Upgrading to Services CPQ Spring 2023

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

Certinia Academy: Release Highlights

If you want to learn more about the new features in this release, see the PS Cloud - Spring 2023 Release Highlights Certinia Academy module. This module will guide you through the new features in our PS Cloud products.

Upgrade Steps

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

Dependencies on Other Certinia Packages

Upgrade Steps

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

Upgrade steps for Spring 2023

Action	Further Information
Ensure PSA Summer 2022 is installed. Contact your Customer Support representative if you are on an earlier version.	Setting up Services CPQ

Estimated Expenses

Upgrade Steps

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

Calculating Role Request Hours by Percentage

Upgrade Steps

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

Included in This Feature

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

Fields

Fields Added in Spring 2023

Field	Object	Further Information
Calculated Hours	Estimate Role Request	Estimate Role Request Fields
Percent Allocation for Calculated Hours
Role for Calculated Hours

Moving Estimate Dates

Upgrade Steps

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

Generating Documents for Estimates

Upgrade Steps

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

Upgrade steps for Spring 2023

Action	Further Information
In Feature Console, using the Output Builder Upgrade feature, create a permission set, create a HTML output template, related output template body records, and add the Generate Document button to the Estimate page layout. Note: Output Builder must be installed in your org. To install it, contact your CertiniaCustomer Support representative.	Generating a Document from an Estimate

Buttons

Buttons Added in Spring 2023

Button	Description	Further Information
Generate Document	Generates a document for the estimate in Output Builder using the default output template.	Generating a Document from an Estimate

Milestones

Upgrade Steps

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

Upgrade steps for Spring 2023

Action	Further Information
In Lightning App Builder, on the Estimate record page, add a related list for Estimate Line Sets to the Related tab.	Adding Line Sets to an Estimate
Add the Create Milestone field to the Estimate Line Set page layout.
Assign the SCPQ - Create Milestones from Line Sets permission set to users who need to create milestones from line sets.	Permission Sets and Other Technical Documentation

Hiding the Billing Type Column

Upgrade Steps

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

Upgrade steps for Spring 2023

Action	Further Information
[Optional] In Lightning App Builder, select the SCPQ Estimate Builder component, then deselect Show Billing Type Column to hide the Billing Type column.	Estimate Builder Lightning Component Properties

Included in This Feature

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

Lightning Component Properties

SCPQ Estimate Builder Component Properties Added in Spring 2023

Component Properties	Further Information
Show Billing Type Column	Estimate Builder Lightning Component Properties

Adding from Template

Upgrade Steps

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

Fields Mappings

Upgrade Steps

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

Push to Opportunity

Upgrade Steps

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

Opportunity Product Preview

Upgrade Steps

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

Custom Actions

Upgrade Steps

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

Disabling Triggers

Upgrade Steps

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

Included in This Feature

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

Custom Settings

Custom Settings Added in Spring 2023

Custom Setting	Further Information
Services CPQ Trigger Settings	Managing Custom Settings from Setup

Permissions

Upgrade Steps

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

Upgrade steps for Spring 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