This section lists changes in the documentation to support each release.

DocumentPublication DateTopicDescription
May '22

 

Using Proposal Document GenerationAdded section about uploading local files to quotes.

 

Adding Line ItemsNew topic.
About Auto Sync and Manual SyncAdded information about Accept Quote.

 

Sharing SettingsAdded an entry for the Bundle Component View object in the table.

 

Finalizing the Shopping CartUpdated the topic with a note about re-finalizing a finalized quote.

 

About ReportsUpdated the topic to add all Conga reports.
About DashboardsUpdated the topic to add all Conga dashboards.

 

Pricing Products

Updated the description of the following fields:

  • Option Price
  • Extended Price
  • Adjusted Price
  • Flat Option Price
System FieldsNew topic.
Merge Web ServiceAdded a note about Salesforce API version change.
Creating Proposal DocumentChanged Salesforce API version.
Creating Proposal Document with Draft IndicationChanged Salesforce API version.
Generating Documents for Proposal with Large Number of Line ItemsChanged Salesforce API version.
Generating Documents AsynchronouslyChanged Salesforce API version.
Creating Price MatricesAdded a note for the Enable Date Range checkbox.
Configuring Custom Button to Access Configuration Page DirectlyUpdated the structure of URLs to navigate directly to the Configuration page.

 

Configuring Admin SettingsNew topic.
Using Shield Platform EncryptionNew topic.
Use Cases: Related PricingNew topic.
About Quantity and Selling Term Calculation Using Default Pricing SettingsUpdated the topic with more bundle-option scenarios for calculating selling term.
Configuring Express ProposalNew topic.
Using Express ProposalNew topic.
Using Translated Picklist Values in Document GenerationNew topic.
Viewing the Cart in Grid ViewAdded information about adjusting column width.
About Cart Locking for Concurrent AccessAdded information about Cart Edit Access Idle Timeout in Minutes setting.
Enabling Cart Locking for Concurrent AccessAdded information about Cart Edit Access Idle Timeout in Minutes setting.
Defining the Criteria of a PromotionUpdated the topic with information about filtering products by product codes.
Defining the Benefits of a PromotionUpdated the topic with information about support for Every X Get X promotions for multiple products. Also, removed the step about selecting Criteria Product and Product Family Criteria.
Applying Promotions on Line Items in the Cart

Updated the topic with information about:

  • Support for Every X Get X promotions for multiple products.
  • Displaying benefit quantity for Every X Get X or Every X Get Y promotions.
Configuring a Custom Button to Launch the Installed Products Page Directly for the Add/Remove FlowNew topic.
Modifying the Association of Assets with Services by Launching the Installed Products Page DirectlyNew topic.
Configuring the Execution of the RelatedLineItem TriggerNew topic.
Working with the Service CartUpdated the topic with a note about the global flag isTriggerInitiatedUpdate.
Validation Callback ClassAdded information about enabling Run Validation Callback On Add setting.
Config System Properties
  • Added the setting Run Validation Callback On Add.
  • Updated the description of the setting Selling Term Calculation Method.
  • Updated the description of Revalidation Product Columns (D). This setting is deprecated.
Swapping an AssetUpdated the note about the Selling Term Calculation Method setting.
Creating Price RulesRemoved the step about selecting an Allowable Action.
Creating Price Pipeline RulesRemoved the step about selecting an Allowable Action.
Service Execute JobNew topic.
Revalidating the Product ConfigurationUpdated the topic description.
About Search Filters (CPQ)Added a note.
Enabling CPQ for Partner Community UsersNew topic.
Configuring a ProfileNew topic.
Configuring Field-Level SecurityNew topic.
Configuring a Permission SetNew topic.
Sharing SettingsNew topic.
Configuring a Partner Community UserNew topic.
Configuring a Partner Community SiteNew topic.
Configuring a Custom Button on the Quote Object for PartnersNew topic.
Validating the Partner Community UserNew topic.
Disabling the Clone Icon on the Cart PageRenamed the topic from "Hiding the Clone Icon for a Cart Line Item" and updated the topic.
Configuring a Price PipelineUpdated the image of the Manage Price Pipeline page.
Configuring Price Waterfall to a Price PipelineUpdated the image of the the WATERFALL SETUP tab and updated the description of the Criteria field. 
Configuring Price Pipeline RulesetAdded an image for the New Price Pipeline Ruleset page and updated the description of the Ruleset Criteria field.
Using Price WaterfallRenamed the title and reorganized the content.
DocumentPublication DateTopicDescription
December '21 Rev C

 

Suspending an AssetNew topic.
Resuming an AssetNew topic.
Suspending AssetsNew topic.
Resuming AssetsNew topic.
CPQ Asset-Based Ordering APIs
  • Added the Suspend and Resume REST API information.
  • Updated the Terminate REST API description
December '21 Rev B

 

Config System PropertiesAdded Check Many Options.
Configuring Custom Settings for Different FlowsAdded Check Many Options.
Configuring Products from the CatalogAdded description of Confirm Option Selections.
Configuring Mass Option Selection on the Configuration PageNew topic.
Merge Web ServiceNew topic.
Creating Proposal DocumentNew topic.
Creating Proposal Document with Draft IndicationNew topic.
Generating Documents for Proposal with Large Number of Line ItemsNew topic.
Generating Documents AsynchronouslyNew topic.
December '21 Rev A











 













Config Data CacheUpdated the topic description.
Configuring CSS OverrideUpdated the description of the example.
Viewing the Cart in Grid ViewAdded information about constraint rule error message display on the Cart page.
Configuring Product SortAdded an example.
Using Proposal Document GenerationAdded a note about Merge Call Timeout Millis
Option Filter Callback ClassUpdated the description.
Managing Constraint RulesAdded a note about cancelled line item.
Creating Quick QuotesUpdated the description.
Retrieving Apex Batch Job InformationAdded list of apex jobs.
Use Case: Early Renewal of Ramped Bundle Assets with OptionsAdded some notes about required settings.
Use Case: Renewed Ramped Assets Start from the End Date of the Last Ramp LineAdded some notes about required settings.
Adding Miscellaneous ItemsUpdated the topic with information about order line item creation for miscellaneous item.
CPQ Asset-Based Ordering APIsAdded a note about having Conga Digital Commerce installed to use ABO REST APIs.
December '21




























 






























Use Case: Renewed Ramped Assets Start from the End Date of the Last Ramp LineNew topic
Displaying Assets from Multiple Accounts on the Installed Products PageNew topic.
Use Case: Terminating an Asset with Ramp LinesUpdated the topic with Same Day Cancellation support for Billing Preference and added more use cases.
Use Case: Early Renewal of Ramped Bundle Assets with OptionsNew topic.
Use Case: Cancelled Asset Options Fetch Original Asset Start and End Dates During RenewalNew topic.
Use Case: A Product with Parent and Child Price ListsNew topic.
Defining the Benefits of a PromotionUpdated the topic with information about For Every X Criteria, Benefit Product, and Benefit Type sub-sections.
Enabling Enterprise as a QTC Profile ValueUpdated the list of operations the Sales rep can perform.
Configuring Custom Button to Access Configuration Page DirectlyUpdated information about service bundles.
Recommendations to Import Legacy Products into Conga CPQNew topic.
Configuring Progress Tracker for Async OperationAdded information about deep clone.
Advanced Approval Callback ClassNew topic.
Configuring Field Set SettingsUpdated the description of Asset Line Fields For Selected Assets.
Recommendations to Improve CPQ PerformanceAdded more best practices to the Rules section.
Configuring the Smart CartUpdated the topic with information about APTS_CartLineItemsUpdateChunkSize admin setting.
Creating Quick QuotesNew topic.
Configuring Quick Quote ModeNew topic.
Configuring CSS OverrideNew topic.
Creating and Updating Related Line ItemsNew topic.
Saving Related Line ItemsNew topic.
Splitting Related Line ItemsNew topic.
Retrieving Apex Batch Job InformationNew topic.
CPQ Asset-Based Ordering APIs

Updated the Terminate Assets REST API documentation with information about:

  • Passing Cart ID in the URL
  • Removal of the Cart ID parameter from the Request body
Service CPQ APIsNew topic.
About the Installed Products PageNew topic but moved content from the "Viewing Assets from an Account" topic.
Configuring Display Actions SettingsUpdated the description of the use case. Removed a note about Defer Pricing.
Configuring Products from the CatalogUpdated the description of the Update Price button.
Configuring Pricing Engine SettingsUpdated the description of the Defer Pricing setting.
Config System PropertiesUpdated the description of the Defer Pricing setting.
Configuring Push AlertsNew topic.
DocumentPublication DateTopicDescription
Summer '21 Rev E

