Upgrading Order Management
This section provides information for upgrading Conga Order Management to the latest version from the previous release.
If you have not installed Conga Order Management, you can contact Conga Support to request an installation link, then perform the standard installation as described in Installing Order Management.
You must install the Conga Base Library package first when you upgrade Conga Order Management to October '23.
Preparing for Upgrade
Before you upgrade to Order Management to October '23 release, you must ensure the following:
- You have referred to the Order Management Features by Release to learn about any new features.
- You have Performing the Post-Upgrade Tasks.
- You have access to the Install Center on the Conga Community Portal.
- You have administrator privileges for your Salesforce org.
- You need not back up your configurations. All configurations you performed, since you installed the existing release, will remain intact after the upgrade.
Upgrading to Order Management from June '23 to October '23 release
This section describes step-by-step instructions to upgrade from June '23 to the October '23 release.
Upgrading to Conga Order Management October '23 release.
-
Go to Setup > Installed Packages and ensure that your current Salesforce org has the following June '23
packages installed.
Product
Latest Certified Version Name
Latest Certified Version Number
Conga Order Management
1.0.0000
1.0
Conga Approvals Management (New)
(Required if you are using Approvals)
14.1.371
14.371
Conga Base Library (New)
4.1.245
4.245
Conga Configuration & Pricing (New)
15.1.2090
15.2090
Conga Contract Lifecycle Management (New)
14.1.709
14.709
Conga Contract-Configuration Integration (New)
(Required if you are using CLM)
15.1.0181
15.181
Conga CPQ API
15.0.0131
15.131
Conga CPQ Setup (New)
(Required if you are using CPQ Admin Console)
15.1.137
15.137
Conga CPQ Approvals Management
(Required if you are using Approvals on CPQ objects)
13.2.25
13.25
Conga Promotion Management
(Required if you are using Promotions)
1.0.0000
1.0
Conga Proposal Management
(Required if you are using Proposal Management)
11.0.0242
11.242
Conga Quote Approvals (New)
7.1.10
7.10
Conga Quote Asset Integration (New)
6.5.0015
6.15
Conga Quote CLM Integration (New)
12.1.0084
12.84
Conga Quote/Proposal-Configuration Integration
(Required if you are using CPQ and Proposal Management) (New)
15.1.0400
15.400
-
Ensure that you have the following packages and dependent packages to upgrade to
the October '23 release. These packages are required to utilize the new features and
enhancements of October '23.
Product
Latest Certified Version Name
Latest Certified Version Number
Conga Order Management
1.0.0000
1.0
Conga Approvals Management (New)
(Required if you are using Approvals)
14.2.379
14.379
Conga Base Library (New)
4.2.249
4.249
Conga Configuration & Pricing (New)
15.2.2106
15.2106
Conga Contract Lifecycle Management (New)
14.2.723
14.723
Conga CLM Configuration Integration (New)
(Required if you are using CLM)
15.2.0185
15.185
Conga CPQ API (New)
15.2.0134
15.134
Conga CPQ Setup (New)
(Required if you are using CPQ Admin Console)
15.2.141
15.141
Conga CPQ Approvals Management
(Required if you are using Approvals on CPQ objects)
13.2.25
13.25
Conga Promotion Management
(Required if you are using Promotions)
1.0.0000
1.0
Conga Proposal Management
(Required if you are using Proposal Management)
11.0.0242
11.242
Conga Quote Approvals
7.1.10
7.10
Conga Quote Asset Integration
6.5.0015
6.15
Conga Quote CLM Integration (New)
12.2.0085
12.85
Conga Quote/Proposal-Configuration Integration
(Required if you are using CPQ and Proposal Management) (New)
15.1.0400
15.400
- Perform the upgrade. The upgrade procedure is the same as the installation procedure.
- After the upgrade is complete, perform the post-upgrade tasks.
Performing the Post-Upgrade Tasks
Refer to the topic Performing the Post-Upgrade Tasks in the CPQ for Administrators for information on required post-upgrade tasks.