SECTIONSUpgrading to Services CPQ Spring 2024
This page describes the changes to make when upgrading to Spring 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 Spring 2024, see New Features and Enhancements in Services CPQ Spring 2024.
Guided Scoping
Enhanced Support for Scoping Actions
Upgrade Steps
No upgrade steps are required to upgrade this feature to Spring 2024.
Optimized Scoping Session Page
Upgrade Steps
To upgrade this feature to Spring 2024, take the following action.
| Step |
Action |
Further Information |
|---|---|---|
| 1 |
Add the Scoping Session field to any of the page layouts that your org uses for the Estimate object. |
|
| 2 |
Add the Section field to any of the page layouts that your org uses for the Scoping Requirement object. |
Scoping Requirement Fields |
| 3 | Add the Files related list to any of the page layouts that your org uses for the Scoping Session object. | Creating an Estimate in a Scoping Session |
| 4 | In Lightning App Builder, on the Scoping Session record page, add a tab named Related next to the Requirements tab. | |
| 5 | Add the Files related list to the Related tab. |
Included in This Feature
This section details the items that have been added in this release.
Custom Setting Fields
|
Custom Setting Field |
Custom Setting |
Further Information |
|---|---|---|
| Scoping Session Est Prod Filter Fields | Services CPQ Settings |
Fields
|
Field |
Object |
Further Information |
|---|---|---|
| Scoping Session | Estimate | |
| Section | Scoping Requirement | Scoping Requirement Fields |
| Notes | Scoping Requirement Result | Scoping Requirement Result Fields |
Field Sets
|
Field Set |
Object |
Further Information |
|---|---|---|
| Scoping Session Estimate Product Filter Fields | Estimate Product |
Improved Error Handling
Upgrade Steps
No upgrade steps are required to upgrade this feature to Spring 2024.
Services CPQ – Salesforce CPQ Connector
Upgrade Steps
To upgrade this feature to Spring 2024, take the following action.
|
Action |
Further Information |
|---|---|
| Perform step 4 of the Services CPQ – Salesforce CPQ Connector feature in Feature Console to add the Create Scoping Session button to the quote line editor. | Setting up the Services CPQ – Salesforce CPQ Connector |
| Assign the Services CPQ – Salesforce CPQ Connector Scoping Session Layout page layout to your users. Alternatively, add the Quote field to any of the page layouts that your org uses for the Scoping Session object. | Scoping Session Fields |
Included in This Feature
This section details the items that have been added in this release.
Buttons
|
Button |
Object |
Further Information |
|---|---|---|
| Create Scoping Session | Quote |
Fields
|
Field |
Object |
Further Information |
|---|---|---|
| Quote | Scoping Session |
Page Layouts
|
Page Layout |
Object |
Further Information |
|---|---|---|
| Services CPQ – Salesforce CPQ Connector Scoping Session Layout | Scoping Session |
Work Calendars in the Hours Breakdown
Upgrade Steps
To upgrade this feature to Spring 2024, take the following action.
|
Action |
Further Information |
|---|---|
| Add the Use Work Calendars for Scheduling field to the Estimate Layout page layout. If you use other page layouts for this object, you must add this field to those layouts. | Estimate Fields |
| [Optional] Set the Use Work Calendars for Scheduling field to true on existing estimates so that the Hours Breakdown view respects work calendars. | Using the Hours Breakdown |
Included in This Feature
This section details the items that have been added in this release.
Custom Setting Fields
|
Custom Setting Field |
Custom Setting |
Further Information |
|---|---|---|
| Ignore Work Calendars by Default | Services CPQ Settings |
Fields
|
Field |
Object |
Further Information |
|---|---|---|
| Use Work Calendars for Scheduling | Estimate |
Updated Cost Rate Icons
Upgrade Steps
No upgrade steps are required to upgrade this feature to Spring 2024.
Einstein Discovery in Services CPQ
Upgrade Steps
To upgrade this feature to Spring 2024, take the following action.
|
Action |
Further Information |
|---|---|
| Assign the SCPQ - Einstein Discovery permission set to users who need to use Einstein Discovery. | Permission Sets and Other Technical Documentation |
| Enable the Services CPQ Einstein Discovery Setup feature in the Feature Console. | Enabling and Disabling Features |
| Map the Estimate Win Rate (%) model fields to the Estimate fields. | Training Estimate Win Rate (%) Models |
| Add the Simulate Estimate Win Rate button to the Estimate page layout. | Simulating the Win Rate of an Estimate |
|
Custom Setting Field |
Custom Setting |
Further Information |
|---|---|---|
| Estimate Win Rate Prediction ID | Services CPQ Settings | |
| HMAC Signing Secret | Services CPQ Security Settings | Services CPQ Security Settings |
Overriding Fields on Copied Role Requests
Upgrade Steps
No upgrade steps are required to upgrade this feature to Spring 2024.
Included in This Feature
This section details the items that have been added in this release.
Custom Setting Fields
|
Custom Setting Field |
Custom Setting |
Further Information |
|---|---|---|
| Copied Role Request Override Field Set | Services CPQ Settings |
Field Sets
|
Field Set |
Object |
Further Information |
|---|---|---|
| Copied Record Override Fields | Estimate Role Request |
Mass Adjust Rates of Estimates Previously Added to Opportunity
Upgrade Steps
No upgrade steps are required to upgrade this feature to Spring 2024.
Populating Milestones on Resource Requests when Creating Projects
Included in This Feature
This section details the items that have been added in this release.
Custom Setting Fields
|
Custom Setting Field |
Custom Setting |
Further Information |
|---|---|---|
| Disable Population of Milestone on RR | Services CPQ Settings |
Overview Tab on the Estimate Record Page
Included in This Feature
This section details the items that have been added in this release.
Upgrade Steps
To upgrade this feature to Spring 2024, take the following action.
|
Action |
Further Information |
|---|---|
| Add the Overview tab to the Estimate record page. | Configuring an Estimate |
Custom Action to Add to Project from Estimate Asynchronously
Upgrade Steps
No upgrade steps are required to upgrade this feature to Spring 2024.
Release Content
Upgrade Steps
No upgrade steps are required to upgrade this feature to Spring 2024.
Permissions
Upgrade Steps
To upgrade this feature to Spring 2024, take the following action.
|
Action |
Further Information |
|---|---|
| If you are using custom permission sets, add the new permissions to the appropriate permission sets. |