 

Disabling Constraint Rule Execution upon Cart FinalizationNew topic.
Summer '21 Rev D

 

Creating Quick QuotesRemoved the content as this feature is no longer supported.
Configuring Quick Quote ModeRemoved the content as this feature is no longer supported.
Summer '21 Rev C

 

Registering for Conga Push UpgradeNew topic.
Installing CPQ PackagesUpdated the topic with a tip about Conga Push Upgrade.
Preparing for UpgradeUpdated the topic with a tip about Conga Push Upgrade.
Upgrading to CPQ May '22 ReleaseUpdated the topic with a tip about Conga Push Upgrade.
Summer '21 Rev B

 

Creating Promotional BannersRemoved the description because the feature is deprecated.
Defining Multiple Contracts to be Used in a QuoteUpdated the description of the "Solution" section.
Summer '21 Rev A

 

About TurboEnginesNew topic.
About TurboConfigNew topic.
About TurboPricingNew topic.
Managing Price WaterfallNew topic.
Defining Price PointsNew topic.
Configuring a Price PipelineNew topic.
Configuring Price Waterfall to a Price PipelineNew topic.
Configuring Price Pipeline RulesetNew topic.
Creating Price Pipeline RulesNew topic.
Using Price WaterfallNew topic.
Viewing the Cart in Grid ViewAdded a note under the "Support for Deal Guidance" point.
Summer '21

 

Configuring Installed Products SettingsUpdated the description of the Editable Fields for Cancelled Lines setting.
Configuring Display Columns SettingsUpdated the description of the Display Type (Asset Termination) and Field Name fields.
Running Maintenance JobsAdded the "To specify the batch size for the Category Maintenance batch job" section.
Configuring Cart Activity HistoryNew topic.
Creating Visibility RulesUpdated the topic with information about Product Attribute Value.
Tax Callback ClassNew topic.
Configuring Custom Settings for Different FlowsNew topic.
Creating ProductsAdded information about APTS_DisableExpandInCart.
Applying the Default Pricing to ProductsUpdated the description of the Auto Cascade Selling Term setting.
Creating Price RulesUpdated the description of the Adjustment Applies To drop-down.
Creating Price MatricesUpdated the description of the Matrix Type field with a note.
Configuring Bundle Expansion on Cart PageNew topic.
Excluding Optional Product in Min/Max CriteriaUpdated the steps to configure Exclude Optional Products.
Configuring Config Page SettingsAdded the setting Exclude Optional Products.
Config System PropertiesAdded the setting Exclude Optional Products.
Config Custom ClassesUpdated Formula Callback Class and Metadata Callback Class.
About Custom Setting Order of PrecedenceNew topic.
Recommendation Callback ClassNew topic.
Lookup Field SettingsUpdated the description of the Enable Quick View setting.
Formula Callback ClassNew topic.
Metadata Callback ClassNew topic.
Defining the Benefits of a PromotionUpdated the topic with information about the support for different charge types in Buy X Get Y promotions.
Managing CPQ Formula FieldsUpdated the topic with an example for formula field.
Creating Price MatricesUpdated the description of the Adjustment Amount Source field.
Use Case: Using a CPQ Formula Field in Price MatrixNew topic.
About Permission SetsNew topic.
Managing Translation of Fields and Values in Different LanguageNew topic.
Translating Standard and Custom Field LabelsNew topic.
Translation of Field LabelsNew topic.
Translating and Overriding Managed Packaged Field LabelNew topic.
Translating CPQ Record ValuesNew topic.
Creating Custom Buttons for Different FlowsUpdated the topic description.
Managing Guided SellingRemoved all descriptions because the feature has been deprecated.
Creating Custom Fields in the Search Attribute Value ObjectRemoved the chapter.
Creating a Sample Flow Using Flow DesignerRemoved the chapter.
Creating a Guided Selling Visualforce PageRemoved the chapter.
Defining Guided Selling RulesRemoved the chapter.
Profile Settings and SecurityRemoved the chapter. For information about permission sets, refer to About Permission Sets.
Finalizing the Shopping CartAdded information about Enterprise profile.
Configuring Progress Tracker for Async OperationNew topic. New feature.
Associating Options to a BundleAdded a note about option groups.
Creating Option GroupsAdded information about the distinction between Shared and Standalone option groups.
Configuring Custom Fields on Price List Related PagesNew topic.
Configuring the TooltipsNew topic.
Navigating the Product PageUpdated the topic with information about tooltip.
Using Proposal Document Generation

Updated the topic with information about the following:

  • Contact name in the email.
  • Updates to Presented Date on the Quote Detail page. 
About Quantity and Selling Term Calculation Using Default Pricing SettingsNew topic.
Use Case: Auto Cascade Quantity and Auto Cascade Selling Term for Standalone ProductsNew topic.
Use Case: Auto Cascade Quantity and Auto Cascade Selling Term for Bundle ProductsNew topic.
Managing Mass Update of Product FieldsUpdated the topic with information about rollup line items.
Terminating an AssetUpdated the topic with information about editing custom asset line item fields on the Confirm Termination page.
Viewing the Cart in Grid ViewUpdated information about bundle expansion and custom fields on Summary Group.
About Quote Lifecycle CollaborationUpdated information about the disabled Submit for Approval button.
Working on the Configuration RequestUpdated the description with information about the inability to submit cart for approval.
Merging the Configurations in the Parent CartUpdated the description with information about the inability to submit cart for approval.
Use Case: Cancelling Options in a Bundle Asset with Ramp LinesNew topic.
Use Case: Terminating an Asset with Ramp LinesNew topic.
Creating Quotes from Opportunities

Updated the following information:

  • The description of the Single Transaction Adjustment checkbox.
  • Added information about the Enterprise quote profile.
Managing Assets in the Contract FlowUpdated the topic with information about the Single Transaction Adjustment checkbox.
Configuring Products from the CatalogUpdated the optional products section.
Finalizing the Shopping Cart

Added information about the Enterprise quote profile.

Using Guided SellingRemoved the content as the feature has been deprecated.
Async APIs Using Batch ApexNew topic.
Repricing the CartNew topic.
Copying Product Configuration to the ProposalNew topic.
Asset Web ServicesNew topic.
Change AssetsNew topic.
Renew AssetsNew topic.
Get a List of Products to be Swapped with AssetsNew topic.
Swap AssetsNew topic.
Terminate AssetsNew topic.
Get a Count of AssetsNew topic.
Get a List of AssetsNew topic.
Retrieving Products Auto-included to the CartNew topic.
Dissociating Attribute Group and ProductsNew topic.
Associating Attribute Group and ProductsNew topic.
Adding and Removing Attributes from an Attribute GroupNew topic.
Creating New Attribute GroupNew topic.
Retrieving Products Included by Auto-inclusion Constraint RuleNew topic.
Creating a Cart from a QuoteUpdated the code sample.
CPQ Asset-Based Ordering APIsUpdated the description of the Change Asset API with information about cascading attribute changes to sub-bundle child options.
DocumentTopicDescription
Spring '21 Rev LDisabling Constraint Rule Execution upon Cart FinalizationNew topic.
Spring '21 Rev KConfiguring Quick Quote ModeRemoved the content as this feature is no longer supported.
Creating Quick QuotesRemoved the content as this feature is no longer supported.
Spring '21 Rev JConfiguring Field Set SettingsUpdated the description of the Asset Line Fields For Selected Assets setting.
Spring '21 Rev IUsing Guided SellingRemoved the content as the feature has been deprecated.
Performing the Post-Upgrade TasksUpdated the description with a note about API names in Config LineItem Custom Fields.
Spring '21 Rev HRegistering for Conga Push UpgradeNew topic.
Installing CPQ PackagesUpdated the topic with a tip about Conga Push Upgrade.
Preparing for UpgradeUpdated the topic with a tip about Conga Push Upgrade.
Upgrading to CPQ May '22 ReleaseUpdated the topic with a tip about Conga Push Upgrade.
Spring '21 Rev G








