logo to reflect the latest Conga branding. For more information, refer to Updating App Name and App Logo.
After the upgrade is complete, perform the Post-Installation Configurations.

Upgrading Conga Billing from June '24 to February '25 Release

Go to Setup > Installed Packages and ensure that your current Salesforce org has the packages of Billing June '24 release or later, which are the minimum required versions for upgrading to the February '25 release. Refer to the latest June '24 release or respective patch Release Notes.

Ensure that you have the following packages and dependent packages to upgrade to the February '25 release. These packages must utilize the new features and enhancements of the February '25 release.


Package	Latest Certified Version
Package	Name	Number
Conga Base Library (New)	6.0.271	6.271
Conga Quote Configuration Integration (New)	17.0.417	17.417
Conga Configuration & Pricing (New)	17.0.2154	17.2154
Conga CPQ API	16.0.0136.1	16.136.1
Conga Quote Asset Integration	6.5.0015	6.15
Conga Quote Management (New)	15.0.270	15.27
Conga Contract Lifecycle Management (New)	16.0.783	16.783
Conga CLM Configuration Integration (New)	17.0.194	17.194
Conga Quote CLM Integration	13.1.0086	13.86
Conga Billing (New)	11.0.417	11.417
Conga Order Management	1.0.0000	1

Perform the upgrade. The upgrade procedure is the same as the installation procedure. For detailed information on installing Conga Billing managed packages, see Installing Conga Billing.
Update the app name and app logo to reflect the latest Conga branding. For more information, refer to Updating App Name and App Logo.
After the upgrade is complete, perform the Post-Installation Configurations.

Updating the Help Text of Billing Start Date and Billing End Date Fields

If you are upgrading the Conga Billing package, you must update the Billing Start Date and Billing End Date fields on the Billing Plan object.

Go to Setup > Create > Objects > Billing Plan object.
Under Custom Fields & Relationships search for the Billing Start Date field:
1. Click Edit next to the button.
2. Update the Help Text field description as follows:
  
  Determines the From date when the billing should commence. If not populated by the user on the Define Billing Plan page, the engine will auto-populate it for the first line on the billing plan based on criteria. Users can attempt to overwrite the date. Also, it considers the number of days in the Payment Term and helps to validate the Ready for Invoice Date populated by the user for the current installment.
3. Click Save.
Under Custom Fields & Relationships search for the Billing End Date field:
1. Click Edit next to the button.
2. Update the Help Text field description as follows:
  
  Determines the To date when billing should end. If not populated by the user on the Define Billing Plan page, the engine will auto-populate this field for the last line on the billing plan based on criteria. Users can attempt to overwrite the date. Also, it helps to validate if the Ready for Invoice Date for the next installment is clashing with the current installment or not.
3. Click Save.

Updating App Name and App Logo

After you upgrade to the Winter '20 version of Conga Billing, you need to upgrade the app name and app logo to reflect the latest Conga branding.

For Salesforce Classic:

Navigate to Setup > Build > Apps.
Click Edit next to Conga Billing Management.
Update the App Label to Conga Billing Management.
Click Insert an Image.
Select Conga Documents from File Location drop-down menu.
Select Conga Logo. Click Save.
Repeat steps 2-6 for Conga Billing Setup.

For Salesforce Lightning:

Navigate to Setup > Apps > App Manager.
Click Edit next to Conga Billing Management.
Update the App Label to Conga Billing Management.
Click Insert an Image.
Select Conga Documents from File Location drop-down menu.
Select Conga Logo. Click Save.
Repeat steps 2-6 for Conga Billing Setup.

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