Upgrading to SCM Advanced Quoting Spring 2023

This page describes the changes to make when upgrading to Spring 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.

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 Spring 2023, see New Features and Enhancements in SCM Advanced Quoting Spring 2023.

Enhancements to Customer Quotation

This section describes how to upgrade SCMQT so that your users can benefit from the enhancements made to customer quotations in Spring 2023. It also details the items that have been added or updated with this feature.

Upgrade Steps

This section describes the action you must take to upgrade this feature to Spring 2023.

Upgrade Steps

Action	Further Information
Perform the steps in the SCMQT Lightning Page Assignment feature of the Feature Console to assign the Customer Quotation Lightning Record Page as the org default and update the page layouts for the corresponding Lightning record page.	Updating the Customer Quotation Lightning Record Page
Assign the SCMQT - Manage Customer Quotations and the SCM - Sales Representative Permission Set Group to the user profiles of users who will create customer quotations in Lightning.	Assigning and Removing Permission Sets

Included in this Feature

Lightning Actions

Lightning Actions Added in Spring 2023

Lightning Action	Page Layout	Further Information
Add Multiple Items	Customer Quotation Record Page	Customer Quotation Fields
Duplicate
Send

Permission Sets

Permission Set Added in Spring 2023

Permission Set	Further Information
SCMQT - Manage Customer Quotations	Permission Sets and Other Technical Documentation

Updated Field Sets

Field Sets Updated in Spring 2023

Field Set	Added Field	Removed Field	Object	Further Information
CQ Inventory Lines	Unit of Measure (UOM)	Line Number	Customer Quotation Line	Customer Quotation Line Field Sets
CQ Item Field Sets

Deprecated Elements

Elements Deprecated for this Feature in Spring 2023

Deprecated	Description	Replaced with
DEP: SCMQT Lightning Page Assignment	This feature in the Feature Console is now obsolete and replaced with the SCMQT Lightning Page Assignment feature.	SCMQT Lightning Page Assignment