Upgrading 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.

Note:

Where new objects, fields, or buttons have been added for a feature, we recommend that you add them to any relevant page layouts, profiles, and permission sets. For information on how to do this, see the Salesforce Help.

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

To upgrade this feature to Summer 2024, take the following action.

Upgrade Steps for Summer 2024

Actions	Further Information
Add the following object permissions to the same permission set: Edit access to the Estimate lookup field on the Scoping Session Object Edit access to the Scoping Session object Assign the updated permission set to the user profiles of users who will use Guided Scoping.	Permission Sets and Other Technical Documentation

Multiplying the Hours of an Estimate Product's Role Requests

Upgrade Steps

To upgrade this feature to Summer 2024, take the following action.

Upgrade steps for Summer 2024

Actions	Further Information
In Lightning App Builder, on the Estimate record page, select the SCPQ Actions: Estimate component, then select Show Hours Multiplier Column.	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

SCPQ Actions: Estimate Component Properties Added in Summer 2024

Component Properties	Further Information
Show Hours Multiplier Column	SCPQ Actions Lightning Component Properties

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.

Upgrade Steps for Summer 2024

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

SCPQ Actions: Estimate Component Properties Added in Summer 2024

Component Properties	Further Information
Show Export to CSV File Button	SCPQ Actions Lightning Component Properties

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

Objects Added in Summer 2024

Object
DO NOT USE

Permissions

Upgrade Steps

To upgrade this feature to Summer 2024, take the following action.

Upgrade steps for Summer 2024

Action	Further Information
If you are using custom permission sets, add the new permissions to the appropriate permission sets.	Permission Sets and Other Technical Documentation