Configuring Flow SettingsUpdated the topic with a note that special characters are not supported in the flow name.
Configuring Post-Installation SettingsUpdated the topic with a note that special characters are not supported in the flow name.
Creating ProductsUpdated the topic with a note that special characters are not supported in the product name.
Creating Promotional BannersRemoved the description because the feature is deprecated.
Managing Guided SellingRemoved the description because the feature is deprecated.
Defining Multiple Contracts to be Used in a QuoteUpdated the description of the "Solution" section.
Creating Custom Fields in the Search Attribute Value ObjectRemoved the chapter.
Creating a Sample Flow Using Flow DesignerRemoved the chapter.
Creating a Guided Selling Visualforce PageRemoved the chapter.
Defining Guided Selling RulesRemoved the chapter.
Spring '21 Rev FConfiguring Promotions on Benefit Products in Buy X Get YNew topic.
Spring '21 Rev EDefining Batch Size to Process Line Items with PromotionsUpdated the topic with information about Buy X Get Y type promotion.
Applying Promotions on Line Items in the CartUpdated the topic with information about APTS_EnableMultiBenefitItems Admin Setting. 
Spring '21 Rev DExcluding Optional Product in Min/Max CriteriaNew topic.
Configuring Products from the CatalogUpdated the topic with information about option group Min/Max validation for optional bundles.
Spring '21 Rev CCreating Visibility RulesUpdated the topic with information about Classic UI.
Configuring Products from the CatalogUpdated the topic with information about option group Min/Max validation for optional bundles.
Spring '21 Rev BDefining Batch Size to Process Line Items with PromotionsNew topic.
Disabling Time Adjustment in Price List Item FieldsNew topic.
Pricing Callback ClassUpdated the topic. Add information about  isCartTotalingDisabled.
Configuring Products from the CatalogUpdated the topic with information about Min/Max criteria of option group for optional options. 
Repricing the CartUpdated the sample code.
Spring '21 Rev A


Enabling Enterprise as a QTC Profile ValueUpdated the topic with information about a cloning proposal.
Tasks Available in the Smart Cart FlowUpdated the topic with information about cloning proposals that are not finalized.
Async APIs Using Batch ApexNew topic.
Repricing the CartNew topic.
Adding Custom BundlesUpdated the sample code.
Copying Product Configuration to the ProposalNew topic.
Spring '21Configuring Custom Settings
  • Updated the description of the Relate Action Criteria Fields setting under Installed Products Settings.
  • Updated the description of the Service Price Distribution Method setting under Config System Properties.
  • Updated the description of the following setting under Proposal System Properties:
    • Enable Fast Doc Gen
    • Enable File
  • Added CR Maintenance Governor Limits Threshold in Config System Properties.
  • Added Enable Quick View in Lookup Field Settings.
Configuring Document Generation for QuoteRenamed the topic from "Configuring Large Document Generation for Quote". Updated the topic with information about how to configure Doc Gen.
Configuring Field Set SettingsUpdated the description of the Related Line Item Fields and Asset Line Fields For Selected Assets settings.
About Product Attribute Value ExtensionsUpdated the description with information about Document Generation.
Option Filter Callback ClassUpdated information about hiding option groups.
Defining the Benefits of a PromotionUpdated the description of the Product field.
Configuring Application Management Settings

Added a note for information about Custom Settings Maintenance Job.

Configuring Option Net Adjustment Rollup to BundleNew topic.
Enabling Enterprise as a QTC Profile ValueNew topic.
Configuring Service CPQNew topic.
Configuring Service Pricing

New topic. Moved from the Conga CPQ User Guide.

Defining Service Line Split CriteriaMoved this topic from the "Configuring Asset-Based Ordering" section to the "Configuring Service CPQ" chapter.
Synchronizing Related Line Items with Opportunity Line ItemsMoved this topic from the "Managing Quotes or Proposals" chapter to the "Configuring Service CPQ" chapter.
Running the Constraint Rule Maintenance JobUpdated the topic. Added information about the threshold for Constraint Rule Maintenance job.
Lifecycle Callback ClassNew topic.
Adjustment Spread Callback ClassNew topic.
Deal Optimizer Callback ClassNew topic.
Cart Approval Callback ClassNew topic.
Associating Options to a BundleUpdated the description of the Auto-Update Quantity field.
Configuring Exclusion RulesAdded information about Match in Service Assets.
Creating Constraint Rule ConditionsAdded a use case.
Creating Quotes from OpportunitiesUpdated the topic information about the Single Transaction Adjustment checkbox.
Applying Promotions on Line Items in the CartUpdated the topic information about applying Buy X Get Y promotions on multiple line items of Y products, and with information about line items with $0 price.
Searching AssetsUpdated topic with a note about pagination.
Pricing ProductsUpdated the topic with information about the Submit For Pricing (Async) button.
Tasks Available in the Smart Cart FlowUpdated the topic added information about Sync with Opportunity and Doc Gen.
About Smart CartUpdated the limitation of the Smart Cart.
Configuring Products from the CatalogUpdated the section about is Optional checkbox.
Managing ServicesUpdated the topic to remove the ambiguous content.
Associating Services with AssetsNew topic
Working with the Service CatalogNew topic.
Configuring Service ProductsUpdated the topic with missing information.
Working with the Service CartRenamed from "Viewing the Service Cart" and updated the topic with missing information.
Viewing Service Products on the Installed Products pageRemoved the topic.
Service Pricing

Moved this topic to the Conga CPQ Administrator Guide. See Configuring Service Pricing.

Splitting the Related Line Items from ServicesNew topic. Moved the content from the "Service Pricing" topic to this topic.
Use Case: Bundle to BundleNew topic.
Use Case: Bundle to ComponentsNew topic.
Use Case: Bundle to Bundle and ComponentsNew topic.
Using Proposal Document GenerationUpdated the topic.
Viewing the Cart in Grid ViewUpdated the information about lookup field columns.
CPQ Admin Web ServiceNew topic.
Creating New ProductsNew topic.
Creating New CategoriesNew topic.
Associating Products to CategoryNew topic.
Building Hierarchy of ProductsNew topic.
Checking if Product Exists in HierarchyNew topic.
Removing Products from HierarchyNew topic.
Retrieving the List Option GroupNew topic.
Retrieving of Product HierarchyNew topic.
Retrieves List of Parent ProductNew topic.
Retrieves List Product IDsNew topic.
Retrieves List of Category IDsNew topic.
Constraint Web Service 2New topic.
Associating Constraint Rule to Products Added to the CartNew topic.
Troubleshooting CPQ SOAP APIsNew topic.
Remote CPQ Admin ControllerNew topic.
Searching Custom Fields in ObjectsNew topic.
Retrieving Incentives on the CartAdded information about the new parameter BundleLineItemID.
Creating Coupons for IncentivesNew topic.
CPQ Asset-Based Ordering APIsUpdated the request and response parameters of the Change Asset API.
DocumentTopicDescription
Winter '20 Rev IDisabling Constraint Rule Execution upon Cart FinalizationNew topic.
Winter '20 Rev HConfiguring Quick Quote ModeRemoved the content as this feature is no longer supported.
Creating Quick QuotesRemoved the content as this feature is no longer supported.
Winter '20 Rev GRegistering for Conga Push UpgradeNew topic.
Installing CPQ PackagesUpdated the topic with a tip about Conga Push Upgrade.
Preparing for UpgradeUpdated the topic with a tip about Conga Push Upgrade.
Upgrading to CPQ May '22 ReleaseUpdated the topic with a tip about Conga Push Upgrade.
Winter '20 Rev FAbout Product Attribute Value ExtensionsUpdated the topic with information about using Product Attribute Value Extension Objects in Search Filter(CPQ).
Creating Promotional BannersRemoved the description because the feature is deprecated.
Defining Multiple Contracts to be Used in a QuoteUpdated the description of the "Solution" section.
Winter '20 Rev EEnabling Enterprise as a QTC Profile ValueUpdated the topic with information about a cloning proposal.
Configuring Custom Button to Access Configuration Page DirectlyUpdated the topic with information about multi-currency org.
Tasks Available in the Smart Cart FlowUpdated the topic with information about cloning proposals that are not finalized.
Winter '20 Rev DEnabling Optimized Attribute RetrievalUpdated the topic.
Creating Option GroupsUpdated the topic.
Associating Options to a BundleUpdated the description of the field Allow Cloning.
Adding Miscellaneous ItemsAdded a note about the inability to modify miscellaneous line items once add to the cart. 
Assigning the Configuration to the Collaborator or QueueAdded a note about miscellaneous line items not being supported in Quote Collaboration.
Winter '20 Rev CConfiguring Option Net Adjustment Rollup to BundleNew topic.
Configuring Renewal SettingsAdded the "To synchronize renewal lines to renewal opportunities" section.
Pricing ProductsUpdated the topic with information about Bundle and Summary Group Net Adjustment %.
CPQ Admin Web ServiceNew topic.
Creating New ProductsNew topic.
Creating New CategoriesNew topic.
Associating Products to CategoryNew topic.
Building Hierarchy of ProductsNew topic.
Checking if Product Exists in HierarchyNew topic.
Removing Products from HierarchyNew topic.
Retrieving the List Option GroupNew topic.
Retrieving of Product HierarchyNew topic.
Retrieves List of Parent ProductNew topic.
Retrieves List Product IDsNew topic.
Retrieves List of Category IDsNew topic.
Constraint Web Service 2New topic.
Associating Constraint Rule to Products Added to the CartNew topic.
Troubleshooting CPQ SOAP APIsNew topic.
Remote CPQ Admin ControllerNew topic.
Searching Custom Fields in ObjectsNew topic.
Winter '20 Rev BConfiguring Lookup Field Settings

