October 2023 SRSP Matrix

The following table lists the minimum requirements for installing and using the Conga product suite.

Product

OS (Minimum)

Browser

MS Office

Other

Adobe Sign Services

SEPT '21

Standard Salesforce.com requirements.

Conga supports the following browsers:

Microsoft Edge Chromium
Google Chrome
Apple Safari

Conga recommends the latest version of the browser for the best performance. Conga also recommends its customers to use Microsoft Edge Chromium as the browser of choice.

Note: Internet Explorer is not supported.

N/A

Adobe Sign System Requirements

Approvals

OCT '23

Standard Salesforce.com requirements.

Conga supports the following browsers:

Microsoft Edge Chromium
Google Chrome

Conga recommends the latest version of the browser for the best performance. Conga also recommends its customers to use Microsoft Edge Chromium as the browser of choice.

Note: Internet Explorer is not supported.

N/A

Billing

Oct '23

Standard Salesforce.com requirements.

Conga supports the following browsers:

Microsoft Edge Chromium
Google Chrome
Apple Safari

Conga recommends the latest stable version of the browser for the best performance.

Note: Internet Explorer is not supported.

N/A

Conga Contract Intelligence (Standalone)

FEB '23

N/A

Browser certification is pending.

N/A

Contract Intelligence

SEPT '22

See Conga Contracts, Conga Contracts for Salesforce, Conga CLM, and X-Author for Contracts for details specific to your integration.

Conga supports this product on Google Chrome.

Other browsers are under test.

Conga recommends the latest stable version of the browser for the best performance.

CPQ

FEB '23

Standard Salesforce.com requirements.

Conga supports the following browsers:

Microsoft Edge Chromium
Google Chrome
Apple Safari

Conga recommends the latest stable version of the browser for the best performance.

Note: Internet Explorer is not supported.

Microsoft Word 2007 with Service Pack 2 plus hotfix package 976477 (Word 2007 version number must be greater than 12.0.6520.4999)
Microsoft Word 2010 (32-bit & 64-bit)
Microsoft Office 2019, 2016, 2013, and desktop version of Office 365

Use the latest Microsoft Office Suite for the best performance.

Persona	Functionality	Supported Devices
Sales User	Create and Generate Proposal (full CPQ)	iOS Tablets (iPad)
Sales Manager	Approve, Reject, and Sign Proposal	iOS and Andriod Tablets and Mobile Phones
Approver
Customer

CLM

OCT '23

Standard Salesforce.com requirements.

Conga supports the following browsers:

Microsoft Edge Chromium
Google Chrome
Apple Safari

Conga recommends the latest stable version of the browser for the best performance.

Note: Internet Explorer is not supported.

Microsoft Word 2010 (32 bit & 64 bit) or Office 2010 (32 bit & 64 bit)
Microsoft Office 2019, 2016, 2013, and desktop version of Office 365

Conga recommends the latest Microsoft Office Suite for the best performance.

N/A

CLM (Contracts for Salesforce)

FEB '23

Standard Salesforce.com requirements.

Salesforce Edition:

Performance / Unlimited
Enterprise
Developer Salesforce® Products:
Sales Cloud
Service Cloud
Force.com / App Cloud
Health Cloud
Financial Services Cloud
Quote-to-Cash

Note: Internet Explorer is no longer compatible with Conga Contracts for Salesforce's True-Up user interface in version 1.89 and subsequent versions.

Conga supports the following browsers:

