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.

License Management - Production Environment Only

In order to setup licenses for Smart CPQ managed package in a PROD setup, you must follow the generic steps for all managed package license assignments.

You can find additional help within the Salesforce documentation at the following locations:

https://help.salesforce.com/apex/HTViewHelpDoc?id=distribution_managing_licenses.htm&language=en_US

https://help.salesforce.com/apex/HTViewHelpDoc?id=distribution_package_user_licenses.htm

On the Conga side, follow the steps below:

  1. Install the Smart CPQ managed package in production
  2. Reach out to your customer representative to communicate that the managed package has been installed.
  3. Conga internal teams responsible for the provisioning of licenses will proceed with the allocation and notify you when done.