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Download page Upgrading to CPQ October '23 Release.
Upgrading to CPQ October '23 Release
This section describes step-by-step instructions to upgrade from February '23 and June '23 to October '23 Release.
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 upgrade program, see Registering for Conga Upgrade Program.
Upgrading CPQ from June '23 to October '23 Release
Go to Setup > Installed Packages and ensure that your current Salesforce org has the packages of CPQ June '23 release or later, which are the minimum required versions for upgrading to the October '23 release. Refer to the latest June '23 release or respective patch Release Notes.
Ensure that you have the following packages and dependent packages to upgrade to the October '23 release. These packages are required to utilize the new features and enhancements of the October '23 release. These are the minimum required versions; later versions are also supported.
Package Latest Certified Version Name
Latest Certified Version Number Conga Approvals (New)
(Required if you are using Approvals)14.2.379 14.379
Conga Base Library (New)
(Required if you are using Conga Configuration & Pricing)
4.2.249
4.249 Conga Billing (New)
(Required if you are using Conga Billing)
9.2.377 9.377 Conga CLM Configuration Integration (New)
(Required if you are using CLM)15.2.0185 15.185 Conga Configuration & Pricing (New) 15.2.2106
15.2106 Conga Contract Lifecycle Management (New) 14.2.723 14.723 Conga CPQ Api (New) 15.2.0134 15.134 Conga CPQ Approvals
(Required if you are using Approvals on CPQ objects)13.2.25 13.25 Conga CPQ Maximizer (New) 9.2.0030 9.30 Conga CPQ Setup (New)
(Required if you are using CPQ Admin Console)15.2.141 15.141 Conga Deal Maximizer Setup
(Required if you are using Deal Maximizer)8.0.0053 8.53 Conga Deal Maximizer 7.0.0007 7.7 Conga DocuSign Api 8.1.142 8.142.7 Conga Order Management 1.0.0000 1.0 Conga Promotions
(Required if you are using Promotions)1.0.0000 1.0 Conga Quote Approvals 7.1.10 7.10 Conga Quote Asset Integration 6.5.0015 6.15 Conga Quote CLM Integration
12.1.0084 12.84 Conga Quote Configuration Integration
(Required if you are using CPQ and Proposal Management)15.1.0400 15.400 Conga Quote DocuSign Integration 4.1.23 4.23 Conga Quote Echosign Integration
(You must install the latest Adobe Sign package to use this package)
3.1.17 3.17 Conga Quote Management
(Required if you are using Proposal Management)13.1.0266 13.266 Perform the upgrade. The upgrade procedure is the same as the installation procedure. For detailed information on installing CPQ managed packages, see Installing CPQ Packages.
After the upgrade is complete, perform the post-upgrade tasks. For more information, see Performing the Post-Upgrade Tasks.
Upgrading CPQ from February '23 to October '23 Release
Go to Setup > Installed Packages and ensure that your current Salesforce org has the packages of CPQ February '23 release or later, which are the minimum required versions for upgrading to October '23 release. Refer to the latest February '23 release or respective patch Release Notes.
Ensure that you have the following packages and dependent packages to upgrade to the October '23 release. These packages are required to utilize the new features and enhancements of the October '23 release. These are the minimum required versions; later versions are also supported.
Package Latest Certified Version Name
Latest Certified Version Number Conga Approvals (New)
(Required if you are using Approvals)14.2.379 14.379
Conga Base Library (New)
(Required if you are using Conga Configuration & Pricing)
4.2.249
4.249 Conga Billing (New)
(Required if you are using Conga Billing)
9.2.377 9.377 Conga CLM Configuration Integration (New)
(Required if you are using CLM)15.2.0185 15.185 Conga Configuration & Pricing (New) 15.2.2106
15.2106 Conga Contract Lifecycle Management (New) 14.2.723 14.723 Conga CPQ Api (New) 15.2.0134 15.134 Conga CPQ Approvals
(Required if you are using Approvals on CPQ objects)13.2.25 13.25 Conga CPQ Maximizer (New) 9.2.0030 9.30 Conga CPQ Setup (New)
(Required if you are using CPQ Admin Console)15.2.141 15.141 Conga Deal Maximizer Setup
(Required if you are using Deal Maximizer)8.0.0053 8.53 Conga Deal Maximizer 7.0.0007 7.7 Conga DocuSign Api 8.1.142 8.142.7 Conga Order Management 1.0.0000 1.0 Conga Promotions
(Required if you are using Promotions)1.0.0000 1.0 Conga Quote Approvals 7.1.10 7.10 Conga Quote Asset Integration 6.5.0015 6.15 Conga Quote CLM Integration
12.1.0084 12.84 Conga Quote Configuration Integration
(Required if you are using CPQ and Proposal Management)15.1.0400 15.400 Conga Quote DocuSign Integration 4.1.23 4.23 Conga Quote Echosign Integration
(You must install the latest Adobe Sign package to use this package)
3.1.17 3.17 Conga Quote Management
(Required if you are using Proposal Management)13.1.0266 13.266 Perform the upgrade. The upgrade procedure is the same as the installation procedure. For detailed information on installing CPQ managed packages, see Installing CPQ Packages.
After the upgrade is complete, perform the post-upgrade tasks. For more information, see Performing the Post-Upgrade Tasks.