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.
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 |
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
A message is displayed indicating the installation is underway. Once installed, repeat this procedure for each of the packages.
Ensure that at least CPQ and Digital Commerce package licenses are assigned to an admin user, community user, and guest user.