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 Summer '21.

Preparing for Upgrade

Before you upgrade to Order Management to September '22 release, you must ensure the following:

Upgrading to Order Management from Summer '21 to September '22 release

This section describes step-by-step instructions to upgrade from Summer'21 to September '22 release.

Upgrading to Conga Order Management September '22 release.

  1. Go to Setup > Installed Packages and ensure that your current Salesforce org has the following Summer '21 packages installed.

    Product

    Latest Certified Version

    (Version Name | Version Number)

    Conga Order Management1.0.0000 | 1.0
    Conga Approvals
    (Required if you are using Approvals)    		12.1.0256 | 12.256

    Conga Base Library

    (Required if you are using Conga Configuration & Pricing)

    2.1.0203 | 2.203

    Conga CLM Configuration Integration
    (Required if you are using CLM)    		13.1.0157 | 13.157
    Conga Configuration & Pricing   

    13.1.1921 | 13.1921

    Conga Contract Lifecycle Management   12.1.0630 | 12.630
    Conga CPQ API   13.1.0124 | 13.124
    Conga CPQ Approvals   
    (Required if you are using Approvals on CPQ objects)    		12.1.0024 | 12.24
    Conga CPQ Setup   
    (Required if you are using CPQ Admin Console)    		13.1.111 | 13.111
    Conga Deal Maximizer Setup
    (Required if you are using Deal Maximizer)    		7.5.0050 | 7.50
    Conga Promotions
    (Required if you are using Promotions)    		1.0.0000 | 1.0
    Conga Quote Approvals6.5.0005 | 6.5
    Conga Quote Asset Integration6.5.0014 | 6.14

    Conga Quote CLM Integration   

    		10.1.0072 | 10.72
    Conga Quote Configuration Integration   
    (Required if you are using CPQ and Proposal Management)    		13.1.0362 | 13.362
    Conga Quote Management   
    (Required if you are using Proposal Management)    		11.1.0249 | 11.249


  2. Ensure that you have the following packages and dependent packages to upgrade to September '22 release. These packages are required to utilize the new features and enhancements of September '22.

    Product

    Latest Certified Version Name

    		Latest Certified 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 (New)

    3.1.238

    		3.238
    Conga Configuration & Pricing (New)

    14.2038

    		14.2038
    Conga Contract Lifecycle Management (New)

    13.1.683

    		13.683
    Conga Contract-Configuration Integration
    (Required if you are using CLM)

    12.0.0136 

    		12.136
    Conga CPQ API (New)

    14.1.130

    		14.130
    Conga CPQ Setup (New)
    (Required if you are using CPQ Admin Console)

    14.130

    		14.130
    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 (New)

    6.5.0005

    		6.5
    Conga Quote Asset Integration

    6.5.0014 

    		6.14
    Conga Quote CLM Integration (New)

    11.1.0082

    		11.82
    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 for Administrators for information on required post-upgrade tasks.