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Deal Maximizer

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Deal Maximizer

Getting Started with Deal Maximizer

Deal Maximizer Packages Installation

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

CAUTION:

You must download and upgrade 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.

Tip:

The Conga Push Upgrade 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 push upgrade, see Registering for Conga Upgrade Program.

You must install the packages in the following order before you install Deal Maximizer packages:

Order

Package

Install Center tab to access the package

Required?

Install this package only if you also have...

1

Conga Base Library

Contract Management

Y

2

Conga Contract Lifecycle Management

Contract Management

Y

3

Conga Quote Management

CPQ

Y

4

Conga Approvals

Approvals

N

5

Conga Configuration & Pricing

CPQ

Y

6

Conga Quote Configuration Integration

Integrations

Y

7

Conga Quote Asset Integration

Integrations

Y

8

Conga CPQ Api

CPQ

Y

9

Conga Quote Approvals

Approvals

N

10

Conga CLM Configuration Integration

Integrations

N

Contract Management

11

Conga Quote CLM Integration

Integrations

N

Contract Management

Note:

For more information on the package versions, refer to the latest Conga CPQ and Deal MaximizerRelease Notes.

Install the following Deal Maximizer packages after you install the above-mentioned packages:

Order

Package

Install Center tab to access the package

Required?

1

Conga Deal Maximizer Setup

Deal Maximizer

Y

2

Conga Deal Maximizer

Deal Maximizer

Y

3

Conga Approvals

Approvals

Y

4

Conga CPQ Approvals

Approvals

Y

5

Conga CPQ Maximizer

Deal Maximizer

Y

Note:

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

To install the Deal Maximizer module packages

This task provides step-by-step instructions for installing the Deal Maximizer module packages through the Conga Community Portal, including environment selection and user access configuration.
  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. In the Salesforce login screen, enter your login credentials and click Log In.
  5. On the Upgrade page, enter the password provided by Conga.
  6. Select the profile for which you want to install the package. Conga recommends that you select Install for All Users.
  7. 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 Deal Maximizer 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 Deal Maximizerpackage.
  8. Click Set.
  9. Click Upgrade.
A message is displayed indicating the installation is underway.

Once installed, repeat this procedure for each of the packages.

Administrator Guide
Salesforce
Deal Maximizer

August 20, 2025