The Conga CPQ (RLS) package is required to integrate and synchronize your CPQ data with the Conga Platform.
Prerequisites
Conga Community portal credentials
Installation key
Contact the Conga support team for the installation key.
You must verify that the onboarded Salesforce org has all the dependency packages.
To view the installed packages on your Salesforce org
Login to your Salesforce org.
Go to Setup > in the Quick Find box, enter Installed Packages and select it. A list of installed packages is displayed.
Verify the version number against the packages as mentioned in the following.
Order
Package
Version Number
1
Conga Base Library
4.243 or later
2
Conga Contract Lifecycle Management
14.696 or later
3
Conga Configuration & Pricing
15.2062 or later.
4
Conga Quote Management
13.262 or later.
5
Conga Quote Configuration Integration
15.399 or later
To install or upgrade the dependency packages, refer to the Installing CPQ Packages for the order of the package installation. After ensuring the installation of the above dependant packages, you must install the following package.
Product
Latest Certified Version Name
Latest Certified Version Number
Conga CPQ (RLS) (New)
2.2.87
2.87
To Install the Conga CPQ (RLS) package
Install the latest version of the Conga CPQ (RLS) package. Refer to the latest CPQ on Conga Platform release notes for the packages.
In theMy Packagesnavigation link, clickCPQ. A list of CPQ-related packages is displayed.
On the CPQ (RLS) tile, click the environment where you want to install the packages. ClickInstall in Productionto install the packages in your production environment. ClickInstall in Sandboxto install the packages in your sandbox. To install any specific version, click Details on the package tile, and select the required version > clickInstall in Production to install the packages in your production environment. Click Install in Sandbox to install the packages in your sandbox. A Salesforce login screen is displayed.
Enter login credentials and clickLog In. Use the onboarded Salesforce org login credentials.
Enter the installation key provided by Conga.
Select the profile for which you want to install the package. Conga recommends that you selectInstall for All Users.
Install for Admins Only: This is the default setting. Apply this access level to disable all object permissions.
Install for All Users:Apply this access level to assign users permissions to read, create, edit, delete, view all, and modify all, for all objects in the CPQ package.
Install for Specific Profiles:Apply this access level to assign permissions to specific users to read, create, edit, delete, view all, and modify all, the pricing-related objects in the CPQ package.