You can install Conga CLM from the Customer Success Portal.

If you are installing CLM for the first time, you can see the new logo and icons that are part of rebranding from Apttus to Conga.

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 push upgrade, see Registering for Conga Upgrade Program.

Install the packages in the following order:

OrderPackageRequired?
1Conga Base Library Yes
2

Conga Contract Management 

Yes
3Conga Content Integration Yes
Install the following packages if you use Adobe Sign:
4

Adobe Sign 

Yes, if you are using Adobe Sign.
5

Conga Contract EchoSign Integration 

Yes, if you are using Adobe Sign.
Install the following packages if you use DocuSign:
4

Conga DocuSign API 

Yes, if you are using DocuSign.
5

Conga Contract DocuSign Integration 

Yes, if you are using DocuSign.

Install the following package if you sync data between Salesforce and Conga Platform

6

Conga For Salesforce

Yes, if you sync data between platforms

To install Conga CLM packages

You must have login credentials.

  1. Go to the Resources > Install Center tab on the Community Portal.
  2. In My Packages navigation window, you can see Conga Contract Lifecycle Management. Click the Details link to access the VERSION drop-down and select the version that you want to install.
  3. Click Install Version.
  4. Select the environment in which you want to install the packages.
    • Click Install in Production to install the packages in your production org.
    • Click Install in Sandbox to install the packages in your sandbox org.

  5. In the Salesforce login screen, enter your login credentials and click Log In.

  6. Enter the Password provided.

  7. Select the profile for which you want to install the package. You are recommended to select Install for All Users.

  8. To Install for Specific Profiles, you must define the access level for all profiles. Select from one of the following options.

    • No Access - This is the default setting. Apply this access level to disable all object permissions.

    • Full Access - Apply this access level to assign users permissions to Read, Create, Edit, Delete, View All, and Modify All for all objects.

  9. Click Set. 
  10. Click Install. 

A message is displayed indicating the installation is underway. Once installed, repeat this procedure for each of the packages.

While installing a Conga package, if you see an “Approve Third-Party Access” prompt, select the Yes, grant access to these third-party web sites check box and click Continue.

Conga CLM is successfully installed in your selected environment. Complete the post-installation settings.