New Features and Enhancements in Services CPQ May 2024

The following new features have been introduced in the May 2024 release of Services CPQ.

If you are upgrading from a previous version, see Upgrading to Services CPQ May 2024. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.

Guided Scoping Usability Enhancements

Cloning a Scoping Session

You can now clone an existing scoping session directly from a Scoping Session record page.

For more information, see Creating an Estimate in a Scoping Session and Scoping Session Fields.

Cloning a Scoping Requirement Set

You can now clone scoping requirement sets directly from a Scoping Requirement Set record page. For more information, see Clone an Existing Scoping Requirement Set.

Display or Hide Notes

When creating an estimate within a scoping session, you can now choose whether to display or hide the Notes section by clicking Hide/Display.

For more information, see Creating an Estimate in a Scoping Session.

Dragging and Dropping in Scoping Requirement Sets

We have introduced the ability to drag and drop within your scoping requirement set, facilitating the reordering of your requirement sets. You can:

  • Drag and drop sections.
  • Drag and drop requirements between sections.
  • Drag and drop requirements within the section they currently belong to.
  • Drag and drop responses within the requirement they belong to.
Note:

You cannot drag responses into requirements that they do not belong to.

For more information, see Create a Scoping Requirement Set

Setting up a Scoping Requirement Set

You can now set up a scoping requirement set directly from your Scoping Requirement Set record page. This enables you to add requirements, sections, and responses to each of your scoping requirement sets more efficiently.

For more information, see Create a Scoping Requirement Set.

Estimate Builder Usability Enhancements

Keyboard Shortcuts

We have enhanced the Estimate Builder by adding additional keyboard shortcuts. You can now complete the following actions using keyboard shortcuts:

  • Collapse All
  • Cut
  • Delete
  • Deselect All
  • Expand All
  • Save
  • Select All
Note:

You can now also cut rows in the Estimate Builder using the right-click menu. For more information, see Adding Line Sets to an Estimate, Adding Tasks to an Estimate, and Adding Role Requests to an Estimate.

For more information, see Estimate Builder Keyboard Shortcuts.

Fill Handle

We have added a fill handle to the Estimate Builder. The fill handle enables you to copy cell values by clicking and dragging one or more cells, and dropping them into other cells. The cells can be dragged in any direction in the Hours Breakdown view and only vertically in the Work Breakdown view.

You can also use the fill handle to copy phases across from the top row of the Hours Breakdown view of the Builder.

To support this enhancement, rows are now reordered by clicking and dragging Drag and Drop to the left of the row in the Estimate Builder.

For more information, see Using the Hours Breakdown, Configuring an Estimate and Adding Estimate Phases to an Estimate.

Recalculate Hours

We have added a Recalculate Hours button to the Estimate Builder in the Hours Breakdown view. Recalculating hours enables you to recalculate your role requests' spread of hours according to their associated work calendar.

For more information, see Using the Hours Breakdown.

Adding Estimate Templates to Estimate Products Enhancements

We have made the following enhancements to the Add Estimate Templates feature:

  • You can now add multiple templates to a single estimate product.
  • We have enhanced the user interface to allow you to switch between card view and list view when adding templates to a product.
  • We have added a new filter panel which enables you to filter the templates in your org.

For more information, see Adding Product Items to Estimate Products.

Custom Actions

We have created new invocable methods for adding estimate records to opportunity and adding estimate records to opportunity asynchronously. To facilitate these changes, we have deprecated the existing push to opportunity and push entire estimate to opportunity custom actions. If you are currently using the deprecated actions, we recommend that you migrate to the new invocable methods.

We have also introduced invocable methods for adding estimate records to existing projects and creating a project from estimate records. You can use these invocable actions within Salesforce Flow Builder. For more information, see Custom Actions.

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.