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Download page Upgrading to CPQ June '23 Release.
Upgrading to CPQ June '23 Release
This section describes step-by-step instructions to upgrade from September '22 and February '23 to June '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 February '23 to June '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 June '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 June '23 release. These packages are required to utilize the new features and enhancements of June '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)14.1.371 14.371
Conga Base Library (New)
(Required if you are using Conga Configuration & Pricing)
4.1.245
4.245 Conga Billing (New)
(Required if you are using Conga Billing)
9.1.345 9.345 Conga CLM Configuration Integration (New)
(Required if you are using CLM)15.1.0181 15.181 Conga Configuration & Pricing (New) 15.1.2090
15.2090 Conga Contract Lifecycle Management (New) 14.1.709 14.709 Conga CPQ Api 15.0.0131 15.131 Conga CPQ Approvals
(Required if you are using Approvals on CPQ objects)13.2.25 13.25 Conga CPQ Maximizer 8.0.0029 8.29 Conga CPQ Setup (New)
(Required if you are using CPQ Admin Console)15.1.137 15.137 Conga Deal Maximizer Setup (New)
(Required if you are using Deal Maximizer)8.0.0053 8.53 Conga Deal Maximizer 7.0.0007 7.7 Conga DocuSign Api (New) 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 (New) 7.1.10 7.10 Conga Quote Asset Integration (New) 6.5.0015 6.15 Conga Quote CLM Integration (New)
12.1.0084 12.84 Conga Quote Configuration Integration (New)
(Required if you are using CPQ and Proposal Management)15.1.0400 15.400 Conga Quote DocuSign Integration (New) 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 (New)
(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 September '22 to June '23 Release
Go to Setup > Installed Packages and ensure that your current Salesforce org has the packages of CPQ September '22 release or later, which are the minimum required versions for upgrading to June '23 release. Refer to the latest September '22 release or respective patch Release Notes.
Ensure that you have the following packages and dependent packages to upgrade to June '23 release. These packages are required to utilize the new features and enhancements of June '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)14.1.371 14.371
Conga Base Library (New)
(Required if you are using Conga Configuration & Pricing)
4.1.245
4.245 Conga Billing (New)
(Required if you are using Conga Billing)
9.1.345 9.345 Conga CLM Configuration Integration (New)
(Required if you are using CLM)15.1.0181 15.181 Conga Configuration & Pricing (New) 15.1.2090
15.2090 Conga Contract Lifecycle Management (New) 14.1.709 14.709 Conga CPQ Api 15.0.0131 15.131 Conga CPQ Approvals
(Required if you are using Approvals on CPQ objects)13.2.25 13.25 Conga CPQ Maximizer 8.0.0029 8.29 Conga CPQ Setup (New)
(Required if you are using CPQ Admin Console)15.1.137 15.137 Conga Deal Maximizer Setup (New)
(Required if you are using Deal Maximizer)8.0.0053 8.53 Conga Deal Maximizer 7.0.0007 7.7 Conga DocuSign Api (New) 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 (New) 7.1.10 7.10 Conga Quote Asset Integration (New) 6.5.0015 6.15 Conga Quote CLM Integration (New)
12.1.0084 12.84 Conga Quote Configuration Integration (New)
(Required if you are using CPQ and Proposal Management)15.1.0400 15.400 Conga Quote DocuSign Integration (New) 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 (New)
(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.