Google Chrome
Mozilla Firefox
See Mozilla getting started to ensure Salesforce works optimally with Firefox, update the browser’s configuration settings.
See Supported browsers for Salesforce Classic. Salesforce Classic is supported with Microsoft® Internet Explorer® version 9, 10, and 11, and Apple® Safari® version 11.x on macOS. The most recent stable versions of Microsoft Edge, Mozilla® Firefox®, and Google Chrome™ are also supported. There are some limitations.
Supported browsers for the Lightning Experience. See the supported browsers and limitations for Lightning Experience.
Recommendations and Requirements for all browsers. For the best experience and security, follow these guidelines.
For all browsers, enable JavaScript, cookies, and TLS 1.2. If TLS 1.2 isn’t available, enable TLS 1.1. Browsers that don’t support TLS 1.1 or TLS 1.2 won’t be able to access Salesforce after we deactivate TLS 1.0. Deactivation has already occurred in sandbox orgs and concludes with production orgs on July 22, 2017.
Some features use iframes to work in Lightning Experience, so you must have the appropriate browser security settings for iframes to load correctly. Follow your browser’s instructions to enable working with iframes and third-party cookies. For example: In Internet Explorer, set the Launching programs and files in IFRAME security setting to Enable or Prompt. In Safari, we recommend changing your privacy settings for cookies to Allow from websites I visit. In Chrome, make sure that Block third-party cookies and site data isn’t selected in the Content settings.
The minimum screen resolution required to support all Salesforce features is 1024 x 768. Lower screen resolutions don’t always properly display Salesforce features such as Report Builder and Page Layout Editor.
For Mac OS users on Apple Safari or Chrome, make sure the system setting Show scroll bar is set to Always.
Some third-party browser plug-ins and extensions can interfere with the functionality of Chatter. If you experience malfunctions or inconsistent behavior with Chatter, disable the browser's plug-ins and extensions and try again.

Template Software:

Conga Contracts for Salesforce supports the latest versions of Microsoft Word and Office 365. Older versions may cause errors and are to be used at your own risk.
Adobe Acrobat® XI, Acrobat Reader
Adobe LiveCycle PDFs are not supported

Mobile:

Compatible with Salesforce1 and all mobile browsers when configured following the documentation.

Collaborate

DEC '21

N/A

Conga supports the following browsers:

Microsoft Edge
Google Chrome
Apple Safari
Mozilla Firefox

N/A

Composer

FEB '23

Standard Salesforce.com requirements.

Salesforce Edition:

Performance / Unlimited
Enterprise
Professional (limitations may exist)
Developer
Sales Cloud
Service Cloud
Force.com / App Cloud
Health Cloud
Financial Services Cloud
Quote-to-Cash

Conga supports the following browsers:

Google Chrome®
- You may have to enable redirects from Composer in Chrome version 64 or higher.
Mozilla Firefox®
- See Mozilla getting started to ensure Salesforce works optimally with Firefox, update the browser’s configuration settings.
See Supported browsers for Salesforce Classic. Salesforce Classic is supported with Microsoft® Internet Explorer® version 11, and Apple® Safari® version 11 on macOS. The most recent stable versions of Microsoft Edge, Mozilla® Firefox®, and Google Chrome™ are also supported. There are some limitations.
Supported browsers for the Lightning Experience.
Recommendations and Requirements for all browsers.

Template Software:

Microsoft Office® 2016 (Mac or PC)
Adobe Acrobat® XI, Acrobat Reader
Adobe LiveCycle PDFs are not supported

Mobile:

Compatible with Salesforce1 Mobile and all mobile browsers when configured following the documentation.

Conga-Dynamics 365 Connector

SUM '21

N/A

Conga supports the following browsers:

Microsoft Edge Chromium
Google Chrome

Conga recommends the latest stable version of the browser for the best performance.

Note: Internet Explorer is not supported.

N/A

CRM:

Microsoft Dynamics 365

Conga Quote-to-Cash for Dynamics 365

SPR '21

N/A

Conga supports the following browsers:

Microsoft Edge Chromium
Google Chrome

Conga recommends the latest stable version of the browser for the best performance.

Note: Internet Explorer is not supported.

N/A

CRM:

Microsoft Dynamics 365

Contracts

FEB '23

Operating systems that support the required browsers.

Conga supports the following browsers:

IE9 for Windows Vista SP2
IE11 for Windows 7 SP1 and Windows 8.1 Update
Google Chrome*
Mozilla Firefox (all versions still officially supported by Mozilla)
Apple Safari (all versions still officially supported by Apple)

*Chrome's support for the following platforms will end in April 2016: (1) Windows XP and Windows Vista (2) Mac OS X 10.6, 10-7, and 10.8, and (3) any 32-bit Linux, as well as Ubuntu 12.04 (Precise) and Debian 7 (Wheezy).

