Multiple packages must be installed to implement the complete Adobe Sign solution. Packages for Adobe Sign must be installed in the order indicated in the table in this section. You begin with the conga base packages and then install the integration packages that enable the various products to function together. 

You are recommended to download and upgrade packages in a Salesforce sandbox before installing them in your production environment. For information on installing and upgrading in a sandbox, please contact Support before you install any packages. 

The Conga Push Upgrade is an automated tool that upgrades packages available in your Salesforce org (Production or Sandbox) to the latest versions. In addition, it ensures all the Conga published managed packages are on the latest versions for the registered orgs. To register your org for push upgrade, see Registering for Conga Push Upgrade.

Install the packages in the following order.

Beginning in the Spring ’20 release, Conga is adding a User Experience Analysis component that collects product usage data. No action is required on your part and there is no impact to any existing product features, system functionality, or configured workflows. No personally identifiable information (PII), nor any other proprietary, confidential, or sensitive data will be collected. If, during installation, you see an “Approve Third-Party Access” prompt, please click Continue. 

OrderPackageInstall Center tab to access the packageRequired?
1Conga Base LibraryContract ManagementY
2

Conga Contract Lifecycle Management

Contract ManagementY
3Conga Quote Management

CPQ

Y
4Adobe Sign

NA

Y
5Conga CLM EchoSign Integration  Echosign IntegrationY
6Conga Quote EchoSign IntegrationEchosign IntegrationY

You must have login credentials to the Community Portal to be able to download packages. 

To install Adobe Sign packages

  1. Go to appexchange.salesforce.com.
  2. Navigate to Adobe Sign and click Get It Now.
  3. Click the environment where you want to install the package and follow the instructions on the page.
  4. Verify the package installation details and click Continue.
  5. Review the package API access and click Next.

    Ensure you have checked the I have read and agree to the terms and conditions checkbox.

  6. Select the profile for which you want to install the package. You are recommended to select Install for All Users.

  7. If you want to Install for Specific Profiles, you must define the access level for all profiles. Select from one of the following options.

    • No Access - This is the default setting. Apply this access level to disable all object permissions.

    • Full Access - Apply this access level to assign users permissions to Read, Create, Edit, Delete, View All, and Modify All for all objects.

  8. Click Set
  9. Click Install.

To install Conga EchoSign Integration packages

For agreement, you must install the Conga Contract Lifecycle Management package 8.325 or higher.

For quotes, you must install the Conga Proposal Management package 8.99 or higher.

  1. Go to the Resources > Install Center tab on the Community Portal.
  2. In My Packages navigation window, under the Echosign Integration section, you will see Conga CLM Adobe Sign Integration and Conga Quote EchoSign Integration. Click the Details link to access the VERSION drop-down, select the version that you want to install.
  3. Click Install Now.
  4. Select the environment in which you want to install the packages.
    • Click Install in Production to install the packages in your production org.
    • Click Install in Sandbox to install the packages in your sandbox org.
  5. In the Salesforce login screen, enter your login credentials and click Log In.

  6. Enter the Password provided.
  7. Select the profile for which you want to install the package. You are recommended to select Install for All Users.

  8. If you want to Install for Specific Profiles, you must define the access level for all profiles. Select from one of the following options.

    • No Access - This is the default setting. Apply this access level to disable all object permissions.

    • Full Access - Apply this access level to assign users permissions to Read, Create, Edit, Delete, View All, and Modify All for all objects.

  9. Click Set
  10. Click Install

A message is displayed indicating the installation is underway. Once installed, repeat this procedure for each of the packages.