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

  1. 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.

  2. 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)

    		9.2.3779.377
    Conga CLM Configuration Integration (New)
    (Required if you are using CLM)    		15.2.018515.185
    Conga Configuration & Pricing (New)

    15.2.2106

    		15.2106
    Conga Contract Lifecycle Management (New)14.2.72314.723
    Conga CPQ Api (New)15.2.013415.134
    Conga CPQ Approvals 
    (Required if you are using Approvals on CPQ objects)    		13.2.2513.25
    Conga CPQ Maximizer (New)9.2.00309.30
    Conga CPQ Setup  (New)
    (Required if you are using CPQ Admin Console)    		15.2.14115.141
    Conga Deal Maximizer Setup
    (Required if you are using Deal Maximizer)    		8.0.00538.53
    Conga Deal Maximizer7.0.00077.7
    Conga DocuSign Api8.1.1428.142.7
    Conga Order Management1.0.00001.0
    Conga Promotions
    (Required if you are using Promotions)    		1.0.00001.0
    Conga Quote Approvals7.1.107.10
    Conga Quote Asset Integration6.5.00156.15

    Conga Quote CLM Integration

    		12.1.008412.84
    Conga Quote Configuration Integration
    (Required if you are using CPQ and Proposal Management)    		15.1.040015.400
    Conga Quote DocuSign Integration4.1.234.23

    Conga Quote Echosign Integration

    (You must install the latest Adobe Sign package to use this package)

    		3.1.173.17

    Conga Quote Management
    (Required if you are using Proposal Management)

    		13.1.026613.266

  3. 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.

  4. 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

  1. 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.

  2. 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)

    		9.2.3779.377
    Conga CLM Configuration Integration (New)
    (Required if you are using CLM)    		15.2.018515.185
    Conga Configuration & Pricing (New)

    15.2.2106

    		15.2106
    Conga Contract Lifecycle Management (New)14.2.72314.723
    Conga CPQ Api (New)15.2.013415.134
    Conga CPQ Approvals 
    (Required if you are using Approvals on CPQ objects)    		13.2.2513.25
    Conga CPQ Maximizer (New)9.2.00309.30
    Conga CPQ Setup  (New)
    (Required if you are using CPQ Admin Console)    		15.2.14115.141
    Conga Deal Maximizer Setup
    (Required if you are using Deal Maximizer)    		8.0.00538.53
    Conga Deal Maximizer7.0.00077.7
    Conga DocuSign Api8.1.1428.142.7
    Conga Order Management1.0.00001.0
    Conga Promotions
    (Required if you are using Promotions)    		1.0.00001.0
    Conga Quote Approvals7.1.107.10
    Conga Quote Asset Integration6.5.00156.15

    Conga Quote CLM Integration

    		12.1.008412.84
    Conga Quote Configuration Integration
    (Required if you are using CPQ and Proposal Management)    		15.1.040015.400
    Conga Quote DocuSign Integration4.1.234.23

    Conga Quote Echosign Integration

    (You must install the latest Adobe Sign package to use this package)

    		3.1.173.17

    Conga Quote Management
    (Required if you are using Proposal Management)

    		13.1.026613.266

  3. 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.

  4. After the upgrade is complete, perform the post-upgrade tasks. For more information, see Performing the Post-Upgrade Tasks.