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CPQ 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 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 NotesGeneralDocs by Release

Conga Product Documentation

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CPQ for Salesforce

Conga Upgrade Assistant

Installed Packages

Installed packages will list out all the packages that has been installed to your org. There are various features listed below in detail present in this tab.

The page will have a table which will contain all the packages installed in your org with the following details:

Fields

Description

Name

The name of the package.

Installed Release Name

The name of the release installed in the org.

Installed Version

The current version number of the package that is installed in this org.

Latest GA Release Name

The latest name of the GA release.

Note:

If the Installed Version and the Latest GA Version are different, then this field will be highlighted with a check-mark () icon.

Latest GA Version

The latest version number of the package that are available for this org.

This page has following features:

Auto-Upgrade

The Auto-Upgrade feature is a provision in the installed packages tab that allows Conga to auto-upgrade the org when a new GA release is available. To enable auto upgrade feature:

  1. Toggle the button as enabled in the Auto Upgrade section.
  2. Click Confirm in the Auto upgrade confirmation pop up.
    The auto upgrade feature will be turned on.
  3. To disable this feature, toggle the button as disabled in the Auto Upgrade section.
  4. Click Confirm in the Auto upgrade confirmation pop up.

Package Access

The Package Access feature allows you to set accessibility for Conga packages that are upgraded using the Conga Upgrade Program.

  1. Click Set Package Access button in the installed Products Page.
  2. A Conga Package Access pop up will be displayed. It will have the following fields.

    Fields

    Description

    Package Name

    The name of the package will be displayed.

    Install For Admin Only

    Toggle this on if you want to grant access only to the admins for all the packages.

    Install for All Users

    Toggle this on if you want to grant access to all the users for all the packages.

    Install For Specific Profiles

    Toggle this on if you want to select the profiles that you want to grant access to.

    Note:

    If you want to select a particular package for specific profile, you can choose the profile for the package.

  3. After configuring access permissions, click Save.
  4. Click Confirm in the Conga Package access confirmation pop up.
You will get a success message.
Administrator Guide
Salesforce
CPQ

March 5, 2026