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 Summer '21, 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 Summer '21, 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 Summer '21

This section describes step-by-step instructions to upgrade from Winter '20 and Spring '21 to Summer '21.

Upgrading Conga CLM from Spring '21 to Summer '21

  1. Go to Setup > Installed Packages and ensure that your current Salesforce org has the following Spring '21 packages installed. Also, ensure that you have the following packages and dependent packages to upgrade to Summer '21. These packages are required to utilize the new features and enhancements of Summer '21.

    Order

    Product

    Spring '21

    Upgrade Version (Name | Number)

    Summer '21

    Upgrade Version (Name | Number)

    1Conga Base Library 2.0.150 | 2.150

    2.1.0203 | 2.203 

    2

    Conga Contract Lifecycle Management 

    12.0.0605 | 12.605

    12.1.0630 | 12.630

    3Conga Content Integration7.0.0016 | 7.16

    8.1.0020 | 8.20

    Upgrade the following packages if you use DocuSign:
    4

    Conga DocuSign API 

    7.0.0110 | 7.110

    7.1.0115 | 7.115

    5

    Conga Contract DocuSign Integration

    4.1.0042 | 4.42

    4.1.0046 | 4.46

    Upgrade the following packages if you use Adobe Sign:
    4

    Adobe Sign 

    22.11 | 22.11

    23.8 | 23.8

    5

    Conga Contract EchoSign Integration 

    9.0.0056 | 9.56

    9.1.0066 | 9.66

  2. 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.

Summer '21 Upgrade Impact

Feature/EnhancementIs a behavior change?Is a breaking change?Is post-upgrade configuration required?Details
Default new UI for activationYesNoOptional

In Spring '21, the new Activate was optional. From Summer '21 the new Activate UI appears by default. See Activating an Agreement.

Admin can configure a custom button to use the old activation UI. See Configuring Old Activation UI.

Populating file sizeYesNoOptionalAdmin must run a script to populate the file size in existing agreements. See Populating the File Size Field.
New UI for reviewing documents imported using intelligent discoveryYesNoNoSee Reviewing an Agreement Created by Intelligent Discovery.
New optional UI for send for reviewYesNoOptionalAdmin can configure a custom button to allow users to use the new send for review UI. See Configuring the Send for Review Custom Button and Sending an Agreement Document for Parallel Review.
Migrating Attachments that are greater than 10 MB in size to FilesYesYesOptionalSee Migrating Attachments to Files.
New status in In Authoring status categoryYesNoNoIn Clause Approval status is introduced in In Authoring status category.

Track Activities checkbox

NoYesYes

Ensure that the Track Activities checkbox is selected on the Document Version Detail page or you cannot end parallel review. To enable Track Activities:

  1. Go to Setup > Object Manager > Document Version Detail.
  2. Select Details from the left panel and click Edit.
  3. Select the Allow Activities checkbox and click Save.
    The Track Activities checkbox is displayed as selected on the Document Version Detail page.

Upgrading Conga CLM from Winter '20 to Summer '21

  1. Go to Setup > Installed Packages and ensure that your current Salesforce org has the following Winter 20 packages installed. Also, ensure that you have the following packages and dependent packages to upgrade to Summer '21. These packages are required to utilize the new features and enhancements of Summer '21.

    Order

    Product

    Winter '20

    Current Version (Name | Number)

    Summer '21

    Upgrade Version (Name | Number)

    1Conga Base Library 1.2.123 | 1.1232.1.0203 | 2.203 
    2

    Conga Contract Lifecycle Management 

    11.2.0582 | 11.58212.1.0630 | 12.630
    3Conga Content Integration7.0.0016 | 7.168.1.0020 | 8.20
    Upgrade the following packages if you use DocuSign:
    4

    Conga DocuSign API 

    6.0.0101 | 6.1017.1.0115 | 7.115
    5

    Conga Contract DocuSign Integration

    4.1.0041 | 4.414.1.0046 | 4.46
    Upgrade the following packages if you use Adobe Sign:
    4

    Adobe Sign 

    22.11 | 22.1123.8 | 23.8
    5

    Conga Contract EchoSign Integration 

    8.2.0049 | 8.49

    9.1.0066 | 9.66
  2. 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.

Summer '21 Upgrade Impact

Feature/EnhancementIs a behavior change?Is a breaking change?Is post-upgrade configuration required?Details

New logo and icons that are part of rebranding from Apttus to Conga (Applicable only for new installation)

YesNoNoIf 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. 
Track activity checkbox in the Document Version Detail object must be selectedNoYesYes

Ensure that the Track Activities checkbox is selected on the Document Version Detail page or you cannot end parallel review. To enable Track Activities:

    1. Go to Setup > Object Manager > Document Version Detail.
    2. Select Details from the left panel and click Edit.
    3. Select the Allow Activities checkbox and click Save.
      The Track Activities checkbox is displayed as selected on the Document Version Detail page.

APTS_DefaultEmailContactName admin entry 

NoYesYesThe APTS_DefaultEmailContactName admin entry must be configured for a default contact with a valid email address.
Configuration for Smart SearchYesNoOptional

To use the new agreement search feature for searching large documents, you must execute Database.executeBatch(new Apttus.FileSplitJobProcess(), 1); in the developer console. 

New package introduced for OCC

NoYesOptionalIf you use OCC, new setup data must be created in the OCC access mode object.

New fields in IDE Setting object

YesNoOptional

If you use the intelligent data discovery feature, the following fields in IDESetting__c.object must have valid values.

  • APIURL__c

  • APIToken__c

  • Tenant__c

  • UseNormalization__c

Default new UI for activationYesNoOptional

In Spring '21, the new Activate was optional. From Summer '21 the new Activate UI appears by default. See Activating an Agreement.

Admin can configure a custom button to use the old activation UI. See Configuring Old Activation UI.

Populating file sizeYesNoOptionalAdmin must run a script to populate the file size in existing agreements. See Populating the File Size Field.
New UI for reviewing documents imported using intelligent discoveryYesNoNoSee Reviewing an Agreement Created by Intelligent Discovery.
New optional UI for send for reviewYesNoOptionalAdmin can configure a custom button to allow users to use the new send for review UI. See Configuring the Send for Review Custom Button and Sending an Agreement Document for Parallel Review.
Migrating Attachments that are greater than 10 MB in size to FilesYesYesOptionalSee Migrating Attachments to Files.
New status in In Authoring status categoryYesNoNoIn Clause Approval status is introduced in In Authoring status category.

Track Activities checkbox

NoYesYes

Ensure that the Track Activities checkbox is selected on the Document Version Detail page or you cannot end parallel review. To enable Track Activities:

  1. Go to Setup > Object Manager > Document Version Detail.
  2. Select Details from the left panel and click Edit.
  3. Select the Allow Activities checkbox and click Save.
    The Track Activities checkbox is displayed as selected on the Document Version Detail page.