Microsoft Office:

All versions are currently supported by Microsoft.

Mobile:

iOS 4 or higher
Blackberry OS 6.0 or higher
Android 2.3 or higher

Deal Max

WIN '20

N/A

Conga supports the following browsers:

Microsoft Edge Chromium
Google Chrome

Conga recommends the latest version of the browser for the best performance. Conga also recommends its customers to use Microsoft Edge as the browser of choice.

Note: Internet Explorer is not supported.

N/A

Digital Commerce

OCT '23

Standard Salesforce.com requirements.

Conga supports the following browsers:

Microsoft Edge Chromium
Google Chrome
Apple Safari

Conga recommends the latest version of the browser for the best performance. Conga also recommends its customers to use Microsoft Edge Chromium as the browser of choice.

Note: Internet Explorer is not supported.

N/A

DocuSign Services

SEPT '22

Standard Salesforce.com requirements.

Conga supports the following browsers:

Microsoft Edge Chromium
Google Chrome
Apple Safari

Conga recommends the latest version of the browser for the best performance. Conga also recommends its customers to use Microsoft Edge Chromium as the browser of choice.

Note: Internet Explorer is not supported.

N/A

Grid

DEC '21

Standard Salesforce.com requirements.

Salesforce Edition:

Performance / Unlimited
Enterprise
Professional (limitations may exist)
Developer

Conga supports the following browsers:

Microsoft Edge (minimum supported version by Microsoft)
Google Chrome® (minimum supported version by Google)
Apple Safari® (Mac only) (minimum supported version by Apple)
Mozilla Firefox® (minimum supported version by Mozilla)

N/A

Max

SEPT '22

Communication Channels:

Slack
Embedded in Salesforce
Microsoft Teams

Connectivity:

Salesforce

Conga supports the following browsers:

Google Chrome
Apple Safari

Note: Internet Explorer is no longer supported on the Conga Platform.

N/A

OCC (Online Contract Collaboration)

DEC '21

Standard Salesforce.com requirements.

Conga supports the following browsers:

Microsoft Edge Chromium
Google Chrome

Conga recommends the latest stable version of the browser for the best performance.

Note: Internet Explorer is not supported.

N/A

Orchestrate

OCT '23

Standard Salesforce.com requirements.

Salesforce Edition:

Performance / Unlimited
Enterprise
Force.com
Developer

Internet Browsers (latest stable version of):

Microsoft Edge
Google Chrome
Apple Safari (Mac only)
Mozilla Firefox

N/A

Order Management

SEPT '21

Standard Salesforce.com requirements.

Conga supports the following browsers:

Microsoft Edge Chromium
Google Chrome
Apple Safari

Conga recommends the latest stable version of the browser for the best performance.

Note: Internet Explorer is not supported.

N/A

Partner Commerce

OCT '23

Standard Salesforce.com requirements.

Conga supports the following browsers:

Microsoft Edge Chromium
Google Chrome
Apple Safari

Conga recommends the latest version of the browser for the best performance. Conga also recommends its customers to use Microsoft Edge Chromium as the browser of choice.

Note: Internet Explorer is not supported.

N/A

Push Upgrade

DEC '21

Standard Salesforce.com requirements.

Conga Push Upgrade supports the following browsers:

Google Chrome

Conga recommends the latest stable version of the browser for the best performance.

Note: Internet Explorer is not supported.

N/A

Quote Generation

FEB '23

Salesforce Edition:

Professional
Enterprise
Unlimited
Force.com
Developer
Performance

N/A

Rebate Management

SUM '19

Standard Salesforce.com requirements.

Conga supports the following browsers:

Microsoft Edge
Google Chrome

Conga recommends the latest stable version of the browser for the best performance. Conga also recommends its customers to use Microsoft Edge as the browser of choice when using the Angular versions of Conga CPQ.

Note: Internet Explorer is not supported.

