Conga Upgrade Assistant helps you to auto-upgrade your Salesforce org with the latest packages, including major releases, patch releases, and hotfixes.  

Installing Conga Upgrade Assistant 

The Conga Upgrade Assistant package must be installed to register and auto-upgrade your Salesforce org with the latest packages.

Prerequisites

  • Conga Community portal credentials
  • Installation key

Reach out to the Conga support team for the installation key.

To Install Conga Upgrade Assistant

Install the latest version of the Conga Upgrade Assistant package.

  1. Log into the Conga Community portal.
  2. Go to Get Started > Install Center.

  3. In the My Packages navigation link, click CPQ or Contract Management depending on which product you have. A list of packages is displayed based on the product selection. 

  4. On the Conga Upgrade Assistant tile, do one of the following:
    1. Click Install in Production to install the packages in your production environment.
    2. Click Install in Sandbox to install the packages in your sandbox.
    3. To install a specific version, click Details on the package tile, and select the required version. Choose from Install in Production and Install in Sandbox. A Salesforce login screen is displayed.

  5. Enter Salesforce login credentials and click Log In. 

  6. Enter the installation key provided by Conga. 

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

    • Install for Admins Only: This is the default setting. Apply this access level to disable all object permissions. 

    • Install for All Users: Apply this access level to assign users permissions to read, create, edit, delete, view all, and modify all for all objects in the CPQ or Contract Lifecycle Management package. 

    • Install for Specific Profiles: Apply this access level to assign permissions to specific users to read, create, edit, delete, view all, and modify all, for the pricing-related objects in the CPQ or Contract Lifecycle Management package. 

  8. Click Install.

Auto registration

After installation, when you select Conga Upgrade Assistant from Salesforce App Launcher, a pop-up message is displayed. Review the message and click Open. Conga Upgrade Assistant is registered, and a confirmation message is displayed in a new tab in the same window. The confirmation message pop-up closes automatically after a few seconds, and you can close the tab. For subsequent logins, this message is not displayed, instead you are directed to the Installed Packages tab.

Navigating the Conga Upgrade Assistant User Interface

The Conga Upgrade Assistant user interface allows administrators to auto-upgrade packages installed in your Salesforce org. They can also schedule upgrades based on specific releases.

To open Conga Upgrade Assistant UI, go to Salesforce App Launcher, enter Conga Upgrade Assistant, and click Conga Upgrade Assistant. By default, the Installed Packages tab is opened. 

Registering for Auto Upgrade

When you launch the tool for the first time, you are redirected to the Installed Packages tab, which prompts you to allow access to the org information. Click Allow Access to complete the auto-registration. An email notification is sent to your registered email ID.

Overview of the Conga Upgrade Assistant UI

This user interface comprises three main tabs. 

  1. Installed Packages: View the package details currently installed in your Salesforce org. Manage access and auto-upgrades for the packages. 
  2. Instant Upgrade: View upgrade job records performed to date. This tab displays the list of job records, upgrades to the latest GA (General Availability) packages, and allows you to upgrade packages to a specific release.
  3. Schedule Upgrade: View the list of scheduled jobs initiated for auto-upgrade. This tab allows you to schedule an upgrade for the org at a given date and time.