Added the following fields and description:

  • Lookup Record Limit
  • Junction Object Name
  • Junction Field Name
  • Junction Default Flag
  • Filter Criteria 2
Creating Price List ItemsUpdated the description of the Price Type and Price Method fields.
Adding Additional Details to a Price List ItemUpdated the description of the Price Type and Price Method fields.
Creating Quotes from OpportunitiesUpdated the topic. Added information about QTC Profile.
Finalizing ProductsUpdated the topic. Added information about QTC Profile.
Creating Favorite ConfigurationUpdated the sample code.
Winter '20 Rev AConfiguring Custom SettingsUpdated the description of the Enable File setting under Config System Properties and Proposal System Properties.
Configuring Display Actions SettingsAdded a note about the Update Price button.
Creating QuotesUpdated a note with information about fields Grand TotalNet Amount, and Unit Price.
Marking Quotes as PrimaryUpdated the topic with steps on making a quote as primary.
Tasks Available in the Smart Cart FlowUpdated description of Clone(With Line Items)
Updating Category Hierarchy for multiple CategoriesUpdated the sample code.
Updating Category Hierarchy for a single CategoryUpdated the sample code.
CPQ Asset-Based Ordering APIsUpdated the Authentication section.
Winter '20Configuring Installed Products SettingsAdded the Cotermination Preferences During Renewal and Default Renewal Cotermination Option settings in RENEWAL section.
Configuring Post-Installation SettingsUpdated the topic with information about running Custom Setting Maintenance Job.
Configuring Custom Settings
  • Added the Alert Asset Related To Renewal CartCotermination Preferences During Renewal and Default Renewal Cotermination Option settings in Installed Product Settings.
  • Added a note for information about Custom Settings Maintenance Job.
  • Updated the description of Constraint Rules Execution Mode.
  • Updated the description of Enable Field Expressions under Config System Properties.
Creating Custom Buttons for Different FlowsAdded a new parameter styleSheetURL.
Creating ProductsUpdated the topic with the Renewal Lead Time field description.
Configuring Config Page SettingsUpdated the topic description and added information about support for Sidebar Action in the Display As field.
Configuring Display Actions SettingsUpdated the topic description.
Creating Custom Buttons for Different FlowsReplaced isCartApprovalDisabled with useAdvancedApproval and isPricingGuidanceDisabled with useDealOptimizer, updated descriptions.
Defining the Scope of a PromotionUpdated the description of the Product field with the Include Bundle Options (AND) option under Buy X Get X.
Defining the Benefits of a PromotionRemoved the In option on the Benefits section for Buy X Get Y promotions.
Defining the Limits of a PromotionUpdated the topic with information about applying incentive limits across quotes for the same account.
Running Maintenance JobsUpdated the topic. Added information about Custom Settings Maintenance batch job.
Action Params Callback ClassNew topic.
Action Invoker Callback ClassNew topic.
Creating Custom Product Attribute Value ExtensionsUpdated the topic description.
About Product Attribute Value ExtensionsNew topic.
Configuring Conga Sign for eSignatureNew topic. New feature.
Configuring Configuration Engine SettingsAdded the Constraint Rule Execution Mode field 
Configuring Config Page SettingsAdded the following fields:
  • Max Inline Option Attributes
  • Enable Option Page Search
Cascading Shared Attribute ValuesNew topic. New feature.
Classifying AttributesNew topic. New feature.
Enabling Optimized Attribute RetrievalNew topic. New feature.
Associating Options to a BundleUpdated the information about the lock icon for the quantity of options.
Action Callback ClassNew topic.
IActionCallback2 InterfaceNew topic.
IActionCallback3 InterfaceNew topic.
Using Proposal Document GenerationUpdated the topic with a note about warning message on email pop-up.
Configuring Application Management SettingsUpdated the topic with a note about disabled values.
Creating Price Ramps for a ProductAdded a note about the increased scalability of price ramps.
Applying Promotions on Line Items in the CartUpdated the topic with information about display of promotions on the cart.
Viewing Assets from an AccountAdded a note about the display of the Use the Proposal End Date option on the Confirm Renewal intermediate page.
About Asset-Based Ordering FlowsAdded a note about the display of the Use the Proposal End Date option on the Confirm Renewal intermediate page.
Renewing Assets ManuallyUpdated the topic with information about enhanced Confirm Renewal intermediate page and handling manual renewal of assets that are associated with a system-generated renewal quote.
Renewing Assets in Auto Renewal ModeUpdated the topic with information about a warning during renewal.
Renewing Assets in OnDemand Renewal ModeUpdated the topic with information about a warning during renewal and renewing assets in OnDemand Renewal mode based on the Renewal Lead Time specified in products.
Managing Asset Increment with Coterminate LinesAdded a note about the display of the Use the Proposal End Date option on the Confirm Renewal intermediate page.
Renewing Assets Manually in the Contract FlowUpdated the topic with information about enhanced Confirm Renewal intermediate page and handling manual renewal of assets that are associated with a system-generated renewal agreement.
Renewing Assets in Auto Renewal Mode in the Contract FlowUpdated the topic with information about a warning during renewal.
Renewing Assets in OnDemand Renewal Mode in the Contract FlowUpdated the topic with information about a warning during renewal and renewing assets in OnDemand Renewal mode based on the Renewal Lead Time specified in products.
About Smart Cart

Updated the topic with the following information:

  • Removed multiple adjustments as limitations 
  • Added synchronizing proposal line item with opportunity as a limitation.
Tasks Available in the Smart Cart FlowUpdated the topic. Added information about multiple adjustments and revalidation.
Sending Documents for eSignature Using Conga SignNew topic. New feature.
Managing Mass Update of Product FieldsUpdated the topic with information about Advanced Filter.
Applying Advanced Filters on the CartUpdated the topic with information about the Select All Qualified Lines checkbox.
CPQ Asset-Based Ordering APIsNew topic.
REST API GuideNew topic.
DocumentTopicDescription

Summer 2020 Rev A

Enabling PDF Security for Generated Proposal DocumentsUpdated the code for Admin Entry in the topic.
Configuring Installed Products SettingsUpdated the description of the Asset Termination Fields setting with a warning.
Configuring Custom SettingsUpdated the description of Asset Termination Fields setting with a warning.
Configuring Display Columns SettingsUpdated the description of Display Type and Field Name settings.
Setting Up Service CPQNew topic.
Working with the Mini-CartNew topic.
Configuring a Product from the CatalogUpdated the topic with information about Mini-cart, and Edit and View buttons. .
Using Proposal Document GenerationUpdated the topic with information about Rename and Delete buttons.
Viewing the Cart in Grid ViewUpdated the topic with information about Edit and View buttons.
Presenting a Quote/ProposalUpdated the topic with a note about contact details.
Summer 2020Configuring Custom Button to Access Configuration Page DirectlyNew topic. New feature.
Configuring Display Columns SettingsUpdated the topic with a note for the Display Type Asset Termination.
Configuring Large Document Generation for QuoteNew topic. New feature.
Managing Constraint RulesUpdated the topic with information about support for Show Messages and Prompt in Match in Assets Match Conditions in CSCR. Updated the topic description.
Configuring Custom Settings
  • Added Update View Category Batch Size in Config System Properties.
  • Added the following settings in Proposal System Properties:
    • Large Doc Threshold

