Upgrading Conga Connector

This page describes the changes to make when upgrading to Summer 2024.

See the Upgrade Steps section under each feature for details of any action required. If you don't want to use or upgrade an optional feature, you can skip the upgrade steps for that feature. To perform upgrade steps in your org, you must be assigned administrator permissions.

See the Included in This Feature section under each feature for details of items such as objects, fields, or buttons that have been added in this release.

Note:

Where new objects, fields, or buttons have been added for a feature, we recommend that you add them to any relevant page layouts, profiles, and permission sets. For information on how to do this, see the Salesforce Help.

For information on new features and changes to existing features in Summer 2024, see New Features and Enhancements in Conga Connector Summer 2024.

Upgrading From Versions Prior to Spring 2022.

If you are upgrading from versions of Conga Connector earlier than Spring 2022, you must complete a set of mandatory steps to avoid errors. For more information, see Upgrading Conga Connector Spring 2022

Re-imagine Automated Collections with Conga Statements

Upgrade Steps

To start using this feature in Summer 2024, take the following action.

Upgrade Steps for Summer 2024
Action	Further Information
Extract the Attach Customer Statement PDF Conga solution and configure it.	Additional Setup to Attach Customer Statement PDFs

Included in this Feature

New Conga Solution