Upgrading to Services CPQ October 2022

This section describes changes to make for the following features when upgrading to October 2022:

• Upgrading to Services CPQ October 2022
• Creating Multiple Projects from an Estimate
• Rows in the Estimate Builder
• Margin in the Estimate Builder
• Suggested Resource Field
• Services to Salesforce CPQ Integration
• Permissions

Creating Multiple Projects from an Estimate

Upgrade Steps

No upgrade steps are required to upgrade this feature to October 2022.

Included in This Feature

This section details the items that have been added in this release.

Fields

Fields Added in October 2022

Field	Object	Further Information
Project	Estimate Product Instance	Estimate Product Instance Fields
Pushed to Opportunity
Source Estimate Product Instance	Project Source	Project Source Fields in the PSA Help

Rows in the Estimate Builder

Upgrade Steps

No upgrade steps are required to upgrade this feature to October 2022.

Included in This Feature

This section details the items that have been added in this release.

Lightning Component Buttons

Buttons Added in October 2022

Button	Description	Further Information
	Collapses all records in the builder so that only the highest level records are visible.	Estimate Builder Component Buttons
	Expands all records in the builder so that all of the estimate's records are visible.

Margin in the Estimate Builder

Upgrade Steps

No upgrade steps are required to upgrade this feature to October 2022.

Included in This Feature

This section details the items that have been added in this release.

SCPQ Estimate Builder Component Fields

SCPQ Estimate Builder Component Fields Added in October 2022

Field	Description	Further Information
Margin (Percent)	The margin of the record as a percentage of the total amount.	Estimate Builder Component Fields

SCPQ Estimate Builder Component Properties

SCPQ Estimate Builder Component Properties Added in October 2022

Component Property	Further Information
Show Margin (Amount)	Estimate Builder Lightning Component Properties
Show Margin (Percent)

Suggested Resource Field

Upgrade Steps

No upgrade steps are required to upgrade this feature to October 2022.

Included in This Feature

This section details the items that have been added in this release.

Fields

Fields Added in October 2022

Field	Object	Further Information
Suggested Resource	Estimate Role Request	Estimate Role Request Fields

Custom Setting Fields

Custom Setting Fields Added in October 2022

Field	Custom Setting	Further Information
Disable Role Request Suggested Resource	Services CPQ Settings	Managing Custom Settings from Setup

Services to Salesforce CPQ Integration

Upgrade Steps

To upgrade this feature to October 2022, take the following action.

Upgrade steps for October 2022

Action	Further Information
In Feature Console, using the Services to Salesforce CPQ Integration feature, create a custom action named Create Estimate and add it to the quote line editor in Salesforce CPQ.	Setting up the Services to Salesforce CPQ Integration
In Feature Console, using the Services to Salesforce CPQ Integration feature, override the New action for the Estimate object.

Included in This Feature

This section details the items that have been added in this release.

Fields

Fields Added in October 2022

Field	Object	Further Information
Quote	Estimate	Estimate Fields
Quote Line
Quote Line Group
Estimate Product Instance	Quote Line	Quote Line Fields

Permissions

Upgrade Steps

To upgrade this feature to October 2022, take the following action.

Upgrade steps for October 2022

Action	Further Information
If you are using custom permission sets, add the new permissions to the appropriate permission sets.	Permission Sets and Other Technical Documentation