Refer to the latest Order Management Release Notes for information on the packages required to install Conga Order Management.

Prerequisites

To use Conga Order Management, you must perform the following tasks prior to installing the Order Management package:

  1. Enable Salesforce CRM Content: Refer to the CPQ for Administrators for steps to perform this task.
  2. Install other Conga packages: Conga Order Management requires packages to be installed for Conga CPQ, as well as packages for any other Conga applications (such as Approvals, Contract Lifecycle Management, and so on) that you plan to use in conjunction with Order Management. Refer to the latest Order Management Release Notes and the CPQ for Administrators for which packages are required.

Conga recommends downloading and upgrading Conga packages in a Salesforce sandbox before installing them in your production environment. For information on installing and upgrading in a sandbox, please contact Conga 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.

To install the Order Management package

  1. Go to the Resources > Install Center tab on the Conga Community Portal.
  2. In the My Packages navigation link, click Conga Order Management. 
  3. Click Install Now.
  4. Select the environment where you want to install the package:
    • Click Install in Production to install the packages in your production environment.
    • Click Install in Sandbox to install the package in your sandbox.
  5. Log in to Salesforce.
  6. On the Upgrade page, enter the password provided by Conga.
  7. Conga recommends that you 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 in the Order Management package.

  9. Click Set.
  10. Click Upgrade.