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 October '24 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 the upgrade program, see Registering for Conga Upgrade Program.

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 '24 Release

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

Upgrading Conga Billing from June '24 to October '24 Release

  1. 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 October '24 release. Refer to the latest June '24 release or respective patch Release Notes.

  2. Ensure that you have the following packages and dependent packages to upgrade to the October '24 release. These packages must utilize the new features and enhancements of the October '24 release.

    PackageLatest Certified Version
    NameNumber

    Conga Base Library (New)

    5.2.269

    5.269

    Conga Quote Configuration Integration (New)

    16.2.0414

    16.414

    Conga Configuration & Pricing (New)

    16.2.2144

    16.2144

    Conga CPQ API

    16.0.0136.1

    16.136.1

    Conga Quote Asset Integration

    6.5.0015

    6.15

    Conga Quote Management (New)

    14.2.0269

    14.269

    Conga Contract Lifecycle Management (New)

    15.2.770

    15.77

    Conga CLM Configuration Integration (New)

    16.2.0192

    16.192

    Conga Quote CLM Integration  (New)

    13.1.0086

    13.86

    Conga Billing (New)

    10.2.409

    10.409

  3. 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.
  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-Installation Configurations.

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

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

  2. Ensure that you have the following packages and dependent packages to upgrade to the October '24 release. These packages must utilize the new features and enhancements of the October '24 release.

    PackageLatest Certified Version
    NameNumber

    Conga Base Library (New)

    5.2.269

    5.269

    Conga Quote Configuration Integration (New)

    16.2.0414

    16.414

    Conga Configuration & Pricing (New)

    16.2.2144

    16.2144

    Conga CPQ API

    16.0.0136.1

    16.136.1

    Conga Quote Asset Integration

    6.5.0015

    6.15

    Conga Quote Management (New)

    14.2.0269

    14.269

    Conga Contract Lifecycle Management (New)

    15.2.770

    15.77

    Conga CLM Configuration Integration (New)

    16.2.0192

    16.192

    Conga Quote CLM Integration  (New)

    13.1.0086

    13.86

    Conga Billing (New)

    10.2.409

    10.409

  3. 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.
  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-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.

  1. Go to Setup > Create > Objects > Billing Plan object.
  2. 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.
  3. 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.