You can install Conga CLM from the Customer Success Portal.

Beginning in the Spring ’20 release, Conga is adding a User Experience Analysis component that collects product usage data. No action is required on your part and there is no impact to any existing product features, system functionality, or configured workflows. No personally identifiable information (PII), nor any other proprietary, confidential, or sensitive data will be collected. If, during installation, you see an “Approve Third-Party Access” prompt, please click Continue. 

If you use CLM in Salesforce Lightning, you must enable the Enable Files Comply System Property to leverage the Winter '20 features. For more information, see Admin Entries.

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 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.

Install the packages in the following order:

1Conga Base Library Yes

Conga Contract Management 

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

Adobe Sign 

Yes, if you are using Adobe Sign.

Conga Contract EchoSign Integration 

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

Conga DocuSign API 

Yes, if you are using DocuSign.

Conga Contract DocuSign Integration 

Yes, if you are using DocuSign.

To install Conga CLM

You must have login credentials.

  1. Go to the Community Portal and use the credentials to log in to the portal.
  2. Click Install Center and go to the Conga CLM tab and click Get It Now.
  3. Choose Production or Sandbox, and click Get It Now on the AppExchange site.
  4. Click Login to the AppExchange and use your Salesforce credentials to log in.
  5. Select the environment to install the package and follow instructions on the page.
  6. Select I have read and agree to the terms and conditions and click Confirm and Install!. You may be prompted to log in using your Salesforce credentials.
  7. Enter the password provided to you and click Submit. Review the package items being installed. In case of an upgrade, the details of the currently installed version are also displayed.
  8. Click Continue and click Next.
  9. To approve package API access, click Next. These settings control the access components in this package have to standard objects through the API.
  10. Select a security level and click Next.

    If you do not know the security settings, leave it as Grant access to admins only. You can change the security settings later.

  11. To install all the components in the package, click Install.

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