Installing CPQ Managed Packages
Install the CPQ managed packages to complete the CPQ solution.
- Go to the Get Started > Install Center tab on the Conga Community Portal.
- In the My Packages navigation link, click
CPQ.A list of CPQ-related packages is displayed.
- Select the environment in which you want to install the packages. Click Install in Production to install the packages in your production environment. Click Install in Sandbox to install the packages in your sandbox.
- To install any specific version, click Details on the package tile > select the required version > click Install in Production to install the packages in your production environment. Click Install in Sandbox to install the packages in your sandbox.
- In the Salesforce login screen, enter your login credentials and click Log In.
- On the Upgrade page, enter the password provided by Conga.
- Select the profile for which you want to install the package. Conga recommends that you select Install for All Users.
- If you want 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 in the CPQ package.
- Pricing Administrator - Apply this access level to assign users permissions to Read, Create, Edit, Delete, View All, and Modify All for all pricing-related objects in the CPQ package.
Note:If a permission is not enabled for a profile, you can apply Conga-provided permission sets such as the Apttus CPQ Admin Permission Set and Apttus CPQ User Permission Set to enhance the access levels of the user profile. To assign a permission set, select it from the Available Permission Sets box and click Add. To remove a permission set assignment, select it from the Enabled Permission Sets box and click Remove. For more information, see About Permission Sets.
- Click Set.
- Click Upgrade.
Once installed, repeat this procedure for each of the packages.
