To Install Conga Upgrade Assistant
Install the latest version of the Conga Upgrade Assistant package.
- Log into the Conga Community portal.
- Go to Get Started > Install Center.
-
In the My Packages navigation link, click CPQ or
Contract Management depending on which product you
have.
A list of packages is displayed based on the product selection.
-
On the Conga Upgrade Assistant tile, do one of the following:
- 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 a specific version, click Detailson the package tile, and select the required version. Choose from Install in Production and Install in Sandbox. A Salesforce login screen is displayed.
- Enter Salesforce login credentials and click Log In.
- Enter the installation key provided by Conga.
-
Select the profile for which you want to install the package.
- Install for Admins Only: This is the default setting. Apply this access level to disable all object permissions.
- Install for All Users: Apply this access level to assign users permissions to read, create, edit, delete, view all, and modify all for all objects in the CPQ or Contract Lifecycle Management package.
- Install for Specific Profiles: Apply this access level to assign permissions to specific users to read, create, edit, delete, view all, and modify all, for the pricing-related objects in the CPQ or Contract Lifecycle Management package.
- Click Install.
