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Approvals for Salesforce

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Conga Product Documentation

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Approvals for Salesforce

Getting Started with Conga Approvals

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Upgrading Approvals

This section covers all required tasks for upgrading Approvals to the latest version from the previous two releases.
Tip:

If you have not installed Approvals, contact Conga Support to request an installation link; then perform the standard installation described in Installing Conga Approvals.

Preparing for Upgrade

  • You have reviewed and conform to latest Post-Upgrade Tasks.
  • You have access to the Install Center on the Conga Community Portal for Approvals managed and dependent packages.
  • You have administrator privileges to your Salesforce org.

You don't have to back up your configurations. All configurations you performed since you installed your existing release will remain intact after the upgrade.

Upgrading Approvals

Salesforce has deprecated Workflow Rules in favor of Salesforce Flow. Conga has updated its products to accommodate this deprecation, but you must manually deactivate the following workflow rules before installing Conga Approvals:
  • Approval Request Comments Modified
  • Send Reassignment Notification

These workflow rules are replaced by Salesforce Flow rules of the same names. These flows are automatically installed on an installation or upgrade and default to active status.

Upgrading

  1. Go to Setup > Installed Packages and check that the following packages are installed in your Salesforce org.

    Order

    Product

    Required for

    1

    Conga Approvals

    2

    Conga Grid

    Approval Center

    3

    Conga Approvals Center

    Approval Center

    4

    Conga CPQ Approvals

    CPQ

    5

    Conga Base Library

    Conga CLM

    6

    Conga Contract Lifecycle Management

    CPQ Approvals

    7

    Conga Quote Management

    CPQ Approvals

    8

    Conga Configuration & Pricing

    CPQ Approvals

    9

    Conga Quote Configuration Integration

    CPQ and Proposal management

    10

    Conga CLM Configuration Integration

    CLM

    11

    Conga Quote Approvals

    Proposal Management

    12

    Conga Custom Approvals Management

    Conga Objects or other Salesforce standard/custom objects

  2. For each of the above packages and dependencies, check the Post-Upgrade Tasks for the minimum required package version to support the upgrade. Install the latest linked version of each package in order.
  3. Upgrade, using the installation procedure in Installing Conga Approvals.
  4. Perform the post-upgrade tasks.

Post-Upgrade Tasks

Make sure that:
  • All custom settings are correct as described in Approval System Properties and Approvals Custom Config Settings.
  • All upgrade scenarios work as in the previous release.

    • Callbacks: Callback class has not changed.

    • Metadata changes: All picklist type fields are validated.

    • Layout changes: Layout changes are validated.

    • Remote API calls: All API calls are functional.

  • All approval process data works, including submit, approve, and reject flows.

Note:

The upgrade procedure above has been tested against a basic setup, not custom code or triggers.

Administrator Guide
Salesforce
Approvals

February 11, 2025