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Upgrading Conga Billing
This section provides information on upgrading Conga Billing to the latest version from the previous release.
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 June '23 release, you must ensure the following:
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 upgrade program, see Registering for Conga Upgrade Program.
- You go through Billing Management Features by Release to know about the new features, enhancements, and deprecated features in Billing Management since your existing release. After you upgrade Conga Billing to October '23 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 October '23 Release
This section describes step-by-step instructions to upgrade from June '23 to October '23 release and from February '23 to October '23 release.
Upgrading Conga Billing from June '23 to October '23 Release
Go to Setup > Installed Packages and ensure that your current Salesforce org has the packages of Billing June '23 release or later, which are the minimum required versions for upgrading to October '23 release. Refer to the latest June '23 release or respective patch Release Notes.
Ensure that you have the following packages and dependent packages to upgrade to October '23 release. These packages must utilize the new features and enhancements of the October '23 release.
Product Latest Certified Version
Name
Number Conga Base Library (New) 4.2.249 4.249 Conga Billing (New) 9.2.377
9.377 Conga CLM Configuration Integration (New) 15.2.0185 15.185 Conga Configuration & Pricing (New) 15.2.2103 15.2103 Conga Contract Lifecycle Management (New) 14.2.723
14.723 Conga CPQ API (New) 15.2.0134 15.134 Conga Quote Asset Integration 6.5.0015 6.15 Conga Quote CLM Integration (New) 12.1.0085 12.85 Conga Quote Configuration Integration (New) 15.2.0405 15.405 Conga Quote Management (New) 13.2.0267 13.267 - 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 vWinter-20.
- After the upgrade is complete, perform the Post-Installation Configurations vJune-23.
Upgrading Conga Billing from February '23 to October '23 Release
Go to Setup > Installed Packages and ensure that your current Salesforce org has the packages of Billing February '23 release or later, which are the minimum required versions for upgrading to the October '23 release. Refer to the latest February '23 release or respective patch Release Notes.
Ensure that you have the following packages and dependent packages to upgrade to October '23 release. These packages must utilize the new features and enhancements of the October '23 release.
Product Latest Certified Version
Name
Number Conga Base Library (New) 4.2.249 4.249 Conga Billing (New) 9.2.377
9.377 Conga CLM Configuration Integration (New) 15.2.0185 15.185 Conga Configuration & Pricing (New) 15.2.2103 15.2103 Conga Contract Lifecycle Management (New) 14.2.723
14.723 Conga CPQ API (New) 15.2.0134 15.134 Conga Quote Asset Integration 6.5.0015 6.15 Conga Quote CLM Integration (New) 12.1.0085 12.85 Conga Quote Configuration Integration (New) 15.2.0405 15.405 Conga Quote Management (New) 13.2.0267 13.267 - 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 vWinter-20.
- After the upgrade is complete, perform the Post-Installation Configurations vJune-23.
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:
- Click Edit next to the button.
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.- Click Save.
- Under Custom Fields & Relationships search for the Billing End Date field:
- Click Edit next to the button.
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.- Click Save.