You must install Conga Billing package and other associated packages to implement Conga Billing. Salesforce provides a simple wizard-led installation process for these packages.
Caution
Conga recommends downloading and upgrading Conga packages into a sandbox before provisioning into a production environment. Please contact CongaSupport before installing if you need assistance.
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 can check out the Release Notes to get the information on latest package versions. Install the packages in the following order:
Order
Package
Install Center tab to Access the package
1
Conga Base Library
CPQ
2
Conga Contract Lifecycle Management
Contract Management
3
Conga Quote Management
CPQ
4
Conga Configuration & Pricing
CPQ
5
Conga Quote Configuration Integration
Integrations
6
Conga CPQ API
CPQ
7
Conga Quote Asset Integration
CPQ
8
Conga Billing
Billing
Note
You must have Conga provided login credentials to access the Conga Community Portal and download packages.
Under My Packages, select Billing and click Details. A Conga Billing pop-up opens, showing the Version dropdown and the environments to choose from.
Select an environment where you want to install the package: Install In Production OR Install In Sandbox.
You can select the desired version of the Billing package from the Version dropdown.
You will be redirected to the Salesforce AppExchange, where you will use your Salesforce credentials to access the Conga-managed package.
Agree to the terms and conditions and click Confirm and Install. You may have to log in to Salesforce again with your credentials.
On the Upgrade page, enter the Conga-provided password.
Select the security level. If you know the required settings, select the third option; otherwise, it is recommended that you choose the second option and refine the security settings as required later on:
Grant access to admins only
Grant access to all users
Select security settings
Click Next and then click Install/Upgrade.
To use Lightning Experience in your Salesforce org, you must enable My Domain in your organization. To know how to enable My Domain in your org, refer to the Salesforce Help page My Domain.
After you complete installing this package, you must customize your settings before you can start creating invoices.
