SECTIONSNew Features and Enhancements in Services CPQ Spring 2024
The following new features have been introduced in the Spring 2024 release of Services CPQ.
If you are upgrading from a previous version, see Upgrading to Services CPQ Spring 2024. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.
Guided Scoping
We have implemented several improvements in guided scoping.
Enhanced Support for Scoping Actions
The following enhancements have been made to scoping actions:
- You can now create scoping actions targeting estimate products on estimates created from scoping sessions.
- Email, phone, and URL fields are now supported when creating a Set Field Value scoping action.
- When creating or editing an action, the requirement body and response body of the selected requirement response are now displayed, enabling you to easily identify the requirement response that belongs to the action.
- When applying conditions to a scoping action and selecting a source field, such as Source Role Request, only source role requests within the estimate product are now displayed when selecting a value.
For more information, see Creating a Scoping Action.
Optimized Scoping Session Page
The following enhancements have been made to the Scoping Session page:
- You can now organize an estimate product's requirements into drop-down sections, which are displayed in a scoping session.
- When adding estimate products to a scoping session, the estimate products are now displayed as cards by default. You can also now filter the estimate products that are displayed, and an administrator can choose the fields that are displayed in the Filter panel.
- You can now add notes to your scoping requirement responses. We have also added the Files related list, enabling you to attach any files to the scoping session.
- We have added the Scoping Session field to the Estimate page layout, which enables you to easily view the scoping session that an estimate was created from.
For more information, see Creating an Estimate in a Scoping Session.
Improved Error Handling
When creating an estimate from a scoping session, if a primary estimate for the opportunity already exists, an error message is displayed. You can now rectify this directly within the window by deselecting the Primary checkbox. Previously, only the error message was displayed and therefore prevented rectification of the error within the window.
Services CPQ – Salesforce CPQ Connector
You can now create a scoping session directly from the quote line editor. For more information, see Creating a Scoping Session from a Quote.
For more information, see Guided Scoping Overview.
Work Calendars in the Hours Breakdown
The Hours Breakdown view in the Builder can now take account of a role request's associated work calendar. Subsequently, schedule exception records are created to account for any non-working time in a resource's work calendar. Icons are also displayed in the Hours Breakdown if there are any holidays or the role request is over allocated according to the associated work calendar.
You can choose whether individual estimates respect work calendars. If the Use Work Calendars for Scheduling field is selected on an estimate, hours are not allocated on non-working days specified in that work calendar. An administrator can choose the default value for this field.
The hours breakdown of a role request is also now maintained when using the following actions:
- Add from Template
- Create Estimate from Template
- Create Template from Estimate
- Manage Products
- Move Estimate Dates
The hours are adjusted according to the work calendars within the dates of the estimate to which the role request is copied.
For more information, see Using the Hours Breakdown and Hours Breakdown Overview.
Updated Cost Rate Icons
We have swapped the colors of the icons displayed next to the cost rate of a role request. Now, a 
is displayed if it's higher than the rate on the related rate card, while a 
is displayed if it's lower than the rate on the related rate card. This is to better reflect the consequences of the changing cost rate, by displaying in red if you might make a loss and green if you might make a profit. For more information, see Overriding Role Request Rates.
Einstein Discovery in Services CPQ
We have introduced Einstein Discovery into Services CPQ, facilitated by the new Services CPQ Advanced Analytics app in Business Analytics.
The Services CPQ Advanced Analytics app creates an Estimate Win Rate (%) dataset and model. The model informs an Einstein Predictions component that is used to predict the percentage win rate of your estimate. For more information, see Training Estimate Win Rate (%) Models, Estimate Win Rate Input Fields, and Predicted Estimate Win Rate (%) Component.
We have also introduced the new Simulate Estimate Win Rate quick action to the Estimate record page, which is informed by the Estimate Win Rate (%) model. This new action enables you to enter values to simulate how changes to estimate values would impact the percentage predicted win rate of the estimate. The simulation response values are based on historical estimate data and predict the win rate of the estimate's associated opportunity. Any changes made in the Simulate Estimate Win Rate window are not reflected in the Estimate Builder. For more information, see Simulating the Win Rate of an Estimate and Services CPQ Advanced Analytics Overview.
Your administrator must run the Services CPQ Einstein Discovery Setup feature in Feature Console. For more information, see Enabling and Disabling Features.
Overriding Fields on Copied Role Requests
You can now override the field values of copied role requests when using the Add from Template, Create Estimate, and Manage Product actions. An administrator can define the fields that can be overridden using the new Copied Record Override Fields field set on Estimate Role Request, and the Copied Role Request Override Field Set field in the Services CPQ custom setting. For more information, see the following topics:
- Adding from an Estimate Template
- Creating an Estimate
- Managing Products on an Estimate
- Services CPQ Settings
Mass Adjust Rates of Estimates Previously Added to Opportunity
You can now use the Mass Adjust Rates action on estimates that have previously been added to opportunity. This is useful if you need to override the rates of role requests after adding the estimate to the related opportunity. For more information, see Overriding Role Request Rates and Adding an Estimate to an Opportunity.
Populating Milestones on Resource Requests when Creating Projects
You can now populate the Milestone field on the Resource Request object when creating a project from an estimate. The created resource requests will be consolidated within their associated line sets. Your administrator can disable this functionality using the Disable Population of Milestone on RR field in the Services CPQ Settings custom setting. For more information, see Services CPQ Settings.
When resource requests are associated with line sets and the Create Milestone checkbox is selected. The resource requests will now maintain their relationship with their associated milestones when you are creating a project from an estimate. For more information, see Creating a Project from an Estimate.
Overview Tab on the Estimate Record Page
We have introduced an Overview tab on the Estimate record page.
- We have added an Estimate Product Overview grid that displays a high-level summary of the estimate products in your estimate.
- By default, the grid displays the following columns: Name, Net Amount, Amount, Cost Amount, Margin (%), Duration (Days), and Status. The Status column displays an Added to Opportunity, Project Created or, Draft status. The Draft status represents an estimate product that hasn't been added to opportunity or created a project yet.
- Right-click a column header to show a menu with options to hide columns, add columns, or sort columns in ascending or descending order.
- A drop-down enables you to display the estimate products in their respective currencies or select a currency to display all of the estimate products in. This enables you to easily compare estimate product totals. This drop-down will only display if the Disable Multi-Currency Estimates field in the Services CPQ Settings custom setting is disabled and when there is more than one currency represented in the estimate.
- You can filter the Estimate Product Overview by role, practice, group, and region by clicking
. - You can also exclude non-billable expenses and estimate vendor line items from the grid by deselecting the corresponding checkboxes in the filter panel.
For more information, see Configuring an Estimate.
Custom Action to Add to Project from Estimate Asynchronously
We have created an invocable method for adding estimate records to a project asynchronously that you can use within Salesforce Flow Builder. For more information, see Custom Actions.
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 - Spring 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.