Microsoft Word 2007 with Service Pack 2 plus hotfix package 976477 (Word 2007 version number must be greater than 12.0.6520.4999)
Microsoft Word 2010 (32-bit & 64-bit)
Microsoft Office 2019, 2016, 2013, and desktop version of Office 365

Conga recommends usage of the latest Microsoft Office Suite for the best performance.

N/A

Revenue Recognition

WIN '19

Standard Salesforce.com requirements.

Conga supports the following browsers:

Microsoft Edge
Google Chrome

Conga recommends the latest stable version of the browser for the best performance.

Note: Internet Explorer is not supported.

N/A

Sign

FEB '23

Standard Salesforce.com requirements.

Salesforce Edition:

Performance / Unlimited
Enterprise
Professional (limitations may exist)
Developer
Sales Cloud
Service Cloud
Force.com / App Cloud
Health Cloud
Financial Services Cloud
Quote-to-Cash

Conga supports the following browsers:

Google Chrome®
Mozilla Firefox®
- See Mozilla getting started to ensure Salesforce works optimally with Firefox, update the browser’s configuration settings.
See Supported browsers for Salesforce Classic. Salesforce Classic is supported with Microsoft® Internet Explorer® version 9, 10, and 11, and Apple® Safari® version 11.x on macOS. The most recent stable versions of Microsoft Edge, Mozilla® Firefox®, and Google Chrome™ are also supported. There are some limitations.
Supported browsers for the Lightning Experience. See the supported browsers and limitations for Lightning Experience.
Recommendations and Requirements for all browsers. For the best experience and security, follow these guidelines.
- For all browsers, enable JavaScript, cookies, and TLS 1.2. If TLS 1.2 isn’t available, enable TLS 1.1. Browsers that don’t support TLS 1.1 or TLS 1.2 won’t be able to access Salesforce after we deactivate TLS 1.0. Deactivation has already occurred in sandbox orgs and concludes with production orgs on July 22, 2017.
- Some features use iframes to work in Lightning Experience, so you must have the appropriate browser security settings for iframes to load correctly. Follow your browser’s instructions to enable working with iframes and third-party cookies. For example: In Internet Explorer, set the Launching programs and files in IFRAME security setting to Enable or Prompt. In Safari, we recommend changing your privacy settings for cookies to Allow from websites I visit. In Chrome, make sure that Block third-party cookies and site data aren’t selected in the Content settings.
- The minimum screen resolution required to support all Salesforce features is 1024 x 768. Lower screen resolutions don’t always properly display Salesforce features such as Report Builder and Page Layout Editor.
- For Mac OS users on Apple Safari or Chrome, make sure the system setting Show scroll bar is set to Always.
- Some third-party browser plug-ins and extensions can interfere with the functionality of Chatter. If you experience malfunctions or inconsistent behavior with Chatter, disable the browser's plug-ins and extensions and try again.

Template Software:

Microsoft Office® 2016 (Mac or PC)
Adobe Acrobat® XI, Acrobat Reader

Note: Adobe LiveCycle PDFs are not supported

Mobile:

Compatible with Salesforce1 and all mobile browsers when configured following the documentation.

Smart Search

FEB '23

Standard Salesforce.com requirements.

Conga supports the following browsers:

Google Chrome
Safari

Conga recommends the latest stable version of the browser for the best performance.

Note: Internet Explorer is not supported.

N/A

STP

SUM '19

Standard Salesforce.com requirements.

N/A

TurboEngines

SEPT '22

Standard Salesforce.com requirements.

Conga supports the following browsers:

Microsoft Edge Chromium
Google Chrome

Conga recommends the latest stable version of the browser for the best performance.

Note: Internet Explorer is not supported.

N/A

Wizard

SUM '18

Standard Salesforce.com requirements.

Standard Salesforce.com requirements.
See Salesforce PDF.

Note: Internet Explorer is not supported.

