SECTIONSNew Features and Enhancements in Services CPQ Winter 2024
The following new features have been introduced in the Winter 2024 release of Services CPQ.
If you are upgrading from a previous version, see Upgrading to Services CPQ Winter 2024. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.
Winter 2024 contains changes introduced in the September 2023 release. For details of the new features and enhancements introduced, see New Features and Enhancements in September 2023.
Multi-Currency Estimate Products
We have made the following changes to support multi-currency estimate products.
Managing Estimate Products
You can now add estimate products of a different currency to the estimate in the Manage Products window. Your administrator can disable this functionality using the Disable Multi-Currency Estimates field in the Services CPQ Settings custom setting. For more information, see Services CPQ Settings and Managing Products on an Estimate.
Pushing to Opportunity
When estimate products are pushed to opportunity to become opportunity products, they are converted to the opportunity currency. The resource requests will retain the same currency as their related role requests when pushed to opportunity. For more information, see Pushing an Estimate to an Opportunity.
In the Select Estimate Products window, the net amount is now displayed in the estimate product currency. Previously, the net amount was displayed in the estimate currency. In the Opportunity Preview window, the net amount is now displayed in both the estimate product and estimate currency.
Creating an Estimate Project
When creating a project from an estimate, all selected estimate products must be in the same currency. For more information, see Creating a Project from an Estimate.
When adding estimate records to an existing project, only estimate products in the same currency as the project will be displayed in the Add to Existing Project window. We have also introduced the Projects Related to This Estimate Only checkbox in the Add to Existing Project window that enables you to only display the projects that are related to the estimate. For more information, see Adding an Estimate to a Project.
Retaining or Converting Template Currency
When creating an estimate from a template or adding from an estimate template, you can now choose to retain the currencies from the template or convert the related records to the currency of the estimate. For more information, see Adding from an Estimate Template and Creating an Estimate Template
Syncing an Estimate with a Quote
In the Services CPQ – Salesforce CPQ Connector, when syncing an estimate with a quote, we have introduced an Estimate Product Details window. This window enables you to specify the currency and the estimate product that will be created for an estimate from the associated quote lines. For more information, see Syncing an Estimate with a Quote.
Amount Fields
To support currency conversion, we have added the new Total Cost Amount of Vendor Line Items and Total Bill Amount of Vendor Line Items fields to the Estimate object. To accommodate this change, we have deprecated the Vendor Line Item Total Cost Amount and Vendor Line Item Total Bill Amount fields. This ensures that when an estimate contains estimate products of different currencies, the totals display the converted values in the estimate's currency.
Your administrator can recalculate and populate the amount fields on estimates and estimate product instances to enable multi-currency estimates using Feature Console. For more information, see Estimate Fields and Enabling and Disabling Features.
Custom Actions
We have created invocable methods for syncing an estimate with a quote and adding multiple estimate products to estimates that you can use within Salesforce Flow Builder. For more information, see Custom Actions.
Estimate Phases
You can now add estimate phases to an estimate in the Hours Breakdown view of the Estimate Builder. This enables you to select which phase a week of an estimate belongs to. Your administrator can create estimate phase types which determine the estimate phases that are available for selection, and select a color to enable differentiation of the phases in the Estimate Builder. For more information, see Creating Estimate Phase Types and Adding Estimate Phases to an Estimate.
Sub-tasks in the Estimate Builder
We have introduced sub-tasks to the Estimate Builder, improving granularity in the estimation process. Your administrator can specify the maximum depth of sub-tasks enabled within the Builder using the Maximum Sub-Task Depth field in the Services CPQ Settings custom setting. For more information, see Adding Tasks to an Estimate, Discounting Estimates, and Services CPQ Settings.
Indenting and Outdenting Records in the Estimate Builder
You can now indent and outdent records in the Estimate Builder to change a record’s place in the hierarchy as a parent or child record. This improves efficiency and customization when building an estimate. To do this, right-click the record, then click Indent Rows or Outdent Rows. For more information, see Adding Line Sets to an Estimate, Adding Tasks to an Estimate, and Adding Role Requests to an Estimate.
Setting an Estimate as Primary
You can now use the new Unset as Primary button to unset an estimate as the primary one for the associated opportunity. Unsetting an estimate as primary removes any related records that have been pushed to the associated opportunity. For more information, see Setting an Estimate as Primary and Pushing an Estimate to an Opportunity.
Overriding Region, Practice, and Group of Copied Role Requests
You can now specify the region, practice, and group of all the role requests copied from a selected template when creating an estimate from a template or adding from an estimate template. You can also specify the region, practice, and group for all the role requests related to the selected estimate products when adding estimate products to an estimate. If you don't specify any of these, the region, practice, and group of the role requests will be retained from their related estimate template or estimate product. For more information see, Creating an Estimate Template, Adding from an Estimate Template, and Managing Products on an Estimate.
Using the Improved Hours Breakdown
When editing the weekly hours of a role request in the Hours Breakdown view in the Estimate Builder, the hours of any parent records now also update to include the new hours of the role request. Previously, they only updated when any changes were saved. For more information, see Using the Hours Breakdown.
Your administrator can now disable the Hours Breakdown view in the Estimate Builder, which also disables the creation of schedule records in Services CPQ. For more information, see Services CPQ Settings.
Moving Estimate Dates
You can now move estimate dates after the estimate has been pushed to the related opportunity. For more information, see Changing Estimate Dates and Creating a Project from an Estimate.
Viewing Record Details from the Estimate Builder
We have introduced the new View Details button to the Estimate Builder which enables you to view a record's details in a new tab. For more information, see Configuring an Estimate.
Adjusting Estimate Builder Height
You can now customize the height of the Estimate Builder. For more information, see Estimate Builder Lightning Component Properties.
Configuring Processes
We have renamed the Services CPQ Trigger Settings custom setting to Services CPQ Process Settings, to accommodate the addition of the new Default Maximum Queueable Stack Depth field. An administrator can use this new settings to amend the default maximum stack depth for queueable processes in Services CPQ. For more information, see Services CPQ Process Settings.
Certinia Help Is Now Available from help.certinia.com
You can now access the Certinia Help and Technical Reference from help.certinia.com.
We have updated all the Help links included in Services CPQ Winter 2024. For more information, see Certinia Help URL.
Release Content
We want to help you find all of the information and resources that you need to use our products effectively.
Certinia Academy
If you want to learn more about the new features in this release, see the PS Cloud - Winter 2024 Release Highlights Certinia Academy module. This module will guide you through the new features in PS Cloud.
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.