Upgrading to Services CPQ December 2022

This page describes the changes to make when upgrading to December 2022.

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 December 2022, see New Features and Enhancements in Services CPQ December 2022.

Creating Milestones from Line Sets

Upgrade Steps

Upgrade Steps for December 2022

Action

Further Information

[Optional] Select the Disable Milestone Creation checkbox in the Services CPQ Settings custom setting to disable the creation of milestones from line sets when creating a project from an estimate or adding an estimate to a project.

 Managing Custom Settings from Setup

Included in This Feature

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

Custom Setting Fields

Custom Setting Fields added in December 2022

Custom Setting Fields

Further Information
Disable Milestone Creation Managing Custom Settings from Setup

Fields

Fields Added in December 2022

Field

Object

Further Information
Milestone Estimate Line Set

Estimate Line Set Fields

Adding an Estimate to a Project

Upgrade Steps

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

Upgrade Steps for December 2022

Action

Further Information
If you have edited the Estimate Record Page, you must add the Add to Existing Project action to the SCPQ Actions: Estimate Lightning component. In Lightning App Builder, select the SCPQ Actions: Estimate component, then select Show Add to Existing Project.

Included in This Feature

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

SCPQ Actions: Estimate Component Properties

Lightning Component Properties Added in December 2022

Component Properties

Further Information
Show Add to Existing Project

Estimate Billing Types

Upgrade Steps

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

Note:

When Services CPQ December 2022 is installed, a post install script will automatically run to populate the Billing Type field on estimates that currently have no billing type. The populated value will be Fixed Price, Time & Materials, or Mixed, depending on the billing types of the role requests contained in the estimate. For more information about the post install script, see the Services CPQ Apex API Developer Reference.

Enhancements in the Builder

Upgrade Steps

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

Custom Actions

Upgrade Steps

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

Estimate Products

Upgrade Steps

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

Included in This Feature

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

Fields

Fields Added in December 2022

Field

Object

Further Information
Processing Estimate Product Instance

Estimate Product Instance Fields

Viewing Errors in the App Log

Upgrade Steps

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

Hours Breakdown

Upgrade Steps

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

Permissions

Upgrade Steps

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

Upgrade steps for December 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