    • Large Doc Process Batch Size
Managing Currency ConversionNew topic. New feature.
Enabling Price RampsUpdated the topic with information about ramps inheriting Cumulative Range - Line Item price matrices from the price list item.
Enabling Auto Ramp CreationUpdated the topic description.
Creating Custom Buttons for Different FlowsUpdated the topic with information about the useAdvancedCurrency parameter.
Defining the Criteria of a PromotionUpdated the description of the Value field.
Configuring the Apply Promotion WindowNew topic.
Configuring Display Actions SettingsUpdated the topic with information about configuring action buttons on the Configuration page.
Creating Product Attribute RulesUpdated the topic with information about support for null value in scope.
Pricing Extension Callback Class for Smart CartUpdated the topic description.
Creating Custom Product Attribute Value ExtensionsUpdated the topic description.
Enabling Quote Collaboration in the OrgUpdated the topic with information about Field Det Settings for Quote Collaboration
Running Maintenance JobsUpdated the topic with information about Category and Bundle Maintenance.
Managing ProductsUpdated the topic description.
Creating ProductsRemoved information about Has Defaults.
Managing Categories and HierarchiesUpdated the topic description. Updated the description of Offering and Option Group.
Reordering Root Categories on the Catalog PageUpdated the topic description and added a note about editing layout.
Running a Category Maintenance JobUpdated the topic description and moved the Category Maintenance section to Running Maintenance Jobs topic.
Creating Option GroupsUpdated the description of Offering and Option Group.
Creating Price ListsUpdated the topic description.
Associate a Price List with CategoriesUpdated the topic description.
Adding Additional Details to a Price List ItemUpdated the topic description.
Applying the Default Pricing to ProductsUpdated the topic description.
Creating Price RulesetsUpdated the topic description.
Creating Price RulesUpdated the topic description.
Creating Price DimensionsUpdated the topic description.
Managing Contract PricingUpdated the topic description.
Defining Contracts to be Used in a QuoteUpdated the topic description.
Defining Multiple Contracts to be Used in a QuoteNew topic.
Configuring Contract Pricing through Price AgreementsNew topic.
Enabling Multiple Adjustments at the Line-Item LevelUpdated the topic description.
Managing Product GroupsUpdated the topic description.
About Search Filters (CPQ)Updated the topic description.
Configuring Search Filter (CPQ)Updated the topic with a reference image.
Managing Product RulesUpdated the topic description.
Creating Constraint RulesUpdated the topic with information about Bundle Context.
Creating Constraint Rule ConditionsUpdated the topic description.
Creating Constraint Rule ActionsUpdated the topic description.
Scenarios for Using Constraint RulesUpdated the topic description.
Creating Product Attribute ValuesUpdated the topic description.
Creating Attribute Value MatricesUpdated the topic description.
Types of PromotionsUpdated the topic description.
Defining User Profiles and PermissionsUpdated the topic description.
Configuring Incentive RecordsUpdated the topic description.
Creating Price Dimensions for a PromotionUpdated the topic description.
Creating Child FiltersUpdated the topic description.
Configuring Data Rollups for PromotionsUpdated the topic description.
Defining the Scope of a PromotionUpdated the topic with information about including bundle with options in the Scope of promotions.
Defining the Criteria of a PromotionUpdated the topic description.
Defining the Benefits of a PromotionUpdated the topic description.
Generating Coupons for a PromotionUpdated the topic description.
About Integration of Assets with ContractsUpdated the topic description.
Configuring Auto Renewal of AssetsUpdated the topic description.
Renewing an Asset in Auto Renewal ModeUpdated the topic description.
Renewing an Asset in OnDemand Renewal ModeUpdated the topic description.
Using the Search FilterRemoved the topic.
Configuring Conditional Inclusion of OptionsRemoved the topic.
Applying Promotions on the Products in the Shopping CartUpdated the topic with information about combining promotions.
Managing Cart ViewsUpdated the topic description.
Splitting an AssetUpdated the topic with minor changes on the Cart page for split-swap bundles and options.
Swapping an AssetUpdated the topic with a minor change about the user seeing the Confirm Installed Products Swap page or the Confirm Swap pop-up.
Terminating an AssetUpdated the topic with a minor change about read-only fields on the Cart page.
Searching AssetsUpdated the topic with search optimization for the Installed Products page.
Generating a Quote/ProposalUpdated the topic with information about the Submit button for Large Document Generation for a quote.
Tasks Available in Smart Cart FlowUpdated the description of the tasks to clone(with Line Items) and create an agreement with line items.
Quote Lifecycle CollaborationUpdated the description.
Assigning the configuration to the Collaborator or QueueUpdated the description.
Working on the Configuration RequestUpdated the description.
Merging the Configurations in the Parent CartUpdated the description.
Creating a Price Ramp for a ProductUpdated the topic with information about creating price ramps for products with Related Pricing.
Creating Quote/Proposals from OpportunitiesUpdated the description.
Contract PricingUpdated the description.
Renewing an AssetUpdated the description.
Renewing Assets ManuallyUpdated the description.
Use Case: Different Renewal DatesNew topic.
Renewing Assets AutomaticallyNew topic.

Renewing an Asset in Auto Renewal Mode

New topic.
Use Case: Grouping of Assets without Renewal Group Fields During Renewal
Use Case: Grouping of Assets with Renewal Group Fields During RenewalNew topic.
Renewing an Asset in OnDemand Renewal ModeNew topic.
Use Case for Renewals without GroupingNew topic.
Terminating an AssetUpdated the description.
Use Case: Terminating an Asset When Billing Management is InstalledNew topic.
Use Case: Same Day CancellationNew topic.
Use Case: Terminating a Renewed AssetNew topic.
Managing Assets through ContractsUpdated the description.
Managing Assets in the Contract + Proposal FlowNew topic.
Changing Assets in the Contract + Proposal FlowNew topic.
Renewing Assets in the Contract + Proposal FlowNew topic.
Swapping Assets in the Contract + Proposal FlowNew topic.
Terminating Assets in the Contract + Proposal FlowNew topic.
Managing Assets in the Contract FlowNew topic.
Changing Assets in the Contract FlowNew topic.
Renewing Assets in the Contract FlowNew topic.
Renewing Assets Manually in the Contract FlowNew topic.
Renewing Assets Automatically in the Contract FlowNew topic.
Renewing an Asset in Auto Renewal Mode in the Contract FlowNew topic.
Renewing an Asset in OnDemand Renewal Mode in the Contract FlowNew topic.
Swapping Assets in the Contract FlowNew topic.
Terminating Assets in the Contract FlowNew topic.
Adding a Miscellaneous Item to the CartNew topic. New API.
Abandoning a ConfigurationNew topic. New API.
Finalizing Configuration in Smart CartNew topic. New API.
Cloning Primary Line ItemsNew topic. New API.
Creating Bundle Line ItemsNew topic. New API.
Copying AttachmentsNew topic. New API.
Creating a Task After Proposal is PresentedNew topic. New API.
Retrieving Name of the First TemplateNew topic. New API.
Retrieving Templates in a ProposalNew topic. New API.
Deleting an Email TemplateNew topic. New API.
Updating a ProposalUpdated sample code.
Retrieving Incentives on the Cart

Updated the topic with information about new parameters.

