Multiple packages must be installed to implement the complete DocuSign solution. Packages for DocuSign must be installed in the order indicated in the table in this section. You begin with the Conga base packages and then install the integration packages that enable the various products to function together.
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 Push Upgrade.
Install the packages in the following order.
Beginning in the Spring ’20 release, Conga is adding a User Experience Analysis component that collects product usage data. No action is required on your part and there is no impact to any existing product features, system functionality, or configured workflows. No personally identifiable information (PII), nor any other proprietary, confidential, or sensitive data will be collected. If, during installation, you see an “Approve Third-Party Access” prompt, please click Continue.
|Order||Package||Install Center tab to access the package||Required?|
|1||Conga Base Library||Contract Management||Y|
Conga Contract Lifecycle Management
Conga Quote Management
Conga DocuSign API
Conga CLM DocuSign Integration
Conga Quote DocuSign Integration
To install the Conga DocuSign packages
Go to the Resources > Install Center tab on the Community Portal.
In My Packages navigation window, under the Docusign Integration section, you will find Conga DocuSign API, Conga CLM DocuSign Integration, Conga Quote DocuSign Integration. Click the DETAILS link to access the VERSION drop-down, select the version that you want to install.
- Click Install Now.
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.
In the Salesforce login screen, enter your login credentials and click Log In.
- Enter the Password.
Select the profile for which you want to install the package. You are recommended to select Install for All Users.
- 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.
- Click Set.
A message is displayed indicating the installation is underway. Once installed, repeat this procedure for each of the packages.
After installing the DocuSign packages, assign the user profile permissions and associate the appropriate Conga users to those created in DocuSign.