In these release notes, you can find packages, requirements, features, enhancements, fixed issues, and known issues for the CPQ October23.11.10 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.
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.
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.
Latest Certified Version Name
|Latest Certified Version Number|
|Conga Approvals (New)|
(Required if you are using Approvals)
Conga Base Library
(Required if you are using Conga Configuration & Pricing)
(Required if you are using Conga Billing)
|Conga CLM Configuration Integration |
(Required if you are using CLM)
|Conga Configuration & Pricing (New)|
|Conga Contract Lifecycle Management||14.2.723||14.723|
|Conga CPQ Api (New)|
|Conga CPQ Approvals |
(Required if you are using Approvals on CPQ objects)
|Conga CPQ Maximizer||9.2.0030||9.30|
|Conga CPQ Setup (New)|
(Required if you are using CPQ Admin Console)
|Conga Deal Maximizer Setup|
(Required if you are using Deal Maximizer)
|Conga Deal Maximizer||7.0.0007||7.7|
|Conga DocuSign Api||18.104.22.168||8.142.7|
|Conga Order Management||1.0.0000||1.0|
(Required if you are using Promotions)
|Conga Quote Approvals||7.1.10||7.10|
|Conga Quote Asset Integration||6.5.0015||6.15|
Conga Quote CLM Integration
|Conga Quote Configuration Integration|
(Required if you are using CPQ and Proposal Management)
|Conga Quote DocuSign Integration||4.1.23||4.23|
Conga Quote Echosign Integration
(You must install the latest Adobe Sign package to use this package)
Conga Quote Management
Salesforce recommends that users leverage Flows as they offer more flexibility and robust capabilities compared to Workflow Rules and Process Builders. To ensure a smooth transition from Workflow Rules and Process Builders to Flows, as Salesforce is moving away from Workflow Rules, you must deactivate any existing Workflow Rules. After you have installed the latest CPQ package in your org, you must deactivate the following Workflows:
- Set Original Order Line Number
- Set Original Order Number
- Search Field Update
- Set Incentive Code
- Set Incentive Number
To deactivate workflows:
- Salesforce Classic users, Setup > App Setup> Create > Workflow & Approvals > Workflow Rules > Click Deactivate next to the workflow.
- Salesforce Lighting Users, Setup > Platform Tools > Process Automation > Workflow Rules > Click Deactivate next to the workflow.
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.
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:
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:
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 patches 13.1.1921 | 13.1921 or later December '21 and any December '21 patches 13.2.1969 | 13.1969 or later May '22 and any May '22 patches 14.0.1995 | 14.1995 or later September '22 and any September '22 patches 14.1.2038 | 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
October '23 and any October '23 patches
There are no new features in this release. Keep checking the Conga documentation portal for updates.
The following enhancements are new to CPQ in this release.
Default Option Group Pinning Preference
The "Pin Option Groups by Default" user preference setting determines whether option group tabs on the configuration page are initially expanded (when enabled) or collapsed (when disabled).
For more information, see Config User Settings.
Introducing Admin Setting APTS_EnableDirtySaveOnExit
CPQ introduces a new admin setting APTS_EnableDirtySaveOnExit to save the cart when you navigate to the proposal summary page using a View link in the menu under the proposal name on the Catalog page.. When the APTS_EnableDirtySaveOnExit admin setting is set to True, CPQ automatically saves the cart, including all configurations when a sales representative navigates to the proposal summary page by clicking the 'View' link.
Enabling APTS_EnableDirtySaveOnExit will override the behavior of the APTS_OpenLinkInNewTab=True.
For more information, see Configuring Admin Settings.
Data Model Changes
There are no data model changes in this release.
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|
After configuring the products, if you navigate to the proposal summary page using a view link in the menu under the proposal name on the Catalog page, you encounter the Config code issues.
Resolution: CPQ introduced a new admin entry to automatically save the cart, including all configurations. For more information, see Introducing Admin Setting APTS_EnableDirtySaveOnExit.
|Attempting to use the Edit Price Agreement feature by clicking the button in the cart, fails to initiate any action, preventing users from proceeding further.|
The following table provides the cumulative list of known issues up to this release.
|Conga Internal ID||Description|
|CPQ-54022||Turbo Integrations: Attribute-based pricing is not working for Numeric Expression.|
DOC ID: CPQOCT23PRN20231110