In these release notes, you can find packages, requirements, features, enhancements, fixed issues, and known issues for the CPQ June23.10.27 release. For documentation updates, see What's New in CPQ Documentation.

This documentation may describe optional features for which you have not purchased a license; therefore your solution or implementation may differ from what is described here. Contact your Customer Success Manager (CSM) or Account Executive (AE) to discuss your specific features and licensing.

Packages 

The following packages and dependencies are required to upgrade to this release and use its new features. These are the minimum required versions; later versions are also supported. Prerequisites for each feature can be found in its documentation. Packages marked (New) are new for this release.

These release notes reflect the change in version number of the packages marked as (New). Only internal defects were resolved in this release.

You can register your org for the Conga Upgrade Program. Conga Upgrade Program is an automated tool that upgrades packages available in your Salesforce org (Production or Sandbox) to the latest versions. In addition, it also ensures all the Conga published managed packages are on the latest versions for your registered orgs. For more information, see Registering for Conga Upgrade Program.

Package

Latest Certified Version Name

Latest Certified Version Number
Conga Approvals (New)
(Required if you are using Approvals)

14.1.371

14.371.10

Conga Base Library 

(Required if you are using Conga Configuration & Pricing)

4.1.245

4.245

Conga Billing (New)

(Required if you are using Conga Billing)

9.1.345.59.345.5
Conga CLM Configuration Integration 
(Required if you are using CLM)
15.1.0181.515.181.5
Conga Configuration & Pricing (New)

15.1.2090.42

15.2090.42
Conga Contract Lifecycle Management (New)14.1.709.414.709.4
Conga CPQ Api (New)

15.0.0131.7

15.131.7
Conga CPQ Approvals
(Required if you are using Approvals on CPQ objects)
13.2.2513.25
Conga CPQ Maximizer8.0.00298.29
Conga CPQ Setup
(Required if you are using CPQ Admin Console)
15.1.137.315.137.3
Conga Deal Maximizer Setup
(Required if you are using Deal Maximizer)
8.0.00538.53
Conga Deal Maximizer7.0.00077.7
Conga DocuSign Api8.1.1428.142.7
Conga Order Management1.0.00001.0
Conga Promotions
(Required if you are using Promotions)
1.0.00001.0
Conga Quote Approvals7.1.107.10
Conga Quote Asset Integration6.5.00156.15

Conga Quote CLM Integration 

12.1.0084.212.84.2
Conga Quote Configuration Integration 
(Required if you are using CPQ and Proposal Management)
15.1.0400.5

15.400.5

Conga Quote DocuSign Integration4.1.234.23

Conga Quote Echosign Integration

(You must install the latest Adobe Sign package to use this package)

3.1.173.17

Conga Quote Management
(Required if you are using Proposal Management)

13.1.0266.113.266.1

For more information on installing Conga managed packages, refer to Installing CPQ Packages. For more information on upgrading Conga managed packages, refer to Upgrading CPQ.

Salesforce is starting the process of moving away from Workflow Rules and transitioning to Flow. Hence, Conga recommends that you temporarily migrate all Conga Managed workflows in CPQ to Flows. For more information, see Migrating a Workflow Rule to Flow.

System Requirements and Supported Platforms 

For information pertaining to the requirements and recommendations you must consider before you proceed with the installation of the Conga product, see System Requirements and Supported Platforms Matrix.


Upgrade Notes

For more information on the prerequisites and post-upgrade tasks, see Upgrading CPQ.

Before you upgrade the CPQ packages in your org to June '23 release, please note the following points:

  • If the CPQ package in your org is on any of the following releases, you must upgrade it to the Winter '20 patch (Winter20.02.26) before upgrading it to June '23 release:

    ReleasePackage

    Spring '20 or earlier release

    Packages older than 12.0.1719 | 12.1719

    Summer '20 patch older than Summer20.02.26

    Packages older than 12.1.1787.99 | 12.1787.99

    Winter '20 patch older than Winter20.02.26

    Packages older than 12.2.1839.48 | 12.1839.48
  • If the CPQ package in your org is on any of the following releases, you can directly upgrade it to June '23 release:

    ReleasePackage

    Latest Summer '20 patch (Summer20.02.26 or later)

    12.0.1719 | 12.1719 or later

    Latest Winter '20 patch (Winter20.02.26 or later)

    12.2.1839.48 | 12.1839.48 or later

    Spring '21 and any Spring '21 patches

    13.0.1882 | 13.1882 or later
    Summer '21 and any Summer '21 patches13.1.1921 | 13.1921 or later
    December '21 and any December '21 patches13.2.1969 | 13.1969 or later
    May '22 and any May '22 patches 14.0.1995 | 14.1995 or later
    September '22 and any September '22 patches14.1.2038 | 14.2038 or later
    February '23 and any February '23 patches

    15.0.2061 | 15.2061 or later

    June '23 and any June '23 patches

    15.1.2090 | 15.2090 or later

New Features 

There are no new features in this release. Keep checking the Conga Documentation Portal for new updates.

