Multiple packages must be installed to implement the complete CPQ solution. Packages for CPQ must be installed in the order indicated in the table in this section. You begin with the Conga base packages and then install the integration packages that enable the various products to function together.

You may not need to install all of the packages. For example, if your implementation does not use Advanced Approvals you do not need to install Conga Approvals or Conga Quote Approvals. Refer to the table in this section to learn which packages are required for standalone CPQ and which packages are required only when you are using other Conga products.

Conga recommends downloading and upgrading Conga packages in a Salesforce sandbox before installing them in your production environment. For information on installing and upgrading in a sandbox, please contact Conga Support before you install any packages.

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.

Install the packages in the following order.

The Conga Base Library provides a shared library of reusable components that other Conga packages may use. All CPQ and Contract Management customers must install this package in order to use Conga CPQ and Conga CLM products.

In addition, 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. For more information, see CPQ on Salesforce Spring 2020 Release Notes.

OrderPackageInstall Center tab to access the packageRequired?Install this package only if you also have...
1Conga Base LibraryContract ManagementY
2Conga Contract Lifecycle ManagementContract ManagementY
3

Conga Quote Management

CPQY
4

Conga Configuration & Pricing

CPQY
5

Conga Quote Configuration Integration

IntegrationsY
6Conga CPQ ApiCPQY
7Conga CLM Configuration IntegrationIntegrationsNContract Management
8Conga Quote CLM IntegrationIntegrationsNContract Management
9

Conga Quote Asset Integration

IntegrationsYRenewals
10Conga CPQ SetupCPQY

If you are using Advanced Approvals for Quote, you must install the following packages:

OrderPackageInstall Center tab to access the packageRequired?
1Conga ApprovalsAdvanced ApprovalsN
2

Conga CPQ Approvals

Advanced ApprovalsN
3

Conga Quote Approvals

Advanced ApprovalsN

You can additionally install the following packages if you are using the Deal Maximizer:

OrderPackageInstall Center tab to access the packageRequired?
1

Conga Deal Maximizer Setup

Deal Maximizer

N
2

Conga Deal Maximizer

Deal Maximizer

N
3

Conga CPQ Maximizer

Deal MaximizerN

If you are using Adobe Sign to electronically sign any type of document associated with quotes, you must install the following packages:

OrderPackageInstall Center tab to access the packageRequired
1Adobe Sign    NAY
2Conga Quote EchoSign Integration    Echosign IntegrationY

If you are trying to integrate and synchronize your CPQ data with the Conga Platform, you must install the following:

OrderPackageInstall Center tab to access the packageRequired
1Conga CPQ (RLS) Conga CPQ (RLS)Y

You must have Conga-provided login credentials to the Conga Community Portal to be able to download packages.

 If, during installation, you see an “Approve Third-Party Access” prompt, please select the Yes, grant access to these third-party web sites check box and click Continue.


To install the CPQ managed packages

  1. Go to the Get Started > Install Center tab on the Conga Community Portal.

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

  3. Select 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.
  4. To install any specific version, click Details on the package tile > 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.

  5. In the Salesforce login screen, enter your login credentials and click Log In.

  6. On the Upgrade page, enter the password provided by Conga.

  7. Select the profile for which you want to install the package. Conga recommends that you select Install for All Users.

  8. If you want to Install for Specific Profiles, you must define the access level for all profiles. Select from one of the following options.

    • No Access - This is the default setting. Apply this access level to disable all object permissions. 

    • Full Access - 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. 

    • Pricing Administrator - Apply this access level to assign users permissions to Read, Create, Edit, Delete, View All, and Modify All for all pricing-related objects in the CPQ package.

    If a permission is not enabled for a profile, you can apply Conga-provided permission sets such as the Apttus CPQ Admin Permission Set and Apttus CPQ User Permission Set to enhance the access levels of the user profile. To assign a permission set, select it from the Available Permission Sets box and click Add. To remove a permission set assignment, select it from the Enabled Permission Sets box and click Remove. For more information, see About Permission Sets.

  9. Click Set.

  10. Click Upgrade.

A message is displayed indicating the installation is underway. Once installed, repeat this procedure for each of the packages.