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. 

Preparing for Upgrade

Before you upgrade to Conga CLM Winter 2020, 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 Winter 2020, 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 Winter 2020

This section describes step-by-step instructions to upgrade from Winter 2019 and Spring 2020 to Winter 2020.

Upgrading Conga CLM from Spring 2020 to Winter 2020

  1. Go to Setup > Installed Packages and ensure that your current Salesforce org has the following Spring 2020 packages installed. Also, ensure that you have the following packages and dependent packages to upgrade to Winter 2020. These packages are required to utilize the new features and enhancements of Winter 2020.

    Order

    Product

    Spring 2020

    Current Version (Name | Number)

    Winter 2020

    Upgrade Version (Name | Number)

    1Conga Base Library 1.0.38 | 1.381.2.123 | 1.123
    2

    Conga Contract Lifecycle Management 

    		11.0.0518 | 11.51811.2.0582 | 11.582
    3Conga Content Integration6.3.0012 | 6.127.0.0016 | 7.16
    Upgrade the following packages if you use DocuSign:
    4

    Conga DocuSign API 

    		6.0.0092 | 6.926.0.0101 | 6.101
    5

    Conga Contract DocuSign Integration

    		3.2.0038 | 3.384.1.0041 | 4.41
    Upgrade the following packages if you use Adobe Sign:
    4

    Adobe Sign 

    		21 | 21.522.11 | 22.11
    5

    Conga Contract EchoSign Integration 

    8.0.0034 | 8.34

    		8.2.0049 | 8.49
  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.

Post-Upgrade Task

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.

Upgrading Conga CLM from Summer 2020 to Winter 2020

  1. Go to Setup > Installed Packages and ensure that your current Salesforce org has the following Summer 2020 packages installed. Also, ensure that you have the following packages and dependent packages to upgrade to Winter 2020. These packages are required to utilize the new features and enhancements of Winter 2020.

    Order

    Product

    Summer 2020

    Upgrade Version (Name | Number)

    Winter 2020

    Current Version (Name | Number)

    1Conga Base Library 
    1.1.93 | 1.93
    		1.2.123 | 1.123
    2

    Conga Contract Lifecycle Management 

    11.1.0547 | 11.547

    		11.2.0582 | 11.582
    3Conga Content Integration6.3.0012 | 6.127.0.0016 | 7.16
    Upgrade the following packages if you use DocuSign:
    4

    Conga DocuSign API 

    6.0.0093 | 6.93

    		6.0.0101 | 6.101
    5

    Conga Contract DocuSign Integration

    4.1.0040 | 4.40

    		4.1.0041 | 4.41
    Upgrade the following packages if you use Adobe Sign:
    4

    Adobe Sign 

    		22.11 | 22.1122.11 | 22.11
    5

    Conga Contract EchoSign Integration 

    8.44 | 8.1.0044

    		8.2.0049 | 8.49
  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.

Post-Upgrade Task

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.