Upgrading to Advanced Quoting Summer 2025

This page describes the changes to make when upgrading to Summer 2025.

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 2025, see New Features and Enhancements in Advanced Quoting Summer 2025.

Release Content

Enhancements to User Experience of Advanced Quoting with Lightning

We've made enhancements to streamline customer quotation line tasks in Lightning.

Upgrade Steps

To upgrade this feature to Summer 2025, take the following action.

Note:

If you are upgrading Advanced Quoting from a version previous to Winter 2023, see Adopting Lightning in Customer Quotations.

Upgrade Steps in Summer 2025

Action	Further Information
Ensure the users who are going to manage customer quotations are assigned the OIM Advance Quoting - Manage Customer Quotations permission set, or manually assign all the required permissions to your custom permissions.	Permission Sets and Other Technical Documentation

Included in This Feature

This section details the items that have been added, updated, or deleted in this release.

Lightning Components

Lightning Components Updated for This Feature in Summer 2025

Component	Update Description	Further Information
OIM Advanced Quoting - Customer Quotation Lines Grid	This grid has been updated to support picklist fields.	OIM Advanced Quoting - Customer Quotation Lines Grid Lightning Component Fields

Field Sets

Field Sets Updated for This Feature in Summer 2025

Field Set	Update Description	Further Information
CQ Item Field Set	These field sets include now the Parent Line Item field added to the OIM Advanced Quoting - Customer Quotation Lines Grid.	Customer Quotation Line Field Sets   For more information about field sets, see the Salesforce Help.
CQ Inventory Lines