This section provides information for upgrading Conga Order Management to the latest version from the previous release.

If you have not installed Conga Order Management, you can contact Conga Support to request an installation link, then perform the standard installation as described in Installing Order Management.

You must install the Conga Base Library package first when you upgrade Conga Order Management to Spring '21.

Preparing for Upgrade

Before you upgrade to Order Management to Spring '21 release, you must ensure the following:

Upgrading to Order Management Spring '21 release

This section describes step-by-step instructions to upgrade from Summer 2020 to Spring'21 release.

Upgrading to Conga Order Management Spring '21 release.

  1. Go to Setup > Installed Packages and ensure that your current Salesforce org has the following Summer 2020 packages installed.

    Product

    Version Name | Version Number

    Apttus Order Management1.0.0000 | 1.0
    Apttus Approvals Management
    (Required if you are using Approvals)
    11.1.0136 | 11.136
    Apttus Base Package1.1.77 | 1.77
    Apttus Configuration & Pricing

    12.1.1751 | 12.1751

    Summer 2020

    Apttus Contract Management11.1.0532 | 11.532
    Apttus Contract-Configuration Integration
    (Required if you are using CLM)
    12.0.0130 | 12.130
    Apttus CPQ API12.1.0101 | 12.101
    Apttus CPQ Admin
    (Required if you are using CPQ Admin Console)
    12.1.61 | 12.61
    Apttus CPQ Approvals Management
    (Required if you are using Approvals on CPQ objects)
    11.0.0016 | 11.16
    Apttus Promotion Management 
    (Required if you are using Promotions)
    1.0.0000 | 1.0
    Apttus Proposal Management
    (Required if you are using Proposal Management)
    10.1.0221 | 10.221
    Apttus Quote/Proposal Approvals Management6.5.0004 | 6.4
    Apttus Quote/Proposal-Asset Integration6.5.0014 | 6.14

    Apttus Quote/Proposal-Contract Integration

    9.1.0057 | 9.57
    Apttus Quote/Proposal-Configuration Integration
    (Required if you are using CPQ and Proposal Management)
    12.1.0325 | 12.325
  2. Ensure that you have the following packages and dependent packages to upgrade to Spring '21 release. These packages are required to utilize the new features and enhancements of Spring '21.

    Product

    Latest Certified Version

    (Version Name | Version Number)

    Conga Order Management

    1.0.0000 | 1.0

    Conga Approvals Management
    (Required if you are using Approvals)

    12.0.0221 | 12.221

    Conga Base Library

    2.0.148 | 2.148

    Conga Configuration & Pricing

    13.0.1882 | 13.1882

    Conga Contract Lifecycle Management

    12.0.0605 | 12.605

    Conga Contract-Configuration Integration
    (Required if you are using CLM)

    12.0.0136 | 12.136

    Conga CPQ API 

    13.0.0120 | 13.120

    Conga CPQ Setup
    (Required if you are using CPQ Admin Console)

    13.0.97 | 13.97

    Conga CPQ Approvals Management  
    (Required if you are using Approvals on CPQ objects)

    12.0.0020 | 12.20

    Conga Promotion Management 
    (Required if you are using Promotions)

    1.0.0000 | 1.0

    Conga Proposal Management
    (Required if you are using Proposal Management)

    11.0.0242 | 11.242

    Conga Quote Approvals

    6.5.0004 | 6.4

    Conga Quote Asset Integration

    6.5.0014 | 6.14

    Conga Quote CLM Integration

    10.0.0069 | 10.69

    Conga Quote/Proposal-Configuration Integration  
    (Required if you are using CPQ and Proposal Management)

    13.0.0354 | 13.354

  3. Perform the upgrade. The upgrade procedure is the same as the installation procedure.
  4. After the upgrade is complete, perform the post-upgrade tasks.

Performing the Post-Upgrade Tasks

Refer to the topic Upgrading CPQ in the CPQ Administrator Guide for information on required post-upgrade tasks.