Upgrading to Services CPQ Winter 2024

Professional Services Cloud

This page describes the changes to make when upgrading to Winter 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 Winter 2024, see New Features and Enhancements in Services CPQ Winter 2024.

Winter 2024 contains changes for the September 2023 release. For details of the upgrade steps required, see Upgrading to September 2023.

Dependencies on Other Certinia Packages

Upgrade Steps

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

Upgrade steps for Winter 2024

Action

Further Information

Ensure PSA Summer 2023 or later and Foundations Spring 2023 or later are installed. Contact your Customer Support representative if you are on an earlier version.  Setting up Services CPQ

Multi-Currency Estimate Products

Upgrade Steps

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

Upgrade steps for Winter 2024

Action

Further Information

Remove the Vendor Line Item Total Cost Amount and Vendor Line Item Total Bill Amount fields from the Estimate page layout.

Estimate Fields

Enabling and Disabling Features

Add the Total Cost Amount of Vendor Line Items and Total Bill Amount of Vendor Line Items fields to the Estimate page layout.
Perform step 1 of the Services CPQ Winter 2024 Upgrade feature in Feature Console to recalculate and populate the amount fields on estimates and estimate product instances to enable multi-currency estimates.

Custom Setting Fields

Custom Setting Fields Added in Winter 2024

Custom Setting Field

Custom Setting

Further Information

Disable Multi-Currency Estimates Services CPQ Settings

Services CPQ Settings

Estimate Phases

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2024.

Included in This Feature

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

Custom Setting Fields

Custom Setting Fields Added in Winter 2024

Custom Setting Field

Custom Setting

Further Information

Disable Estimate Phases Services CPQ Settings

Services CPQ Settings

Objects

Objects Added in Winter 2024

Object

Further Information

Estimate Phase

Estimate Phase Fields

Estimate Phase Type Estimate Phase Type Fields

Sub-tasks in the Estimate Builder

Upgrade Steps

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

Upgrade steps for Winter 2024

Action

Further Information

Perform step 2 of the Services CPQ Winter 2024 feature in Feature Console to populate the Estimate Line Set field on role requests that are associated with tasks and line sets. Enabling and Disabling Features

Custom Setting Fields

Custom Setting Fields Added in Winter 2024

Custom Setting Field

Custom Setting

Further Information

Maximum Sub-Task Hierarchy Depth Services CPQ Settings

Services CPQ Settings

Fields

Fields Added in Winter 2024

Field

Object

Further Information

Cumulative Task Discount (%) Estimate Task

Estimate Task Fields

Parent Estimate Task
Top-Level Parent Estimate Task

Indenting and Outdenting Records in the Estimate Builder

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2024.

Setting an Estimate as Primary

Upgrade Steps

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

Upgrade steps for Winter 2024

Action

Further Information

Add the Unset as Primary button to the Estimate page layout.   Setting an Estimate as Primary
From Setup, on the Estimate page layout, select the Read-Only checkbox for the Primary field.

Overriding Region, Practice, and Group of Copied Role Requests

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2024.

Using the Improved Hours Breakdown

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2024.

Included in This Feature

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

Custom Setting Fields

Custom Setting Fields Added in Winter 2024

Custom Setting Field

Custom Setting

Further Information

Disable Hours Breakdown and Schedules Services CPQ Settings

Services CPQ Settings

Using the Hours Breakdown

Moving Estimate Dates

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2024.

Viewing Record Details from the Estimate Builder

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2024.

Adjusting Estimate Builder Height

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2024.

Included in This Feature

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

Lightning Component Properties

Estimate Builder Component Properties Added in Winter 2024

Component Properties

Further Information

Height (Pixels)

Estimate Builder Lightning Component Properties

Configuring Processes

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2024.

Included in This Feature

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

Custom Setting Fields

Custom Setting Fields Added in Winter 2024

Custom Setting Field

Custom Setting

Further Information

Default Maximum Queueable Stack Depth Services CPQ Process Settings

Services CPQ Process Settings

Permissions

Upgrade Steps

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

Upgrade steps for Winter 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

Certinia Help Is Now Available from help.certinia.com

No steps are required to upgrade this feature. The Help links are automatically updated when you upgrade Services CPQ.

For more information, see Certinia Help URL.

Release Content

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2024.