Upgrading to Services CPQ Summer 2023

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

Creating an Estimate

Upgrade Steps

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

Upgrade steps for Summer 2023

Action

Further Information
[Optional] Specify the field set you want to provide the fields displayed in estimate template summaries when creating an estimate or estimate template. To do this, enter the field set's API name in the Create Estimate Template Summary field in the Services CPQ Settings custom setting. Managing Custom Settings from Setup

Included in This Feature

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

Custom Setting Fields

Custom Setting Fields Added in Summer 2023

Custom Setting Field

 Custom Setting

Further Information
Create Estimate Template Summary Services CPQ Settings

Managing Custom Settings from Setup

Services CPQ – Salesforce CPQ Connector

Upgrade Steps

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

Upgrade steps for Summer 2023

Action

Further Information
Perform step 3 of the Services CPQ – Salesforce CPQ Connector feature in Feature Console to add the Sync with Estimate button to the quote line editor.

Enabling and Disabling Features

Syncing an Estimate with a Quote

Enable the Services CPQ Summer 2023 feature in Feature Console to create estimate product quote line records for estimates which have previously been pushed to quote. This enables the deletion of records when their associated record is deleted.

Included in This Feature

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

Objects

Objects Added in Summer 2023

Object

Further Information
Estimate Product Quote Line

Estimate Product Quote Line Fields

Estimated Expenses

Upgrade Steps

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

Upgrade steps for Summer 2023

Action

Further Information
Add the Non-Billable field to the Estimated Expenses Page Layout.

Estimated Expense Fields

Add the Non-Billable field to the Estimated Expenses related list on the Estimate page layout.
Add the Non-Billable field to the Estimated Expenses related list on the Opportunity page layout.

Included in This Feature

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

Fields

Fields Added in Summer 2023

Field

Object

Further Information
Non-Billable Estimated Expenses

Estimated Expense Fields

Product Field

Upgrade Steps

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

Upgrade steps for Summer 2023

Action

Further Information
Add a new section named Records Independent of Estimate Products to the Estimate page layout.

Creating an Estimate

Add the Product, Pushed to Opportunity, and Project fields to the Records Independent of Estimate Products section of the Estimate page layout.

If you want to push independent records to opportunity on any existing estimates, you must populate the Product field on the estimate. This is used to create an opportunity product when pushing records independent of estimate products to opportunity.

Editing Pushed Schedules

Upgrade Steps

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

Discounting by Bill Rate

Upgrade Steps

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

Upgrade steps for Summer 2023

Action

Further Information
[Optional] In Lightning App Builder, select the SCPQ Estimate Builder component, then select Show Discounted Bill Rate Column in the properties pane to show the Discounted Bill Rate column.

Estimate Builder Lightning Component Properties

Discounting Estimates

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 Summer 2023

Component Properties

Further Information
Show Discounted Bill Rate Column

Estimate Builder Lightning Component Properties

Disabling Triggers

Upgrade Steps

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

Included in This Feature

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

Custom Setting Fields

Custom Setting Fields Added in Summer 2023

Custom Setting Field

 Custom Setting

Further Information
Bypass Estimate Trigger   Services CPQ Trigger Settings  

Managing Custom Settings from Setup
Bypass Estimated Expense Trigger
Bypass Estimate Line Set Trigger
Bypass Estimate Role Request Trigger

Bypass Estimate Task Trigger
Bypass Vendor Line Item Trigger

Permissions

Upgrade Steps

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

Upgrade steps for Summer 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