Enhancements

The following enhancements are new to CPQ in this release.

Cart Action Button Behavior for Repricing

The Cart action buttons have been improved to promptly disable upon clicking Reprice in the summary view and will remain disabled until the transaction is complete. This addresses the issue of buttons re-enabling before the transaction finishes, thereby preventing potential data inconsistencies and system problems.

Ability to view the status of rebuildCategoryHierarchies

In this release, CPQ enables you to view the status of rebuildCategoryHierarchies when the API has been called and completed successfully. To achieve this, administrator must complete the following.

  1. Create an Apex Class
  2. Create a new admin entry.

Creating an Apex Class

  • Create a new Apex Class with the following code. For more information on creating a new Apex Class, see https://help.salesforce.com/s/articleView?id=sf.ls_create_apex_class_for_apex_action.htm&type=5.

    /**
    *  Apttus Config & Pricing
    *  CustomRebuildCategoryTaskCallback
    *   
    *  @2023-2024 Apttus Inc. All rights reserved.
    */
    global with sharing class CustomRebuildCategoryTaskCallback implements System.Callable { 
       /**
        * Dispatches the call based on the action
        * @param action the action to dispatch
        * @param args the arguments for the action
        * @return the result object 
        */
       public Object call(String action, Map<String, Object> args) {
           switch on action {
               when 'onComplete' {
                   // get the hierarchy id
                   ID hierarchyId = (ID) args.get('hierarchyId');
                   // get the task status
                   String taskStatus = (String) args.get('taskStatus');
                   // only success is reported, but check anyway
                   if (Apttus_Config2.CustomClass.STATUS_SUCCESS == taskStatus) {
                       // do after complete tasks
                   }
                   return true;
               }
               when else {
                   return null;
               }
           }               
       }
    }
    CODE

Creating a new admin entry

  • Create a new admin entry APTS_RebuildCategoryCallbackClass with the values as a class name. For more information, see Configuring Admin Settings.

Data Model Changes

There are no data model changes in this release.

Fixed Issues

The following table lists the issues fixed in this release. If any actions are required, they will be listed in this table.

Case Number

Conga Internal ID

Description

00862832

CPQ-75100

When setting Defer Pricing to True in Config System Properties, the UpdatePrice method is intermittently triggered, causing a locking error when associating Service Products to an asset.

00863103

CPQ-75013

When using the global=true parameter in the configure product button URL, attempting to send the cart for collaboration via the Optimized URL results in a critical error:

TypeError: RemoteService.getDefaultCollaboratorType is not a function.

00862077

CPQ-71642

When you add a bundle to the cart and open the bundle detail page from a custom action on a quote, contradictory rules cause unexpected inclusions and exclusions.

00854815

CPQ-70320

Custom field values are not updating correctly after merging a collaboration request. After the merge, the field values disappear. But, clicking go to pricing brings the values back, indicating a problem with the merging process.

00861442

CPQ-71645

When a custom action is clicked in Turbo, two calls occur concurrently: updateCartLineItems and performAction. However, updateCartLineItems doesn't finish before the page redirects due to performAction, leading to its cancellation.

00856352

CPQ-71357

When using the Apttus_CpqApi.CPQWebService.rebuildCategoryHierarchies API, determining the completion of the asynchronous job becomes unclear, creating challenges in triggering the Apttus_CpqApi.BatchUpdateService.updateCategoryViews API.

The following bug has been documented in the Enhancements section in this Patch release note.  

00858169

CPQ-71313

Renewal dates and Status are not maintained for a line item when removing and adding back an option in the presence of a Finalized cart on the Quote, impacting the Renewal Operation.

00859422

CPQ-71228

Price Breakup records fail to generate when utilizing Related Pricing in Turbo for line items.

00836200

CPQ-70886

Custom Ramps for option products do not synchronize with bundle date changes. When configuring ramps with a Custom Period Frequency, all ramps have identical start and end dates.

00860075

CPQ-71258

During a Swap operation on an asset, if the Line Item lacks an active Price List Item, it is removed from the cart.

Known Issues

The following table provides the cumulative list of known issues up to this release.

Conga Internal IDDescription
CPQ-54022Turbo Integrations: Attribute-based pricing is not working for Numeric Expression.

DOC ID: CPQJUN23PRN20231101