New Features and Enhancements in Services CPQ December 2022

The following new features have been introduced in the December 2022 release of Services CPQ.

If you are upgrading from a previous version, see Upgrading to Services CPQ December 2022. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.

Creating Milestones from Line Sets

Milestones can now be created from estimate line sets when creating a project from an estimate or adding an estimate to a project. When adding an estimate to a project, the project must be active to create milestones from line sets. Consequently, when a project is created from an estimate, the project is automatically marked as active. The Amount field on the milestone is populated with the amount of the line set if the line set's billing type is fixed price. If the line set's billing type is time and materials, it's populated with zero.

To support this functionality, we have added the Milestone field onto the Estimate Line Set object. Your administrator can disable this functionality using the new Disable Milestone Creation field on the Services CPQ custom setting. For more information, see Managing Custom Settings from Setup.

Adding an Estimate to a Project

You can now add an estimate to a project from an estimate record page. For more information, see Adding an Estimate to a Project.

Estimate Billing Types

The billing type of the estimate is now automatically set as time and materials, fixed price, or mixed depending on the estimate products' role requests contained in the estimate. 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 billing types, see Estimate Products Overview.

Enhancements in the Builder

Your scroll position and collapsed state of estimate records is now retained for your most recently viewed estimate if you use the same browser on the same device. For more information, see Configuring an Estimate.

Custom Actions

We have created two invocable methods for pushing an estimate to its related opportunity that you can use within Salesforce Flow Builder. One method pushes the entire estimate and the other is configurable so you can select which records to push to opportunity. For more information, see Custom Actions.

Estimate Products

Estimate products are now copied when adding from template or creating an estimate from a template. They are copied as separate estimate product instances and are the current version of the source estimate products. The copied estimate products might therefore be different to the instances of the estimate products that are visible on the template. After adding estimate products from a template, if you edit the source estimate product or the instance of the estimate product on the template, your changes will not be reflected on the copied record. For more information, see Adding from an Estimate Template and Creating an Estimate.

Estimate products will now only be displayed in the Builder when their child records have also finished creating. You will receive a notification when this is complete. The new records will be displayed when the Builder is refreshed. For more information, see Managing Products on an Estimate.

Viewing Errors in the App Log

When creating a project from an estimate or pushing an estimate to an opportunity, if any estimate products fail to copy, you can now view errors in the related app log record. For more information, see App Log.

Hours Breakdown

The number of role requests that can be viewed in the Hours Breakdown has been limited to 30 to prevent timeouts when too many role requests are selected. For more information, see Hours Breakdown.

Permissions

For information about the changes to permissions in this release, see Permission Sets and Other Technical Documentation.

Fixes

Fixes are listed on the Known Issues page of the FinancialForce Community. You can access this page from the Community Support Hub. For a brief description of the issues that have been fixed in this version of Services CPQ, see the relevant section of the Known Issues page.