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

Caution

It is recommended to download and install the required packages in a Salesforce sandbox org before installing them in your production environment. For information on installing and upgrading in a sandbox, please contact the Support team before you install any packages.

Install the packages in the following order.

Order

Package

Install Center tab to access the package

Required?

1Conga Contract Lifecycle ManagementContract ManagementY
2

Conga Partner Commerce

(Required only if you are using Partner Commerce)

CPQY
3Conga Digital CommerceCPQY
4

Conga Quote Management

CPQY
5Conga Base LibraryContract ManagementY
6

Conga Configuration & Pricing

CPQY
7

Conga Quote Configuration Integration

IntegrationsY
8

Conga Quote Asset Integration

CPQY
9Conga CPQ SetupCPQY
10Conga CPQ APICPQY
11

Conga Promotions

CPQY
12

Conga Order Management

(Required only if Partner Commerce package is installed)

CPQY
13

Conga Billing

(Required only if Cybersource Payment package is installed)

BillingY

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

To install the Partner Commerce managed packages

  1. Go to the Resources Install Center tab on the Conga Community Portal.
  2. In My Packages navigation link, click CPQ and scroll down to Conga Partner Commerce, from the VERSION drop-down, select the version that you want to install.

  3. Click Install Version.

  4. Select the environment in which you want to install the packages.

    • To install the packages in your production environment, click Install in Production.
      - OR -
      To install the packages in your sandbox, click Install in Sandbox.

  5. In the Salesforce login screen, enter your login credentials and click Log In.

  6. On the Upgrade page, enter the password provided by Conga.

  7. Select the profile for which you want to install the package. 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 Approvals package. 

    • Apply other access levels to assign users permissions to Read, Create, Edit, Delete, View All, and Modify All for specific objects in the Approvals package.

      If permission is not enabled for a profile, you can apply Conga-provided Apttus Ecommerce Permission Set to enhance the access levels of the user profile. To assign a permission set, select it from the Available Permission Sets box and click Add. To remove a permission set assignment, select it from the Enabled Permission Sets box and click Remove. For more information, see Conga Digital Commerce Permission Set.


  9. Click Set.

  10. Click Upgrade.

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

Important

Ensure that at least CPQ and Digital Commerce package licenses are assigned to an admin user, community user, and guest user.