SECTIONSUpgrading to Services CPQ September 2024
This page describes the changes to make when upgrading to September 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 September 2024, see New Features and Enhancements in Services CPQ September 2024.
Adding Billable Contingencies to an Estimate
Upgrade Steps
To upgrade this feature to September 2024, take the following action.
|
Action |
Further Information |
|---|---|
| Assign read permission for the Contingency object to all Services CPQ users, even if you don't intend on using this feature. Without these permissions, users cannot view or edit an estimate record. | |
| If you are currently using the Summer 2024 version of Services CPQ, you must navigate to the Estimate Contingency object in Setup. In the Buttons, Links, and Actions tab, for the Lightning Experience Override field, select Lightning component and select "ffscpq:ec_createContingencyQuickAction" from the picklist. Click Save. | |
| If you are currently using the Summer 2024 version of Services CPQ, you must navigate to the Estimate Contingency object in Setup. Delete the DO NOT USE page layout that was introduced in the Summer 2024 release. In the Replace with Page Layout field, select "Estimate Contingency Layout" from the picklist. Click Replace. | |
| Add the Create Estimate Contingency button to the Estimate page layout. | |
| Add the new Estimate Contingency fields listed in the Fields section to the Estimate Contingency page layout. | Estimate Contingency Fields |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Fields
|
Field |
Object |
Further Information |
|---|---|---|
| Bill Amount | Estimate Contingency | |
| Billable Amount (Estimate Currency) | Estimate Contingency | |
| Description | Estimate Contingency | |
| Estimate | Estimate Contingency | |
| Estimate Line Set | Estimate Contingency | |
| Estimate Product Instance | Estimate Contingency | |
| Estimate Role Request | Estimate Contingency | |
| Estimate Task | Estimate Contingency |
Monthly Estimating in the Hours Breakdown
Upgrade Steps
No upgrade steps are required to upgrade this feature to September 2024.
Guided Scoping Usability Enhancements
Custom Response
Upgrade Steps
No upgrade steps are required to upgrade this feature to September 2024.
Scoping Session Sections
Upgrade Steps
No upgrade steps are required to upgrade this feature to September 2024.
Set Input as Value
Upgrade Steps
To upgrade this feature to September 2024, take the following action.
|
Action |
Further Information |
|---|---|
|
Manually add the following values to the Action Type picklist on the Scoping Action object:
|
For more information about editing picklists, see the Salesforce Help. |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
|
Action |
Object |
Further Information |
|---|---|---|
| Set Input as Value | Scoping Session |
Rate Card Matching Enhancement
Upgrade Steps
To upgrade this feature to September 2024, take the following action.
| Action | Further Information |
|---|---|
| To disable rate card matching, set the disable-rate-card-matching configuration option to true. | Resource Request Settings |
Permissions
Upgrade Steps
To upgrade this feature to September 2024, take the following action.
|
Action |
Further Information |
|---|---|
| If you are using custom permission sets, add the new permissions to the appropriate permission sets. |