Upgrading to Services CPQ Winter 2023

This page describes the changes to make when upgrading to Winter 2023.

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 Winter 2023, see New Features and Enhancements in Services CPQ Winter 2023.

Adding an Estimate to a Project

Upgrade Steps

To upgrade this feature to Winter 2023, take the following action.

Upgrade Steps for Winter 2023

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 Winter 2023

Component Properties

Further Information
Show Add to Existing Project

Estimate to Project Field Mappings

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2023.

Enhancements in the Builder

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2023.

Suggested Resource Rates

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2023.

Creating Estimates using Custom Actions

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2023.

Services to Salesforce CPQ Integration

Upgrade Steps

To upgrade this feature to Winter 2023, take the following action.

Upgrade steps for Winter 2023

Action

Further Information
Add the Estimate Product field to the Line Editor field set on the Quote Line object.

For information on the quote line editor and field sets, see the Salesforce Help.

Permissions

Upgrade Steps

To upgrade this feature to Winter 2023, take the following action.

Upgrade steps for Winter 2023

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