SECTIONSNew Features and Enhancements in Services CPQ Spring 2023
The following new features have been introduced in the Spring 2023 release of Services CPQ.
If you are upgrading from a previous version, see Upgrading to Services CPQ Spring 2023. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.
FinancialForce is Now Certinia
We have made the following changes to align with our new Certinia brand:
- The publisher name has been updated to Certinia
- Package names no longer reference FinancialForce
- In most cases, text referring to FinancialForce has been replaced with Certinia
For more information about these updates and related text changes, see the Package Name Updates article in the Certinia Community and the Technical Documentation Pack.
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.
We have also updated the PS Cloud - Services CPQ Certinia Academy module to include the new features introduced in Spring 2023.
Dependencies on Other Certinia Packages
You must install PSA Summer 2022 before installing or upgrading to this release of Services CPQ.
Estimated Expenses
A budget record is now created when creating a project from an estimate or adding an estimate to a project. The amount of all estimated expenses associated with the selected estimate products are added to the Expense Amount field of the budget. For more information, see Creating a Project from an Estimate.
Calculating Role Request Hours by Percentage
You can now calculate the hours of a role request by a specified percentage of the total hours of its parent record, or a specified percentage of the total hours of a selected role. For more information, see Calculating Hours by Percentage.
Moving Estimate Dates
We have created an invocable method for moving the dates of multiple estimates that you can use within Salesforce Flow Builder. For more information, see Custom Actions.
Generating Documents for Estimates
We have added output templates for use with Output Builder, which enables you to generate a document with the estimate's information. You can do this using the new Generate Document button on an estimate. For more information, see Generating a Document from an Estimate.
Milestones
We have introduced a new Create Milestone checkbox that enables you to prevent line sets from being copied as milestones when creating a project from an estimate. Your administrator can disable this functionality using the Disable Milestone Creation field in the Services CPQ custom setting. For more information, see Managing Custom Settings from Setup and Adding Line Sets to an Estimate.
Hiding the Billing Type Column
We have added the option to hide the Billing Type column from the Estimate Builder component. This is useful if your business only uses one billing type. For more information, see Estimate Builder Lightning Component Properties.
Adding from Template
When you add records from template to an estimate, we have changed the following scheduling options:
- Offset start date from selected date: The earliest record is offset from this date by the same number of days that the earliest record is offset from the estimate start date in the template estimate. All other record dates are then calculated relative to this date. Previously, this option was Starting on estimate start date.
- Offset end date from selected date: The latest record is offset from this date by the same number of days that the latest record is offset from the estimate end date in the template estimate. All other record dates are then calculated relative to this date. Previously, this option was Ending on estimate end date.
For more information, see Adding from an Estimate Template.
Field Mappings
We have created the following mapping pages:
- Estimate Task to Project Task Mappings
- Line Set to Milestone Mappings
This enables administrators to map fields to the relevant object, ensuring the required data is transferred. The page can be accessed by navigating to the relevant tab from the list above, or using the Services CPQ Administration page. For more information, see Services CPQ Administration.
Push to Opportunity
You can now repush edited estimate products to opportunity using the Push to Opportunity action. Previously, in the February 2023 release, edited records were automatically repushed. We have also introduced sections to the Push to Opportunity and Create Project actions, enabling you to see which products have been previously pushed to opportunity and which are yet to be pushed. For more information, see Pushing an Estimate to an Opportunity and Creating a Project from an Estimate.
Opportunity Product Preview
We have added summary cards to the drop-downs in the Opportunity Product Preview step of the push to opportunity and create project from estimate flows, so that you can easily see the breakdown of the amount of the opportunity products that will be created.
Custom Actions
We have created an invocable method for copying all related records from one estimate to another that you can use within Salesforce Flow Builder. For more information, see Custom Actions.
Disabling Triggers
We have added the Services CPQ Trigger Settings custom setting, which contains the Bypass Estimate Product Instance Trigger field. For more information, see Managing Custom Settings from Setup.
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 Certinia 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.