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

Caution

Apttus recommends downloading and installing Apttus packages in a Salesforce sandbox org before installing them in your production environment. For information on installing and upgrading in a sandbox, please contact Apttus Support before you install any packages.

Install the packages in the following order.

Order

Package

Install Center tab to access the package

Required?

1Apttus Approvals ManagementAdvance ApprovalY
2

Apttus CPQ Approvals Management

(Required if you are using CPQ)

Advance ApprovalY
3

Apttus Contract Management

(Required if you are using CPQ and Agreement Approvals)

Contract ManagementY
4

Apttus Proposal Management

(Required if you are using CPQ Approvals)

CPQY
5

Apttus Configuration & Pricing

(Required if you are using CPQ Approvals)

CPQY
6

Apttus Quote/Proposal Configuration Integration

(Required if you are using CPQ and Proposal management)

IntegrationsY
7

Apttus Contract-Configuration Integration

(Required if you are using CLM)

IntegrationsY
8

Apttus Quote/Proposal Approvals Management

(Required if you are using Proposal Management)

Advance Approval
Y
9

Apttus Custom Approvals Management

(Required if you are using Apttus Objects or other Salesforce Standard/Custom Objects)

Advance ApprovalY

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