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.

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 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.

Upgrade Steps for January 2024

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 Fields Added in January 2024

Custom Setting Field

Custom Setting

Further Information

Guided Scoping Flow Identifier   Services CPQ Settings Services CPQ Settings
Scoping Session Estimate Product Fields

Fields

Fields Added in January 2024

Field

Object

Further Information

Source Line Set Estimate Line Set

Estimate Line Set Fields

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 Sets Added in January 2024

Field Set

Object

Further Information

Scoping Session Estimate Product Fields Estimate Product

Estimate Product Field Sets

Lightning Components

Lightning Components Added in January 2024

Component

Description

Further Information

SCPQ Scoping Session Enable users to respond to requirements in a scoping session.

Services CPQ Lightning Components

Creating an Estimate in a Scoping Session

Objects

Objects Added in January 2024

Object

Further Information

Scoping Action

Scoping Action Fields

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 Added in January 2024

Custom Actions

Further Information

Move Estimate Dates Asynchronously

Custom Actions

Estimate Record Page Usability Enhancements

Upgrade Steps

To upgrade this feature to January 2024, take the following action.

Upgrade Steps for January 2024

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.

Upgrade Steps for January 2024

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.

Upgrade steps for January 2024

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