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Conga Smart Search for Salesforce June '24 Release Notes, Rev A

In these release notes, you can find packages, requirements, features, enhancements, fixed issues, and known issues for the Smart Search June '24 release. For documentation updates, see

What's New in Smart Search Documentation .

Note:

This documentation may describe optional features for which you have not purchased a license; therefore your solution or implementation may differ from what is described here. Contact your Customer Success Manager (CSM) or Account Executive (AE) to discuss your specific features and licensing.

To access the learning path, including overviews and demonstrations of this release’s updated features and enhancements, visit the

Conga Learning Center.

Packages

The following packages and dependencies are required to upgrade to this release and use its new features. These are the minimum required versions; later versions are also supported. Prerequisites for each feature can be found in its documentation. Packages marked (New) are new for this release.

Package

Latest Certified Version Name

Latest Certified Version Number

Conga Base Library (New)

5.1.266

5.266

Conga Contract Lifecycle Management (New)

15.1.750

15.750

Note:

For more information on installing Smart Search, see Smart Search for Administrators.

System Requirements and Supported Platforms

For requirements and recommendations to consider before installing the Conga product suite, see the System Requirements and Supported Platforms Matrix.

System Requirements and Supported Platforms

For information pertaining to the requirements and recommendations, you must consider before you proceed with the installation of the Conga product suite, see System Requirements and Supported Platforms Matrix.

New Features and Enhancements

Exporting the Search Results

You can export the files in XLS, PDF, or CSV file formats. For more information, see Search Keywords across Objects and Fields.

Click the hyperlink in the search results to open the record. For more information see Search Keywords across Objects and Fields.

Data Model Changes

There are no data model changes in this release.

Fixed Issues

The following table lists the issue fixed in this release. If any actions are required, they will be listed in this table.

Case Number

Key

Summary

00816925

CONTRACTS-18992

When you search and select specific documents from the search results for exporting, Smart Search fails to export the selected documents, instead, it exports all the documents from the search results.

Known Issues

There are no known issues in this release.

DOC ID: SSRCHJUN24RN20240613REVA