N/A

X-Author for Contracts 1.0

SPR '20

Conga X-Author Contracts is a Microsoft Word Add-In that is accessed via Microsoft Word application on your Windows machine. For the X-Author Contracts Add-In to work, the Conga Contract Management package must be installed in your Salesforce Org. This is required so that the various dialog boxes available in X-Author Contracts can display the correct fields. Once this is done by your system administrator, you will be able to install the X-Author Contracts Add-In and begin using it.

New features and technologies are continuously deployed in new releases by Conga X-Author Contracts, and they are supported by Conga where the associated Microsoft OS and/or Microsoft Office versions are also still supported by Microsoft. As Microsoft ends its own support for any OS and/or Office version, subsequent new Conga releases will no longer be developed, tested, or committed to support the application on any Microsoft OS and/or Office version which is no longer supported by Microsoft.

Windows 10

Windows 8 & 8.1

Windows 7

*X-Author supports both the 32-bit & 64-bit versions of the above Operating Systems.

You cannot use a Mac OS X operating system with X-Author Contracts; however, it can be used with a Mac running a Windows Virtual Machine in a Citrix environment.

Microsoft’s Office 365 Online or Cloud applications do not support plugins; therefore, the Conga X-Author Contracts can only be used in a Windows desktop environment.

N/A

Desktop version of Office 365

Microsoft Word 2016 or Office 2016

Microsoft Word 2013 or Office 2013

*Where applicable, X-Author supports 32-bit and 64-bit versions of the above applications.

**The above versions assume you are using Professional or Enterprise versions of Office. Home & Student or other limited versions of Office are not supported and may or may not prove to be compatible with X-Author Contracts.

Note: For some Playbook features to work, you must install Microsoft Word OS Build 17134.228 update. This update is a part of Windows 1803 build.

Microsoft .NET Framework 4.5 or higher

Microsoft Visual Studio 2010 Tools for Office Runtime

Microsoft Office 2010 Primary Interop Assemblies

Salesforce: Unlimited, Enterprise, and Developer Product Editions.

X-Author for Contracts

FEB '23

Windows OS: Windows 10 and Windows 11

Mac operating system:

macOS Mojave (version 10.14.6) and macOS Big Sur (version 11.5.1)

macOS Monterey (Version 12.1)

New features and technologies are continuously deployed in new releases by Conga X-Author Contracts and they are supported by Conga where the associated Microsoft Office versions are also still supported by Microsoft. As Microsoft ends its own support for any Office version, subsequent new Conga releases will no longer be developed, tested, or committed to support the application, on that version.

N/A

For Windows OS:

Microsoft 365 subscription

Semi-Annual Enterprise Channel 2302 and Standalone 2021 office.

Any version which is not supported under Semi-Annual Enterprise Channel by Microsoft as mentioned in this link : https://docs.microsoft.com/en-us/officeupdates/update-history-microsoft365-apps-by-date will not be supported in X-Author for Contracts also.

For Mac OS:

Microsoft 365 Version 16.76
Volume License 2019 (Version 16.65 (22091101))

N/A

XA Chatter

WIN '18

MS Windows 10 Enterprise - 10.0.17134

X-Author Chatter does not work on any Mac OS.

Microsoft .NET Framework 4.0 or higher
Microsoft Office 2010 Primary Interop Assemblies (PIA)
Microsoft Visual Studio 2010 Tools for Office Runtime

Conga supports the following browsers:

Microsoft Edge
Google Chrome

Internet Explorer is not supported.

MS Word - 16.0.10730.20155-64 Bit
MS Powerpoint - 16.0.10730.20205-64 Bit
MS Excel - 16.0.10730.20205-64 Bit
MS Outlook - 16.0.11001.20091-64 Bit

Conga recommends the latest Microsoft Office Suite for the best performance.

The installation process automatically checks if your computer has these components and installs those
that are missing.

XAE

WIN '18

Windows 10
Windows 8.1
Windows 8
Windows 7

N/A

Windows 10: Office 2010, 2013, 2016
Windows 8.1: Office 2010, 2013, 2016
Windows 8: Office 2010, 2013, 2016
Windows 7: Office 2010, 2013

N/A

XA Migration Manager

SUM '19

N/A