Installing Conga CLM
You can install Conga CLM from the Conga Community Portal.
If you are installing CLM for the first time, you can see the new logo and icons that are part of rebranding from Apttus to Conga.
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 Conga Upgrade Program.
Install the packages in the following order:
Order |
Package |
Required? |
---|---|---|
1 |
Conga Base Library |
Yes |
2 |
Conga Contract Management |
Yes |
3 |
Conga Content Integration |
Yes |
Install the following packages if you use Adobe Sign: |
||
4 |
Adobe Sign |
Yes, if you are using Adobe Sign. |
5 |
Conga Contract EchoSign Integration |
Yes, if you are using Adobe Sign. |
Install the following packages if you use DocuSign: |
||
4 |
Conga DocuSign API |
Yes, if you are using DocuSign. |
5 |
Conga Contract DocuSign Integration |
Yes, if you are using DocuSign. |
Install the following package if you sync data between Salesforce and Conga Platform |
||
6 |
Conga For Salesforce |
Yes, if you sync data between platforms |
To install Conga CLM packages
You must have login credentials for the Conga Community Portal.
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.
Complete the post-installation settings.