Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

To access the Conga Upgrade Assistant

The Conga Upgrade Assistant user interface allows administrators to auto-upgrade packages installed in your Salesforce org. They can also schedule upgrades based on specific releases. If the original registering user is inactive and the org is opted out, the org will now be automatically re-registered to prevent UI blocking. In all other cases where the user is inactive, a Re-Register button is displayed. The interface shows the existing data but disables further actions until re-registration is completed.
  1. Open the Salesforce App Launcher.
  2. Enter Conga Upgrade Assistant.
  3. Click Conga Upgrade Assistant.
The Installed Packages tab is opened by default.