Upgrading to Services CPQ May 2023

This page describes the changes to make when upgrading to May 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 May 2023, see New Features and Enhancements in Services CPQ May 2023.

Vendor Line Items

Upgrade Steps

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

Project Task Ordering

Upgrade Steps

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

Services to Salesforce CPQ Connector

Upgrade Steps

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

Upgrade steps for May 2023

Action	Further Information
[Optional] Assign the Services to Salesforce CPQ Connector Estimate Compact Layout as the primary compact layout for the Estimate object.	For more information about compact layouts, see the Salesforce Help.
Revert step 1 of the Services to Salesforce CPQ Connector feature in Feature Console, then launch it again to create the new template content records.	Feature Console Including Estimates in Quote Documents
Delete the old Role Requests Breakdown and Estimate Tasks Breakdown template content records.

Enhancements to Discounting

Upgrade Steps

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

Included in This Feature

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

Fields

Fields Added in May 2023

Field	Object	Further Information
Discount (%)	Estimate Line Set	Estimate Line Set Fields
	Estimate Product Instance	Estimate Product Instance Fields
Total Discount	Estimate Role Request	Estimate Role Request Fields

Select Estimate Products Window

Upgrade Steps

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

Opportunity and Project Preview

Upgrade Steps

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

Custom Actions

Upgrade Steps

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

Permissions

Upgrade Steps

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

Upgrade steps for May 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