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Upgrading Conga CLM
This section provides information on upgrading Conga CLM to the latest version from the previous two releases.
Regardless of your current Conga CLM version, you can upgrade to the latest version. If you have not installed Conga CLM, you can contact Support to request an installation link, then perform the standard installation as described in Installing Conga CLM.
The Conga Push Upgrade 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 Push Upgrade.
Preparing for Upgrade
Before you upgrade to Conga CLM June '23, you must ensure the following:
- You go through Conga CLM on Salesforce Feature by Release to know about the new features, enhancements, and deprecated features in Conga CLM since your existing release. After you upgrade Conga CLM to June '23, you cannot roll back to any previous release.
- You have System Requirements and Supported Platforms.
- You have access to the Install Center on the Community Portal.
- You have administrator privileges to your Salesforce org.
- It is recommended that you back up all your configurations.
Upgrading to Conga CLM June '23
This section describes step-by-step instructions to upgrade from September '22 and February '23to June '23.
Upgrading Conga CLM from February '23 to June '23
Go to Setup > Installed Packages and ensure that your current Salesforce org has the following February '23 packages installed. Also, ensure that you have the following packages and dependent packages to upgrade to June '23. These packages are required to utilize the new features and enhancements of June '23.
Order Product February '23
Upgrade Version (Name | Number)
June '23
Upgrade Version (Name | Number)
1 Conga Base Library 4.0.243 | 4.243 4.1.245 | 4.245 2 Conga Contract Lifecycle Management 14.0.696 | 14.696 14.1.709 | 14.709 3 Conga Content Integration 8.1.0020 | 8.20 8.1.0020 | 8.20 Upgrade the following packages if you use DocuSign: 4 Conga DocuSign API 8.1.142 | 8.142.2 8.1.142 | 8.142.2 5 Conga Contract DocuSign Integration 5.1.50 | 5.5 5.1.50 | 5.5 Upgrade the following packages if you use Adobe Sign: 4 Adobe Sign 24.2 | 24.2 24.2 | 24.2 5 Conga Contract EchoSign Integration 10.1.73 | 10.73 10.1.73 | 10.73 6 CongaSign CLM Integration 1.2.6 | 1.6 1.2.6 | 1.6 - Perform the upgrade. The upgrade procedure is the same as the installation procedure. For detailed information on installing Conga CLM managed packages, see Installing Conga CLM.
Upgrading Conga CLM from September '22 to June '23
Go to Setup > Installed Packages and ensure that your current Salesforce org has the following September '22 packages installed. Also, ensure that you have the following packages and dependent packages to upgrade to June '23. These packages are required to utilize the new features and enhancements of June '23.
Order Product September '22
Upgrade Version (Name | Number)
June '23
Upgrade Version (Name | Number)
1 Conga Base Library 3.1.238 | 3.238 4.1.245 | 4.245 2 Conga Contract Lifecycle Management 13.1.683 | 13.683 14.1.709 | 14.709 3 Conga Content Integration 8.1.0020 | 8.20 8.1.0020 | 8.20 Upgrade the following packages if you use DocuSign: 4 Conga DocuSign API 8.1.142 | 8.142.2 8.1.142 | 8.142.2 5 Conga Contract DocuSign Integration 5.1.50 | 5.5 5.1.50 | 5.5 Upgrade the following packages if you use Adobe Sign: 4 Adobe Sign 24.2 | 24.2 24.2 | 24.2 5 Conga Contract EchoSign Integration 10.1.73 | 10.73 10.1.73 | 10.73 6 CongaSign CLM Integration 1.2.6 | 1.6 1.2.6 | 1.6 - Perform the upgrade. The upgrade procedure is the same as the installation procedure. For detailed information on installing Conga CLM managed packages, see Installing Conga CLM.