SECTIONSUpgrading to Services CPQ June 2023
This page describes the changes to make when upgrading to June 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 June 2023, see New Features and Enhancements in Services CPQ June 2023.
Additional and Copied Fields
Upgrade Steps
To upgrade this feature to June 2023, take the following action.
|
Action |
Further Information |
|---|---|
| [Optional] Specify the field set you want to provide the additional fields displayed when creating or editing a vendor line item. To do this, enter the field set's API name in the Additional Vendor Line Item Fields field in the Services CPQ Settings custom setting. | |
| [Optional] Specify the field set you want to provide the additional fields displayed when creating an estimate. To do this, enter the field set's API name in the New Estimate Additional Fields field in the Services CPQ Settings custom setting. | |
| [Optional] Specify the field set you want to provide the additional fields displayed when creating an estimate template. To do this, enter the field set's API name in the New Estimate Template Additional Fields field in the Services CPQ Settings custom setting. | |
| [Optional] Specify the field sets you want to provide the fields whose values are copied when adding to an estimate from a template or creating an estimate from a template. To do this, enter the field sets' API names in the fields in the Services CPQ Templating Settings custom setting. |
Included in This Feature
This section details the items that have been added in this release.
Custom Settings
|
Custom Setting |
Further Information |
|---|---|
| Services CPQ Templating Settings |
Custom Setting Fields
|
Custom Setting Field |
Custom Setting |
Further Information |
|---|---|---|
| Additional Vendor Line Item Fields | Services CPQ Settings | |
| New Estimate Additional Fields | ||
| New Estimate Template Additional Fields |
Enhancements to Discounting
Upgrade Steps
No upgrade steps are required to upgrade this feature to June 2023.
Push to Opportunity and Create Project Preview Windows
Upgrade Steps
No upgrade steps are required to upgrade this feature to June 2023.
PS Cloud Analytics
Upgrade Steps
To upgrade this feature to June 2023, take the following action.
|
Action |
Further Information |
|---|---|
| Enable the Services June 2023 feature in Feature Console to identify estimates with a single project incorporating all of the estimate's records. |
Enhancements to Estimated Expenses
Upgrade Steps
To upgrade this feature to June 2023, take the following action.
|
Action |
Further Information |
|---|---|
|
Enable the Services CPQ June 2023 feature in Feature Console to recalculate the net amount, amount, and cost of estimates to exclude estimated expenses. This doesn't apply to the following:
|
Permissions
Upgrade Steps
To upgrade this feature to June 2023, take the following action.
|
Action |
Further Information |
|---|---|
| If you are using custom permission sets, add the new permissions to the appropriate permission sets. |