Retrieving Incentives Applied on the CartNew topic. New API.
Setting Incentives for CartNew topic. New API.
DocumentTopicDescription
Spring 2020 Rev BIntegrating Conga with External SystemsNew topic for external integrations using the Conga CPQ SOAP API.
Generic API Operations in Salesforce (SOAP)New topic describing examples of calling generic Salesforce SOAP methods for creating and retrieving common Salesforce objects referenced by Conga APIs.
CPQ Web Service(Apttus_CPQApi)Renamed the topic from "CPQ Web Service". Updated the topic description.
Creating a Cart from a QuoteUpdated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
Retrieving Categories for a Price ListUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Retrieving Products and List Prices for a Price ListUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Retrieving Products and List Prices for a Price List and CategoryUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Retrieving Products and List Prices For a Price List and Search TextUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Retrieving Option Groups, Options, and List Prices for a Price List ProductUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Adding Products to a CartUpdated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
Adding a Bundle to a CartUpdated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
Adding a Custom BundleUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Adding Options to a BundleUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Cloning Bundle Line Items on the CartUpdated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
Cloning Line Items on the CartUpdated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
Cloning Option Line Items on the CartUpdated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
Comparing ProductsUpdated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
Associating Constraint Rules to a CartUpdated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
Applying Constraint Rules to Deleted ProductsUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Adding Price Ramps to a Cart (CPQ Web Service)Updated the topic with API signature.
Computing the Net Price for a BundleUpdated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
Updating Price For A CartUpdated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
Price Breakup for a Cart or Specific Line ItemUpdated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
Removing a Bundle from a CartUpdated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
Removing Multiple Bundles from a CartUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Removing Line Items from the CartUpdated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
Removing Options from a BundleUpdated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
Retrieving Constraint Rules ResultsUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Retrieving Incentives on the CartUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Retrieving Asset Line ItemsUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Abandoning a CartUpdated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
Finalizing a CartUpdated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
Synchronizing a CartUpdated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
Updating Quote TermsUpdated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
Computing Shipping for Cart Line ItemsUpdated the topic with API signature.
Computing Taxes for Cart Line ItemsUpdated the topic with API signature.
CPQ Web Service (Apttus_Config2)New topic.
Creating Product Line ItemsMoved the topic from "CPQ Web Service". Updated the topic with API signature.
Registering Split Cart ParametersMoved the topic from "CPQ Web Service". Updated topic to identify API as a global method and added signatures.
Finalizing the Configuration VersionMoved the topic from "CPQ Web Service". Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
Finalizing the Configuration Version with Synchronization TasksMoved the topic from "CPQ Web Service". Updated the topic with API signature.
Batch Update ServiceUpdated the topic description.
Updating Category Hierarchy for a single CategoryRenamed the topic from "Updating a Specific Category".
Updating Category Hierarchy for multiple CategoriesRenamed the topic from "Updating Multiple Categories".
Quote/Proposal Config Web ServiceUpdated the topic description. 
Accepting a QuoteUpdated topic to include API signature, and SOAP Response/Request XML for API integration.
Quote Collaboration ServiceRenamed the topic from "Collaboration Structure". Updated the topic description.
Adding Products to a Collaboration RequestUpdated the topic with API signature.
Favorite Configuration Global ServiceNew topic.
Creating Favorite ConfigurationRenamed the topic from "FavoriteConfiguration Web service". Updated the topic with API signature.
Asset ServiceUpdated the topic description.
Fetching Asset Line ItemsUpdated topic to identify API as a global method and added signatures.
Getting a count of Asset Line ItemsUpdated topic to identify API as a global method and added signatures.
Swapping AssetsUpdated topic to identify API as a global method and added signatures.
Getting a list of Products to be swapped with AssetsUpdated topic to identify API as a global method and added signatures.
Terminating AssetsUpdated topic to identify API as a global method and added signatures.
Renewing AssetsUpdated topic to identify API as a global method and added signatures.
Incrementing AssetsUpdated the topic with API signature.
Changing AssetsUpdated topic to identify API as a global method and added signatures.
Merging Duplicate AssetsUpdated topic to identify API as a global method and added signatures.
Batch Job ServiceUpdated the topic description.
Splitting a Smart CartUpdated topic to identify API as a global method and added signatures.
Updating Price for the Smart CartUpdated topic to identify API as a global method and added signatures.
Updating Price For A CartUpdated topic to identify API as a global method and added signatures.
Proposal Web ServiceUpdated the topic description.
Retrieving Proposal Field Values from AccountUpdated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
Retrieving Proposal Field Values from OpportunityUpdated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
Retrieving Field Values from ProposalUpdated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
Creating Proposal Line Items from OpportunityUpdated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
Updating a ProposalUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Cloning Email TemplateUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Cloning Document TemplatesUpdated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
Getting the Proposal Document Output FormatUpdated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
Spring 2020 Rev AConfiguring Custom SettingsUpdated the description of the Document Naming Convention setting under Proposal System Properties.
Synchronizing Related Line Items with Opportunity Line ItemsUpdated the topic with a note that this feature is applicable only for Service CPQ.
Spring 2020Configuring Installed Products SettingsUpdated the description of the Editable Fields for Cancelled Lines, Asset Termination Fields, and Renewal Business Object Type settings. Added the Account Hierarchy Batch Size setting. Removed the Change:MassEdit option from the Submenu Actions setting.
Creating Price List ItemsUpdated the note in the description of the Charge Type Criteria setting.
Configuring Pricing Engine SettingsUpdated the topic with information about turning on or of defer pricing at a flow level and selectively skipping the totaling of pricing of products on the Cart.
Configuring Custom Settings

Updated the topic with information about the following custom settings:

  • Added the following custom setting:
    • Base Private Properties
  • Updated the Config System Properties > CSS Override setting description.
  • Added the following settings in Config System Properties:

    • Product Sorting Fields

    • Refine Search Checkbox Display Limit
  • Added a note for the Enable Price Matrix Audit Trail setting in Config System Properties.
  • Added the following settings in Proposal System Properties:
    • Document Naming Convention
  • Added the following field in Config Custom Classes:
    • Revalidation Callback Class
  • Added the Account Hierarchy Batch Size field in Installed Products Settings. Removed the Mass Edit Action Criteria Fields setting. Removed the Change:MassEdit option from the Submenu Actions setting. 
  • Updated the description of the Editable Fields for Cancelled Lines and Renewal Business Object Type fields in Installed Products Settings.
CPQ Package ObjectsAdded the object of the Apttus Base Library package.
Installing CPQ PackagesUpdated the topic with information about the Apttus Base Library package.
Upgrading CPQUpdated the topic with information about upgrading from the previous two releases to the current release.
Configuring Product SortNew topic. New feature
Creating Price RulesetUpdated the topic with information about defining currency for the price ruleset.
Creating Price RuleUpdated the topic with information about setting the UOM and effective dates for price rule entry.
Creating Price DimensionsUpdated the topic with more information about Context Type and Type.
Applying Miscellaneous Pricing to a ProductUpdated the description of the Disable Asset Integration setting with a note.
Managing CPQ Formula FieldsNew topic. New feature
Creating Constraint Rule ActionsUpdated the description of the Match in Assets Match Conditions.
Managing Constraint RulesUpdated the topic. Added information about support for the Match in Assets Match Conditions in inclusion rules.
Opportunity Renewal - OnDemandMoved the section about Asset Renewal Callback Class to the new topic "Asset Renewal Custom Callback Class".
Creating Custom Buttons for Different FlowsRenamed the topic from "Creating a custom button for the new user interface". Updated the topic with information about the asyncFinalize parameter. Added the isCartTotalingDisabled, isCartApprovalDisabled, isPricingGuidanceDisabled, and &deferPricingUntilCart parameters.
Visibility Rules through Custom ClassesRenamed the topic to "Product Filter Callback Class" and moved the new topic under "Customizing CPQ Using Callbacks".
Using Asset Line Item Callback ClassRenamed the topic to "Asset Line Item Callback Class" and moved the new topic under "Customizing CPQ Using Callbacks".
Customizing CPQ Using CallbacksNew topic.  Added description for Callback Class
Display Action Callback ClassUpdated the description.
Option Filter Callback ClassUpdated the description.
Asset Line Item Callback Class Updated the topic description. Renamed this topic from "Using Asset Line Item Callback Class" to "Asset Line Item Callback Class". 
Asset Renewal Custom Callback ClassNew topic.
Product Attribute Callback ClassNew topic.
Related Pricing Callback ClassNew topic.
Validation Callback ClassNew topic.
Product Filter Callback ClassUpdated the topic description. Renamed this topic from "Visibility Rules through Custom Classes" to "Product Filter Callback Class". 
Adjustment Line Item CallbackUpdated the description.
Pricing Callback ClassUpdated the description of the topic.
Revalidation Callback ClassNew topic. New feature.
Managing PromotionsUpdated the definition and scope of Promotions Management.
Defining the Benefits of a PromotionUpdated the topic with information about using operators to define multiple benefit products.
Creating Approval Workflows for PromotionsUpdated the topic with information about selectively skipping approval of the Cart.
Managing Categories and HierarchiesUpdated this topic with information about category types.
Creating CategoriesUpdated the description of the topic. Shifted the details about category types to the topic "Managing Categories and Hierarchies". And removed information about the Manage Options Groups menu.
Creating Option GroupsUpdated the navigation path to the Manage Option Groups menu.
Associating Options to an Option GroupUpdated the navigation path to the Manage Option Groups menu.
About Manage Field Expressions PageNew topic. Added information about a dedicated page to manage field expression.
About Manage Rollups PageNew topic. Added information about a dedicated page to manage rollups.
About Manage Rules PageNew topic. Added information about a dedicated page to manage rules.
Associating Products to a Product GroupUpdated the topic description with information about searching product associated with the product group.
Logging in to CPQUpdated the topic with information about My Domain.
Configuring Display Columns SettingsAdded the Asset Termination Display Type and a note for the Mass Edit (Assets) Display Type.
Enabling Price Breakup for ProductsUpdated the topic with information about displaying custom fields in Price Breakup pop-up.
Adding Custom Columns to the Mass Edit (Assets) WindowRemoved the topic because it is an invalid feature.
Configuring Renewal SettingsUpdated the topic for clarity and added the "To schedule a batch job for creating renewal opportunity" section. Updated the description of the Renewal Business Object Type setting.
Searching a Product from the CatalogUpdated the topic with information about sorting the products on the Catalog.
Configuring a Product from the CatalogUpdated the topic with information about is Optional checkbox.
Opening Cart in Read-only modeNew topic. Added information about Cart in read-only mode
Use Case: Renewing Merged Assets with the Same Purchase IdentifierNew topic. New feature for this release.
Managing AssetsUpdated the topic with information about sorting assets on the Installed Products page.
Renewing an AssetUpdated the topic with notes about Farthest End Date. Updated the topic with an enhanced note on renewable products.
Merging AssetsUpdated the topic with notes about Effective Date field and Related Line Items popup. Also updated that the end date is not editable for cancelled lines.
Swapping an AssetUpdated the topic with notes about selectively displaying fields while swapping assets.
Terminating an AssetUpdated the topic with information about editing a custom currency field.
Impact of Asset actions on Billing SchedulesAdded the Proration Period Treatment field and updated the definition of Billing Day of the Month and Billing Cycle Start fields.
Performing Mass Update for AssetsRemoved the topic because it is an invalid feature.
Viewing Service Products on the Installed Products pageUpdated the note about validating service assets based on criteria.
Adding ProductsUpdated the description.
About Product ConfigurationNew topic. Added information about product configuration status.
Using Deal GuidanceUpdated the topic with information about enhanced support for Deal Guidance and selectively skipping Deal Guidance.
Smart CartUpdated the description. Added Multiple Adjustments as a limitation. 
Tasks Available in Smart Cart FlowUpdated the description. Removed Multiple Adjustments as an available functionality.
Logging on to CPQUpdated the description.
Cloning Bundle Line Items on the CartUpdated the topic with a note about using the Line Number field instead of the Primary Line Number field.
Batch Update ServiceRenamed from the topic "BatchUpdate Web Service".
Proposal Web ServiceNew topic.
Adding a Custom BundleNew topic. New API
Retrieving Proposal Field Values from AccountNew topic. New API
Retrieving Proposal Field Values from OpportunityNew topic. New API
Creating Proposal Line Items from OpportunityNew topic. New API
Updating ProposalNew topic. New API
Removing Options from a BundleNew topic. New API
Retrieving Field Values from ProposalNew topic. New API
Getting the Proposal Document Output FormatNew topic. New API
Cloning Email TemplateNew topic. New API
Cloning Document TemplatesNew topic. New API
Creating Product Line ItemsNew topic. New API
Finalizing the Configuration VersionNew topic. New API
Finalizing the Configuration Version with Synchronization TasksNew topic. New API
Merging AssetsNew topic. New API
DocumentTopicDescription
Winter 2019Configuring Custom Settings

