SECTIONSUpgrading to Services CPQ Summer 2024
This page describes the changes to make when upgrading to Summer 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 Summer 2024, see New Features and Enhancements in Services CPQ Summer 2024.
Estimate Builder Usability Enhancements
Upgrade Steps
No upgrade steps are required to upgrade this feature to Summer 2024.
Guided Scoping Usability Enhancements
Managing Scoping Actions
Upgrade Steps
No upgrade steps are required to upgrade this feature to Summer 2024.
Multiplying the Hours of an Estimate Product's Role Requests
Upgrade Steps
To upgrade this feature to Summer 2024, take the following action.
|
Actions |
Further Information |
|---|---|
| In Lightning App Builder, on the Estimate record page, select the SCPQ Actions: Estimate component, then select Show Hours Multiplier Column. |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Lightning Component Properties
|
Component Properties |
Further Information |
|---|---|
| Show Hours Multiplier Column |
Visual Indicators in the Estimate Builder
Upgrade Steps
No upgrade steps are required to upgrade this feature to Summer 2024.
Exporting the Estimate Builder
Upgrade Steps
To upgrade this feature to Summer 2024, take the following action.
|
Action |
Further Information |
|---|---|
| In Lightning App Builder, on the Estimate record page, select the SCPQ Actions: Estimate component, then select Show Export to CSV File Button. | Estimate Builder Lightning Component Properties |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Lightning Component Properties
|
Component Properties |
Further Information |
|---|---|
| Show Export to CSV File Button |
Guided Scoping Using Generative AI
Upgrade Steps
No upgrade steps are required to upgrade this feature to Summer 2024.
Reserved for Future Use
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Objects
|
Object |
|---|
| DO NOT USE |
Permissions
Upgrade Steps
To upgrade this feature to Summer 2024, take the following action.
|
Action |
Further Information |
|---|---|
| If you are using custom permission sets, add the new permissions to the appropriate permission sets. |