Skip to main content
Conga Support

Upgrading from a Previous Version of Conga Courier

Upgrading from a previous version is easily accomplished by installing the latest version of Conga Courier from the AppExchange and setting the active Page Layout.  Previously created Schedules are retained. 

Do not uninstall your current version of Conga Courier!

If you uninstall your current version of Conga Courier, you will lose all of the Conga Courier components that you’ve already built.

To upgrade Conga Courier:

  1. Install the most recent version of Conga Courier.
  2. From the Conga Courier listing on the AppExchange, install Conga Courier by clicking Get It Now.

  3. Set the active Page Layout.

  4. Set the active Page Layout for the Schedules object.

  5. Choose Setup > Build > Create > Objects.

  6. Click Courier Schedule.

  7. Scroll to the Page Layouts section.

  8. Click Page Layout Assignment, then Edit Assignment

  9. Click the first row under the Page Layout header, then shift-click on the last row. This will select all of the rows.

  10. If you have Performance (Unlimited) or Enterprise Edition, for the Page Layout to Use field, choose Courier Schedule Layout (UE/EE only).

    Or

    If you have Professional Edition, for the Page Layout to Use field, choose Courier Schedule Layout (Professional Edition).

  11. Click Save.

  • Was this article helpful?