Upgrading to Services CPQ January 2024
This page describes the changes to make when upgrading to January 2024.
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 January 2024, see New Features and Enhancements in Services CPQ January 2024.
Guided Scoping
Upgrade Steps
To upgrade this feature to January 2024, take the following action.
|
Action |
Further Information |
|---|---|
| Add the Scoping Session related list to the Opportunity page layout. | Setting up Guided Scoping |
| Add the Scoping Requirement Set related list to the Estimate Product page layout. | |
| Assign the SCPQ - Manage Scoping Requirement Sets permission set to administrators who need to set up guided scoping. | Permission Sets and Other Technical Documentation |
| Assign the SCPQ - Manage Scoping Sessions permission set to users who need to use scoping sessions. |
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 |
|---|---|---|
| Guided Scoping Flow Identifier | Services CPQ Settings | Services CPQ Settings |
| Scoping Session Estimate Product Fields |
Fields
|
Field |
Object |
Further Information |
|---|---|---|
| Source Line Set | Estimate Line Set | |
| Source Role Request | Estimate Role Request | Estimate Role Request Fields |
| Source Role Skill Request | Estimate Role Skill Request | Estimate Role Skill Request Fields |
| Source Estimate Task | Estimate Task | Estimate Task Fields |
| Source Vendor Line Item | Estimate Vendor Line Item | Estimate Vendor Line Item Fields |
| Source Estimated Expense | Estimated Expense | Estimated Expense Fields |
Field Sets
|
Field Set |
Object |
Further Information |
|---|---|---|
| Scoping Session Estimate Product Fields | Estimate Product |
Lightning Components
|
Component |
Description |
Further Information |
|---|---|---|
| SCPQ Scoping Session | Enable users to respond to requirements in a scoping session. |
Objects
|
Object |
Further Information |
|---|---|
| Scoping Action | |
| Scoping Action Condition | Scoping Action Condition Fields |
| Scoping Requirement | Scoping Requirement Fields |
| Scoping Requirement Response | Scoping Requirement Response Fields |
| Scoping Requirement Result | Scoping Requirement Result Fields |
| Scoping Requirement Set | Scoping Requirement Set Fields |
| Scoping Session | Scoping Session Fields |
| Scoping Session Estimate Product | Scoping Session Estimate Product Fields |
Retaining Desired Schedules with Estimate Actions
Upgrade Steps
No upgrade steps are required to upgrade this feature to January 2024.
Included in This Feature
This section details the items that have been added in this release.
Custom Actions
|
Custom Actions |
Further Information |
|---|---|
| Move Estimate Dates Asynchronously |
Estimate Record Page Usability Enhancements
Upgrade Steps
To upgrade this feature to January 2024, take the following action.
|
Action |
Further Information |
|---|---|
| Add the Add to Opportunity, Create Project, Add to Existing Project, and Create Template from Estimate buttons to the Estimate page layout. | Lightning Page Templates in the Salesforce Help |
| Add a new section named Cost Contingency to the Details tab in the Estimate page layout. | |
| Add the Cost Contingency and Apply Discount to Cost Contingency fields to the Cost Contingency section of the Estimate page layout. | |
| Remove the Variables and Actions tabs. | |
| Change the Lightning page template for the estimate record page to Grouped Header and One Region. Leave the default template region mappings selected. |
Cloning Estimates to Different Opportunities
Upgrade Steps
No upgrade steps are required to upgrade this feature to January 2024.
Custom Action in Services CPQ – Salesforce CPQ Connector
Upgrade Steps
No upgrade steps are required to upgrade this feature to January 2024.
Field Mappings in Services CPQ – Salesforce CPQ Connector
Included in This Feature
This section details the items that have been added in this release.
Upgrade Steps
To upgrade this feature to January 2024, take the following action.
|
Action |
Further Information |
|---|---|
| Assign the SCPQ Connector - Administrator permission set to administrators who need to set up Estimate Product Instance to Quote Line Mappings. | Permission Sets and Other Technical Documentation |
| Add the SCPQ Connector Actions: Custom Mappings component to the Services CPQ Administration page. | Services CPQ Administration |
Permissions
Upgrade Steps
To upgrade this feature to January 2024, take the following action.
|
Action |
Further Information |
|---|---|
| If you are using custom permission sets, add the new permissions to the appropriate permission sets. |
SECTIONS