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Billing 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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Billing for Salesforce

Installing Conga Billing

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Installing Billing

You must install Conga Billing package and other associated packages to implement Conga Billing. Salesforce provides a simple wizard-led installation process for these packages.

CAUTION:

Conga recommends downloading and upgrading Conga packages into a sandbox before provisioning into a production environment. Please contact Conga Support before installing if you need assistance.

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 upgrade program, see Registering for Conga Upgrade Program.

You can check out the Release Notes to get the information on latest package versions. Install the packages in the following order:

Order

Package

Install Center tab to Access the package

1

Conga Base Library

CPQ

2

Conga Contract Lifecycle Management

Contract Management

3

Conga Quote Management

CPQ

4

Conga Configuration & Pricing

CPQ

5

Conga Quote Configuration Integration

Integrations

6

Conga CPQ API

CPQ

7

Conga Quote Asset Integration

CPQ

8

Conga Billing

Billing

Note:

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

To install the Conga Billing package

  1. Go to the Get Started tab > Install Center on the Conga Customer Community.
  2. Under My Packages, select Billing and click Details.
    A Conga Billing pop-up opens, showing the Version dropdown and the environments to choose from.


  3. Select an environment where you want to install the package: Install In Production OR Install In Sandbox.


    Note:

    You can select the desired version of the Billing package from the Version dropdown.

  4. You will be redirected to the Salesforce AppExchange, where you will use your Salesforce credentials to access the Conga-managed package.
  5. Agree to the terms and conditions and click Confirm and Install. You may have to log in to Salesforce again with your credentials.
  6. On the Upgrade page, enter the Conga-provided password.
  7. Select the security level. If you know the required settings, select the third option; otherwise, it is recommended that you choose the second option and refine the security settings as required later on:
    • Grant access to admins only
    • Grant access to all users
    • Select security settings
  8. Click Next and then click Install/Upgrade.
    Note:

    To use Lightning Experience in your Salesforce org, you must enable My Domain in your organization. To know how to enable My Domain in your org, refer to the Salesforce Help page My Domain.

After you complete installing this package, you must customize your settings before you can start creating invoices.

February 11, 2025