SECTIONSUpgrading to Services CPQ April 2023
This page describes the changes to make when upgrading to April 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.
For information on new features and changes to existing features in April 2023, see New Features and Enhancements in Services CPQ April 2023.
Vendor Line Items
Upgrade Steps
To upgrade this feature to April 2023, take the following action.
|
Action |
Further Information |
|---|---|
| Assign the SCPQ - Manage Estimate Vendor Line Items permission set to users that you want to use vendor line items on estimates. | Permission Sets and Other Technical Documentation |
| Add a related list to the Estimate Page Layout for Estimate Vendor Line Items. | |
| In Lightning App Builder, on the Estimate record page, add a tab named Vendor Line Items next to the Expenses tab. | |
| In Lightning App Builder, on the Estimate record page, add the FF Highlights Lightning component to the Vendor Line Items tab. Then, select the Estimate Vendor Line Items Highlights configuration in the properties pane. | |
| In Lightning App Builder, on the Estimate record page, add a related list for Estimate Vendor Line Items to the Vendor Line Items tab. |
Included in This Feature
This section details the items that have been added in this release.
Custom Setting Fields
|
Custom Setting Field |
Custom Setting |
Further Information |
|---|---|---|
| Disable Vendor Line Items | Services CPQ Settings |
Fields
|
Field |
Object |
Further Information |
|---|---|---|
| Total Vendor Line Item Amount | Opportunity Product |
Objects
|
Object |
Further Information |
|---|---|
| Estimate Vendor Line Items |
Refreshing Role Request Rates
Upgrade Steps
To upgrade this feature to April 2023, take the following action.
|
Action |
Further Information |
|---|---|
| In Lightning App Builder, on the Estimate record page, select the SCPQ Actions: Estimate component, then select Show Refresh Rates. |
Included in This Feature
This section details the items that have been added in this release.
Lightning Component Properties
|
Component Properties |
Further Information |
|---|---|
| Show Refresh Rates |
Cloning an Estimate
Upgrade Steps
To upgrade this feature to April 2023, take the following action.
|
Action |
Further Information |
|---|---|
|
Assign the following permission sets to users that you want to clone estimates:
|
Included in This Feature
This section details the items that have been added in this release.
Buttons
|
Button |
Object |
Further Information |
|---|---|---|
| Clone Estimate | Estimate |
Field Sets
|
Field Set |
Object |
Further Information |
|---|---|---|
| Estimate Fields Excluded From Cloning | Estimate |
Enhancements to Discounting
Upgrade Steps
To upgrade this feature to April 2023, take the following action.
|
Action |
Further Information |
|---|---|
| Enable the Services CPQ April 2023 feature in Feature Console to recalculate field values on estimates, tasks, and line sets for all estimates. |
Custom Actions
Upgrade Steps
No upgrade steps are required to upgrade this feature to April 2023.
Adding from Template
Upgrade Steps
No upgrade steps are required to upgrade this feature to April 2023.
Hiding Buttons in the Builder
Upgrade Steps
To upgrade this feature to April 2023, take the following action.
|
Action |
Further Information |
|---|---|
| [Optional] In Lightning App Builder, select the SCPQ Estimate Builder component, then deselect Show Add Line Set Button or Show Add Task Button to hide the buttons. |
Included in This Feature
This section details the items that have been added in this release.
Lightning Component Properties
|
Component Properties |
Further Information |
|---|---|
| Show Add Line Set Button | |
| Show Add Task Button |
Creating a Project from Estimate Flow
Upgrade Steps
No upgrade steps are required to upgrade this feature to April 2023.
Field Mappings
Upgrade Steps
No upgrade steps are required to upgrade this feature to April 2023.
Grouping Criteria
Upgrade Steps
No upgrade steps are required to upgrade this feature to April 2023.
Deprecated Fields
Upgrade Steps
To upgrade this feature to April 2023, take the following action.
|
Action |
Further Information |
|---|---|
| Remove the Apply Discount to Expense field from the Estimate Page Layout. |
Included in This Feature
This section details the items that have been deprecated and do not work in this release.
Fields
|
Field |
Object |
Further Information |
|---|---|---|
| Apply Discount to Expense | Estimate |
Permissions
Upgrade Steps
To upgrade this feature to April 2023, take the following action.
|
Action |
Further Information |
|---|---|
| If you are using custom permission sets, add the new permissions to the appropriate permission sets. |