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Digital Commerce for Salesforce

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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)CPQ 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 SearchTurboEnginesX-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 ManagerRelease NotesGeneral

Conga Product Documentation

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Digital Commerce for Salesforce

Getting Started

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Installing Digital Commerce Package

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

CAUTION:

It is recommended to download and install the required packages in a Salesforce sandbox org before installing them in your production environment. For information on installing and upgrading in a sandbox, please contact the Support team before you install any packages.

Install the packages in the following order.

Order

Package

Install Center tab to access the package

Required?

1

Conga Base Library

Contract Management

Y

2

Conga Contract Lifecycle Management

Contract Management

Y

3

Conga Configuration & Pricing

CPQ

Y

4

Conga Quote Management

CPQ

Y

5

Conga Quote Configuration Integration

Integrations

Y

6

Conga CPQ API

CPQ

Y

7

Conga CPQ Setup

CPQ

Y

8

Conga Quote Asset Integration

CPQ

Y

9

Conga Partner Commerce

(Required only if you are using Partner Commerce)

CPQ

Y

10

Conga Digital Commerce

CPQ

Y

11

Conga Promotions

CPQ

Y

12

Conga Order Management

(Required only if Partner Commerce package is installed)

CPQ

Y

13

Conga Billing

(Required only if Cybersource Payment package is installed)

Billing

Y
Note:

You must have Conga-provided login credentials to the 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 Digital Commerce managed packages

  1. Go to the Resources > Install Center tab on the Conga Community Portal.
  2. In My Packages navigation link, click CPQ and scroll down to Conga Digital Commerce, from the VERSION drop-down, select the version that you want to install.
  3. Click Install Version.
  4. Select the environment in which you want to install the packages.
    • To install the packages in your production environment, click Install in Production.

      - OR -

      To install the packages in your sandbox, click Install in 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 Approvals package.
    • Apply other access levels to assign users permissions to Read, Create, Edit, Delete, View All, and Modify All for specific objects in the Approvals package.
      Note:

      If permission is not enabled for a profile, you can apply Conga-provided Apttus Ecommerce 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 Conga Digital Commerce Permission Set.

  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.

Important:

Ensure that at least CPQ and Digital Commerce package licenses are assigned to an admin user, community user, and guest user.

Administrator Guide
Digital Commerce

March 3, 2025