Registering your org with Conga Upgrade Program for auto-upgrade
This section provides a high-level flow of the org registration process and early feedback programs. Refer to Conga Upgrade Program documentation for a comprehensive overview of features.
- Launch the Conga Upgrade Program's registration page.
- Select your Salesforce org type (Production or
Sandbox). The Salesforce login page is displayed.
- Enter your credentials and click Login. You are redirected to the connected app called Conga Push Upgrade CA, which prompts you to allow access to the org information.
- Click Allow. The org registration form is displayed.
- Click Set Package Access Control to set the accessibility for Conga packages to be upgraded with Conga Upgrade Program.
- Click Submit.
The Early Feedback pop-up is displayed. In addition, Conga sends an email notification to the system administrator on successful registration with a list of packages (including dependent packages, if any) handled in the upgrade process.
Note:The early feedback program executes a test suite to check if the customizations in your org are compatible with the upgrade.
- Click Try Now. A Conga Automation Dashboard is displayed with a Quick Guide pop-up. Click Yes to go through the quick tour of the dashboard.
- Click Click to see the test to view a list of tests to be executed for your org, A List of Tests pop-up is displayed.
- Enter your Email ID and Organization Name. You can enter multiple email ids.
- Click Trigger Welcome Email. Conga sends a welcome email to the email ids entered in the previous step with a list of tests performed in the early feedback program.
- Click Proceed. A Conga Services Test Automation Execution Page is displayed.
- Click the checkbox next to the Job ID and click Begin Test Execution to run the predefined automated test suite against your org.
