Installing 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

Reach out to the Conga support team for the installation key.

To Install 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. 

  1. Login to the Conga Community portal.
  2. Go to Get Started > Install Center.

  3. In the My Packages navigation link, click CPQ. A list of CPQ-related packages is displayed. 

  4. On the CPQ (RLS) tile, click the environment in which you want to install the packages. Click Install in Production to install the packages in your production environment. Click Install in Sandbox to install the packages in your sandbox.
    To install any specific version, click Details on the package tile, and select the required version > click Install 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.

  5. Enter login credentials and click Log In. Use the onboarded Salesforce org login credentials.

  6. Enter the installation key provided by Conga. 

  7. Select the profile for which you want to install the package. Conga recommends that you select Install 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, for the pricing-related objects in the CPQ package. 
  8. Click Install.

After installing this package, ensure that the onboarded Salesforce org has the following Conga packages with the version numbers specified below. If not, you must upgrade them.

  • Conga Quote Configuration Integration: 15.399 or later.
  • Conga Quote Management: 13.262 or later.
  • Conga Configuration & Pricing: 15.2062 or later.

To view the installed packages on your Salesforce org.

  1. Login to your Salesforce org.
  2. Go to Setup > in the Quick Find box, enter Installed Packages and select it. A list of installed packages is displayed.
  3. Verify the version number against the packages.

Next Step: Creating a New Admin Setting.