SECTIONSUpgrading to Services CPQ May 2024
This page describes the changes to make when upgrading to May 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 May 2024, see New Features and Enhancements in Services CPQ May 2024.
Guided Scoping Usability Enhancements
Cloning a Scoping Session
Upgrade Steps
No upgrade steps are required to upgrade this feature to May 2024.
Cloning a Scoping Requirement Set
Upgrade Steps
No upgrade steps are required to upgrade this feature to May 2024.
Display or Hide Notes
Upgrade Steps
No upgrade steps are required to upgrade this feature to May 2024.
Dragging and Dropping in Scoping Requirement Sets
Upgrade Steps
No upgrade steps are required to upgrade this feature to May 2024.
Setting up a Scoping Requirement Set
Upgrade Steps
No upgrade steps are required to upgrade this feature to May 2024.
Estimate Builder Usability Enhancements
Keyboard Shortcuts
Upgrade Steps
No upgrade steps are required to upgrade this feature to May 2024.
Fill Handle
Upgrade Steps
No upgrade steps are required to upgrade this feature to May 2024.
Recalculate Hours
Upgrade Steps
To upgrade this feature to May 2024, take the following action.
|
Action |
Further Information |
|---|---|
| [Optional] Select the Show Recalculate Hours checkbox in the Lightning App Builder to add the Recalculate Hours button to the Estimate Builder. | Estimate Builder Lightning Component Properties |
Included in This Feature
This section details the items that have been added in this release.
Buttons
|
Button |
Object |
Further Information |
|---|---|---|
| Recalculate Hours | Estimate Builder |
Lightning Component Properties
|
Component Properties |
Further Information |
|---|---|
| Show Recalculate Hours Button |
Adding Estimate Templates to Estimate Products Enhancements
Upgrade Steps
No upgrade steps are required to upgrade this feature to May 2024.
Custom Actions
Upgrade Steps
No upgrade steps are required to upgrade this feature to May 2024.
Permissions
Upgrade Steps
To upgrade this feature to May 2024, take the following action.
|
Action |
Further Information |
|---|---|
| If you are using custom permission sets, add the new permissions to the appropriate permission sets. |