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)Conga CopilotCPQ 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 SearchTest AuthorTurboEnginesX-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 Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral
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)Conga CopilotCPQ 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 SearchTest AuthorTurboEnginesX-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 Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral
Conga Product Documentation
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CLM for Salesforce
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Administrator Guide
CLM
Pre-installation Settings Installing Conga CLM Upgrading Conga CLM from October '24 to June '25Preparing for UpgradeBefore you upgrade to Conga CLM June '25, you must ensure the following:You go through Conga CLM on Salesforce Feature by Release to know about the new features, enhancements, and deprecated features in Conga CLM since your existing release. After you upgrade Conga CLM to June '25, you cannot roll back to any previous release.You have System Requirements and Supported Platforms.You have access to the Install Center on the Community Portal.You have administrator privileges to your Salesforce org.It is recommended that you back up all your configurations.Upgrading to Conga CLM June '25This section describes step-by-step instructions to upgrade from October '24 and February '25 to June '25.Upgrading Conga CLM from February '25 to June '25Go to SetupInstalled Packages and ensure that your current Salesforce org has the following February '25 packages installed. Also, ensure that you have the following packages and dependent packages to upgrade to June '25. These packages are required to utilize the new features and enhancements of June '25.OrderProductFebruary '25Upgrade Version (Name | Number)June '25Upgrade Version (Name | Number)1Conga Base Library 6.0.271 | 6.2716.1.275 | 6.2752Conga Contract Lifecycle Management 16.0.783 | 16.78316.1.788 | 16.7883Conga Content Integration8.1.0020 | 8.208.1.0020 | 8.20Upgrade the following packages if you use DocuSign4Conga DocuSign API 8.1.142 | 8.142.238.1.142 | 8.142.245Conga Contract DocuSign Integration5.1.50 | 5.50.85.1.50 | 5.50.9Upgrade the following packages if you use Adobe Sign4Adobe Sign 24.41 | 24.4125.3 | 25.35Conga CLM Adobe Sign Integration 10.1.73 | 10.73.410.1.73 | 10.73.8Upgrade the following packages if you use Conga Sign6CongaSign CLM Integration2.2.21 | 2.213.1.23 | 3.23Install the following package if you sync data between Salesforce and Conga Platform7Conga For Salesforce2.0.8 | 2.82.1.10 | 2.10Steps to upgrade Conga CLM:Log in to the Conga Community Portal.Go to the Get started Install center tab on the Community Portal.In My Packages navigation window, you can see Contract Management. Click the Details link under Conga Contract Lifecycle Management to access the VERSION drop-down and select the version that you want to install.Select the environment in which you want to install the packages:Click Install in Production to install the packages in your production org.Click Install in Sandbox to install the packages in your sandbox org.In the Salesforce login screen, enter your login credentials and click Log In.Enter the Password provided.Select the profile for which you want to install the package. You are recommended to select Install for All Users.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.Click Install.A message is displayed indicating the installation is underway. Once installed, repeat this procedure for each of the packages.While installing a Conga package, if you see an “Approve Third-Party Access” prompt, select the Yes, grant access to these third-party web sites check box and click Continue.Conga CLM is successfully installed in your selected environment. Upgrading Conga CLM from October '24 to June '25Go to SetupInstalled Packages and ensure that your current Salesforce org has the following October '24 packages installed. Also, ensure that you have the following packages and dependent packages to upgrade to June '25. These packages are required to utilize the new features and enhancements of June '25.OrderProductOctober '24Upgrade Version (Name | Number)June '25Upgrade Version (Name | Number)1Conga Base Library 5.2.269 | 5.2696.1.275 | 6.2752Conga Contract Lifecycle Management 15.2.770 | 15.77016.1.788 | 16.7883Conga Content Integration8.1.0020 | 8.208.1.0020 | 8.20Upgrade the following packages if you use DocuSign:4Conga DocuSign API 8.1.142 | 8.142.18.1.142 | 8.142.245Conga Contract DocuSign Integration5.1.50 | 5.50.85.1.50 | 5.50.9Upgrade the following packages if you use Adobe Sign:4Adobe Sign 24.38 | 24.3825.3 | 25.35Conga CLM Adobe Sign Integration 10.1.73 | 10.73.310.1.73 | 10.73.8Upgrade the following packages if you use Conga Sign:6CongaSign CLM Integration1.0.7 | 1.73.1.23 | 3.23Install the following package if you sync data between Salesforce and Conga Platform:7Conga For Salesforce1.0.5 | 1.52.1.10 | 2.10Perform the upgrade. The upgrade procedure is the same as the installation procedure. For detailed information on installing Conga CLM managed packages, see Installing Conga CLM. Post-installation Settings Upgrading Conga CLM Logging in to Contract Management
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