Updated the topic with information about the following custom settings:

  • Updated Lookup Field Settings section. Added information about Product Configuration object in Object Name field.
  • Updated the Config System Properties > Selling Term Calculation Method setting description.
  • Updated the Config System Properties > Constraint Rules Execution Mode setting description.
  • Added the Installed Products Settings > Merge Action Criteria Fields setting details.
  • Added the following settings in Config System Properties:

    • Auto Execute Pre-Pricing Step

    • Auto Execute Post-Pricing Step

    • Custom Pre-Pricing Fields

    • Split Cart Threshold

    • Split Cart Criteria Fields

    • Defer Pricing
    • Pricing Batch Size
    • Pricing Profile
    • Auto Sync With Opportunity
Configuring Installed Products SettingsUpdated the topic with information about the Submenu Actions, Merge Action Criteria Fields, End Date preferences for Cotermination, and Hide Asset Actions settings.
Configuring Custom Settings

Updated the topic with information about the following custom settings:

  • Config Asset Pricing Criteria Fields
  • Config Asset Pricing Default
  • Config Custom Classes
  • Config Custom Display Actions
  • Config Custom Display Columns
  • Config Data Cache
  • Config Field Set
  • Config Flow
  • Config Select Options Settings
  • Config Select Products Settings
  • Config User Preferences
Using Asset Line Item Callback ClassUpdated the topic with a new sample code.
Configuring Smart CartNew topic. New feature for this release.
Use Case for Configuring Smart CartNew topic. New feature for this release.
Pricing Extension Callback Class For Smart CartNew topic. New feature for this release
Creating Price DimensionsUpdated the topic with more options in Context Type.
Synchronizing Related Line Items with Opportunity Line ItemsNew topic. New feature for this release.
Option Filter CallbackUpdated the topic description.
CPQ Package Objects

Update the description of the following objects:

  • Billing Plan
  • Billing Plan Item
  • Billing Plan Template
  • Billing Plan Template Item
  • Billing Preference
Defining the Scope of a PromotionUpdated the topic with information about adding product groups to promotions scope.
Enabling Price BreakupUpdated the topic with information about displaying custom fields in Price Breakup.

Creating Price Rules

Creating Price Matrices

Configuring Related Pricing

Updated the topics with information about formula fields when defining price or adjustment.
Contract PricingUpdated the topics with information about generating contract price list items for bundles with the same option.
Running a Category Maintenance JobUpdated the topic with details on incremental updates for category views.
Configuring Asset Visibility on the Installed Products PageUpdated the topic with a note about critical attributes.
Configuring the Custom Attributes PageUpdated the topic with enhanced description.
Configuring Cart Page SettingsUpdated the topic to add the details for CART LINE COLUMNS.
Associating an Attribute Group to a ProductUpdated the topic with the description of the Is Primary setting.
Migration Script for Cart ViewsUpdated the topic. Updated the Migration Script
Constraint RulesUpdated the topic. Added a note about Service CPQ.
Applying Advanced FiltersNew topic. New feature for this release.
Adding Miscellaneous ItemsNew topic. Added more information about adding miscellaneous items.
Managing AssetsUpdated the topic with the sorting method of the assets.
Merging AssetsNew topic. New feature for this release.
Service PricingUpdated the description of the topic.
Smart CartNew topic. New feature for this release.
Tasks Available in Smart Car FlowNew topic. New feature for this release.
Smart Cart PricingNew topic. New feature for this release.
Swapping an AssetUpdated the topic with information about selling term calculation.
Splitting an AssetUpdated the topic with information about splitting bundle products and the Amended status of standalone and bundle products.
Terminating an AssetUpdated the topic with information about editable fields on cancelled lines.
Changing a Configurable Bundle AssetUpdated the topic with the step of clicking the wrench icon.
Changing the Attributes of an AssetUpdated the topic with the step of clicking the wrench icon.
Renewing an AssetUpdated the topic with information about Renewal Adjustment Type and Renewal Adjustment Amount columns.
Configuring a Product from the CatalogUpdated the topic. Added a note in the section To configure product attributes.
Pricing ProductsUpdated the topic. Added a note in the section To price a product on the shopping cart.
Registering Split Cart ParametersNew topic. New API
Batch Job ServiceNew topic.
Splitting a Smart CartNew topic. New API
Updating Price for the Smart CartNew topic. New API
DocumentTopicDescription
Summer 2019Configuring Installed Products SettingsUpdated the topic with information about the ASSET VIEWS setting.
System PropertiesAdded Rounding Mode setting.
Creating Price MatricesUpdated the topic with information about getting the price matrix entry and the Cumulative Range - Line Item setting.
Configuring Currency RoundingNew topic. New feature for this release.
Defining the Scope of a PromotionUpdated the topic with information about the Product field.
Running a Bundle Maintenance BatchUpdated the topic with information about using Batch Mode maintenance for complex bundles.
Config System Properties

Updated the topic with the following new settings.

