Upgrading to Services CPQ February 2023
This page describes the changes to make when upgrading to February 2023.
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 February 2023, see New Features and Enhancements in Services CPQ February 2023.
Estimated Expenses
Upgrade Steps
To upgrade this feature to February 2023, take the following action.
|
Action |
Further Information |
|---|---|
| In Lightning App Builder, on the Estimate record page, add a tab named Expenses next to the Builder tab. | |
| In Lightning App Builder, on the Estimate record page, add the Estimated Expenses Highlight Cards Lightning component to the Expenses tab. | |
| In Lightning App Builder, on the Estimate record page, add a related list for Estimated Expenses to the Expenses tab. | |
| In Lightning App Builder, on the Opportunity record page, add a related list for Estimated Expenses to the Related tab. | |
| In Feature Console, using the Services CPQ February 2023 Upgrade feature, create estimated expense records for existing estimates with the Expense (Amount) field populated. |
Included in This Feature
This section details the items that have been added in this release.
Custom Setting Fields
|
Custom Setting Field |
Further Information |
|---|---|
| Disable Estimated Expenses |
Fields
|
Field |
Object |
Further Information |
|---|---|---|
| Total Estimated Expenses Amount | Opportunity Product |
Lightning Components
|
Component |
Description |
Further Information |
|---|---|---|
| SCPQ Estimated Expenses Highlight Cards | View summary details of the estimated expenses on an estimate. |
Objects
|
Object |
Further Information |
|---|---|
| Estimated Expense |
Managing Estimate Dates
Upgrade Steps
To upgrade this feature to February 2023, take the following action.
|
Action |
Further Information |
|---|---|
| If you have edited the Estimate Record Page, you must add the Manage Estimate Dates action to the SCPQ Actions: Estimate Lightning component. In Lightning App Builder, select the SCPQ Actions: Estimate component, then select Show Manage Estimate Dates. |
Included in This Feature
This section details the items that have been added in this release.
Lightning Component Properties
|
Component Properties |
Further Information |
|---|---|
| Show Manage Estimate Dates |
Skill Enhancements
Upgrade Steps
No upgrade steps are required to upgrade this feature to February 2023.
Included in This Feature
This section details the items that have been added in this release.
Field Sets
Field Sets Added in February 2023
| Field Sets | Further Information |
|---|---|
| Copy From Template Estimate Fields | Estimate Field Sets |
| Copy From Template Estimate Line Set Fields | Estimate Line Set Field Sets |
| Copy From Template Estimate Role Skill Fields | Estimate Role Skill Request Field Sets |
| Copy From Template Estimate Role Request Fields | Estimate Role Request Field Sets |
| Copy From Template Estimate Task Fields | Estimate Task Field Sets |
Estimate Products
Upgrade Steps
To upgrade this feature to February 2023, take the following action.
|
Action |
Further Information |
|---|---|
| On the Estimate Product Page Layout, deselect the required checkbox for the Product field. |
Milestones
Upgrade Steps
No upgrade steps are required to upgrade this feature to February 2023.
Included in This Feature
This section details the items that have been added in this release.
Fields
|
Field |
Object |
Further Information |
|---|---|---|
| Net Bill Amount | Estimate Line Set | Estimate Line Set Fields |
Process Lock
Upgrade Steps
No upgrade steps are required to upgrade this feature to February 2023.
Included in This Feature
This section details the items that have been added in this release.
Fields
|
Field |
Object |
Further Information |
|---|---|---|
| Process Key | Services CPQ Process Lock | Services CPQ Process Lock Fields |
Editing Pushed Estimate Products
Upgrade Steps
To upgrade this feature to February 2023, take the following action.
|
Action |
Further Information |
|---|---|
| If you have the Services to Salesforce CPQ integration installed, you must select the Disable Edit of Pushed Estimate Products field in the Services CPQ custom setting. Editing pushed products does not currently work as intended with Services to Salesforce CPQ integration installed. |
Included in This Feature
This section details the items that have been added in this release.
Custom Setting Fields
|
Custom Setting Field |
Further Information |
|---|---|
| Disable Edit of Pushed Estimate Products |
Hours Breakdown
Upgrade Steps
No upgrade steps are required to upgrade this feature to February 2023.
Included in This Feature
This section details the items that have been added in this release.
Custom Settings
|
Custom Setting Fields |
Further Information |
|---|---|
| Sync Hours Breakdown Schedule with RR | Managing Custom Settings from Setup |
| Maximum Daily Hours for RR Schedule | Managing Custom Settings from Setup |
Fields
Fields Added in February 2023
|
Fields |
Object |
Further Information |
|---|---|---|
| Role Request Schedule | Resource Request | Resource Request Fields |
Permissions
Upgrade Steps
To upgrade this feature to February 2023, take the following action.
|
Action |
Further Information |
|---|---|
| If you are using custom permission sets, add the new permissions to the appropriate permission sets. |
SECTIONS