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Approvals 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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Approvals for Salesforce

Getting Started with Conga Approvals

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Installing Conga Approvals

Multiple packages must be installed to implement the complete Approvals solution. Approvals packages must be installed in the order indicated in the table in this section. Begin with the Conga base packages and then install the integration packages that enable the products to work together.
CAUTION:

Download and install Conga packages in a Salesforce sandbox org before installing them in your production environment. For information on installing and upgrading in a sandbox, contact Conga Support.

Tip:

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 push upgrade, see Registering for the Conga Upgrade Program.

The following packages are required. Install them in order.

Order

Package

Install Center tab to access the package

1

Conga Base Library

CPQ

2

Conga Contract Lifecycle Management

Contract Management

3

Conga Approvals

Advance Approval

4

Conga CPQ Approvals (Required for CPQ)

Advance Approval

5

Conga Quote Management (Required for CPQ Approvals)

CPQ

6

Conga Configuration & Pricing (Required for CPQ Approvals)

CPQ

7

Conga Quote Configuration Integration (Required for CPQ and Proposal Management)

Integrations

8

Conga CLM Configuration Integration (Required for CLM)

Integrations

9

Conga Quote Approvals (Required for Proposal Management)

Advance Approval

10

Conga Custom Approvals Management (Required for Conga objects or other Salesforce standard/custom objects)

Advance Approval

11

Conga Grid (Required for Approval Center)

This package is not available on Conga Install Center. Visit the Salesforce AppExchange to download it.

12

Conga Approval Center (Required for Approval Center)

This package is not available on Conga Install Center. Visit the Salesforce AppExchange to download it.

Note:

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

To install Approvals managed packages

  1. Go to the Resources > Install Center tab on the Conga Community Portal.
  2. In My Packages navigation link, click Advanced Approvals. From the VERSION drop-down, select the version you will install.
  3. Click Install Version.
  4. Select the environment in which you will install the packages.

    • To install the packages in your production environment, click Install in Production.

    • 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 Conga gave you.
  7. Select the profile you will install the package for. Select Install for All Users (recommended).
  8. To Install for Specific Profiles, you must define the access level for all profiles. Select one of the following:

    • 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 Approvals package objects.

    • Apply other access levels to assign users permissions to read, create, edit, delete, view all, and modify all for specific Approvals package objects.
      Tip:

      If permission is not enabled for a profile, you can apply Conga-provided permission sets such as the Conga Approvals Admin permission set and the Conga Approvals User 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 Access Control and Permissions.

  9. Click Set.
  10. Click Upgrade.

A message is displayed indicating the installation is under way. When installation is complete, repeat this procedure for each package.

Administrator Guide
Salesforce
Approvals

March 3, 2025