  • Adhoc/Product Totaling Hierarchy

  • Enable Price Matrix Audit Trail

  • FavoriteFilters

  • Groupby Fields

  • Service Line Split Criteria

  • Totaling Group Type

  • Update View Product Batch Size

  • Update View Use DML Limit

Defining Split CriteriaUpdated the topic with information about Related Line Item and Asset Line Item objects.
Installed Product Settings

Updated the topic with the following new settings.

  • Apply Adj To Current Contract Term
  • Base Price Defaulting Method For Renewal
Client Side Constraint RulesRemoved the topic. The relevant information is mentioned with the appropriate topic.
Constraint RulesUpdated the topic with information about Client-Side Constraint Rules
Create Constraint RulesUpdated the topic with information about effects of deactivated or deleted constraint rules on the finalized cart.
Constraint Rule ActionsUpdated the topic. Modified description of Min/Max Match Rule.
Setting up an Inclusion RuleUpdated the topic with information about Added By and Added By Rule Info fields.
Setting up an Exclusion RuleUpdated the topic with information about Hide functionality.
Applying Promotions on the Products in the Shopping CartUpdated the topic with information about reapplying a promotion.
Contract PricingUpdated the topic with information about adjustments applied as part of contract price and fallback method when contract list price is unavailable.
Managing Views for Assets GridUpdated the topic with information about views on the Assets grid created by the administrator.
Renewing an AssetUpdated the topic with information about renewing an asset using current contract value.
Terminating an AssetUpdated the topic with information about validating the termination date and displaying contract term billing details.
Favorite Configurations on the CartUpdated the topic with information about categorizing favorite configuration using Favorite Filters.
Searching a Product from the CatalogUpdated the topic with information about counter on mini-cart and recommendation icons.
DocumentTopicDescription
Spring 2019 Rev ASystem PropertiesAdded Enable Custom Rounding setting.
Terminating an AssetUpdated the topic with information about showing net price of the current year asset on the termination page.
Spring 2019Configuring Config Page SettingsAdded Enable Option Page Search setting.
Configuring Installed Products SettingsUpdated the topic with information about Change:Split sub-menu action and Split Asset Action settings.
Associating Options to BundlesUpdated the topic with information about the message displayed to run Bundle Maintenance batch job.
Client Side Constraint Rules (CSCR)Updated the topic with a note about support for Match in Location.
Defining a Cost ModelUpdated the topic with information about the Hide Child Cost Types in Price Waterfall option.
Enabling Quote Collaboration in your orgUpdated the topic with information about revoked requirement Modify All setting.
Defining the Scope of a PromotionUpdated the topic with information about searching a product by its name or code.
Data FlowUpdated the topic with information about using the Auto Renewal flag correctly.
Manage Product PageAdded the topic with information about Manage Product page in CPQ Admin.
Cloning ProductsAdded the topic with information about cloning product in CPQ Admin.
Searching a Product from the CatalogUpdated the topic with information about actions products inheriting location of the condition products.
Configuring a Product from the Catalog

Updated the topic with information and a note about search functionality for options and attribute on the configuration page.

Favorite Configurations on the CartUpdated the topic with information about saving constraint rule in favorite configuration.
Working on the Configuration Request

Updated the topic with the information about support for replacement and deletion of collaborated product

Merging the Configurations in the Parent CartUpdated the topic with information about support for automatic child cart updates.
Billing Schedules for Incremented AssetsUpdated the "Increment Asset with Coterminate Lines" topic with a use case for billing schedules.
Splitting an AssetNew topic. New feature for this release.
Terminating an AssetUpdated the topic with information about showing the original asset start date on the intermediate page UI.
Assigning the configuration to the Collaborator or QueueUpdated the topic with information about adding products to a collaboration request.
Accepting a QuoteNew topic. New API
Adding Products to a Collaboration RequestNew topic. New global method.
DocumentTopicDescription
Winter 2018 Rev BApplying and Removing Promotions or Coupons on Line Items in CartMoved this topic from this guide to CPQ on Salesforce Winter 2018 User Guide and merged content in the "Applying Promotions on the Products in the Shopping Cart" topic.
Creating the Price Ramp on the Cart Page

Updated the topic.

  • Removed a limitation about Cart Grid UI.
  • Removed the note about support for IE 11.
Billing for AssetsUpdated the topic with information about billing.
Configuring Document Generation Preview Setup in Internet ExplorerUpdated the topic with a note that the feature is no longer supported. 
Applying Promotions on the Products in the Shopping CartMoved the "Applying and Removing Promotions or Coupons on Line Items in Cart" topic from CPQ on Salesforce Winter 2018 Administrator Guide to this guide and merged the contents.

Creating the Price Ramp on the Configuration Page

This topic is removed because the feature is no longer available.
Winter 2018 Rev AConfig System PropertiesThe Config System Properties related to large cart were removed because the large cart feature was not part of the Winter 2018 release.
Splitting Large CartThis topic is removed because the Large Cart feature was not part of the Winter 2018 release.
Winter 2018Config System Properties

Added a new field.

Enable Notification Feed

Defining Split CriteriaNew topic. New feature for this release.
Multiple Adjustments at the Line ItemUpdated the topic with details on Adjustment Types.
Creating Constraint Rule ActionsUpdated the topic with information about the value Hide in the Action Intent table.
Client Side Constraint Rules (CSCR) EnhancementsUpdated the topic with information that Match in Cart Options is now supported.
Pricing Callback ClassesUpdated the topic with the method onPriceItemSet().
Enabling Quote Collaboration in your orgNew topic. New feature for this release.
Defining Permissions for Favorite FeatureNew topic. New feature for this release.
Associating Options to BundlesUpdated the topic with a note in the topic about shared option groups.
Structure SectionUpdated the topic with a new feature for CPQ Admin.
Lookup Field SettingUpdated the topic with information about the Filter Criteria 2 field.
Installed Products SettingsUpdated the topic with information about End Date Preference Cotermination and sub-menu actions.
Applying and Removing Promotions or Coupons on Line Items in Cart

Updated the topic with information about applying promotions.

(Moved this topic to CPQ on Salesforce Winter 2018 User Guide in Winter 2018 Rev B)

Generating CouponsUpdated the topic with a note about generating coupons.
Adding Custom Columns to the Mass Edit (Assets) Window

New topic. New feature for this release.

Removed the topic in Spring 2020 because it is an invalid feature.

Configuring Service ProductsUpdated the topic with information about cloning service line.
Pricing ProductsUpdated the topic with new options in Adjustment Type and a note to the % Discount Off Lift option.
Assigning the configuration to the Collaborator or QueueUpdated the topic with notes about access permissions being considered in the Collaboration Feature.
Bucket AdjustmentsUpdated the topic with a note about bucket adjustment applicable on the preceding bucket.
Service PricingUpdated the topic with information about splitting the Related Line Items from Service Line.
Configuring a Product from the CatalogUpdated the topic with information about selecting products from a prompt.
Favorite Configurations on the CartUpdated the topic with information about access permissions.
Managing Views for Assets GridNew topic. New feature for this release.
Performing Mass Update for Assets

New topic. New feature for this release.

Removed the topic in Spring 2020 because it is an invalid feature.

Increment Asset with Coterminate Lines

New topic. New feature for this release.

Creating Quote/Proposals from OpportunitiesUpdated the topic with information about purchase identifier.
DocumentTopicDescription
Summer 2018 Rev ACurrency Field PrecisionInformation about the application of Currency Field Precision is added as a note.
Expand Bundles in CartInformation about Pagination feature is added as a note
Summer 2018Creating a Price List

New configuration for creating a price list is added:

Disable Based on Currency Adjustment

Applying Miscellaneous Pricing to a ProductDisable Cost Model field is added.
Creating Price List ItemsNew grouping type such as Summary Group is added.
Adjustment Line Item CallbackAdjustment Line Item callback is added.
Types of PromotionsSales promotion details are added.
Defining the Criteria of a PromotionContains operator is added.
Use Case: Configuring a Promotion for the Total Price on the CartUse case for an order level promotion is added.
Managing Coupons

The Assigned To filter is added.

Information about storage of coupon code is added as a note.

Extending the Lead Time FunctionalitySample callback classes to extend the lead time functionality is added.
Bucket AdjustmentsIncluded a note about the creation of an adjustment line.


Viewing Installed Products Page

Changes to the Installed Products User Interface is added.


 Searching AssetsEnhancements to the Search functionality are added.
Viewing Service Products on the Installed Products pageThe Relate and relate Component flows are added.


 Service PricingService Configuration and pricing information are added.