In these release notes, you can find packages, requirements, features, enhancements, fixed issues, and known issues for the CPQ October23.12.15 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.

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)
14.2.379

14.379.10

Conga Base Library 

(Required if you are using Conga Configuration & Pricing)

4.2.249

4.249

Conga Billing (New)

(Required if you are using Conga Billing)

9.2.377.39.377.3
Conga CLM Configuration Integration 
(Required if you are using CLM)
15.2.018515.185
Conga Configuration & Pricing (New)

15.2.2106.10


15.2106.10
Conga Contract Lifecycle Management (New)14.2.723.214.723.2
Conga CPQ Api 

15.2.0134.1

15.134.1
Conga CPQ Approvals 
(Required if you are using Approvals on CPQ objects)
13.2.2513.25
Conga CPQ Maximizer 9.2.00309.30
Conga CPQ Setup  (New)
(Required if you are using CPQ Admin Console)
15.2.141.315.141.3
Conga Deal Maximizer Setup
(Required if you are using Deal Maximizer)
8.0.00538.53
Conga Deal Maximizer7.0.00077.7
Conga DocuSign Api8.1.142.78.142.7
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

12.2.008512.85
Conga Quote Configuration Integration
(Required if you are using CPQ and Proposal Management)
15.2.040515.405
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)

13.2.026713.267

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.

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.

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

    October '23 and any October '23 patches


New Features 

There are no new features in this release. Keep checking the Conga documentation portal for updates.

Enhancements

There are no enhancements in this release.

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 NumberConga Internal IDDescription

00866446

CPQ-75901

In CPQ Admin, when editing existing CPQ criteria with a picklist field shared between Product and Product Attribute Value (PAV), the value displayed is from the Product field, not PAV.

00868552

CPQ-76294

When you create a new collaboration request for the same line item after completing and accepting the previous request, a validation error occurs on the cart. 
Error message: "The collaboration request has already been created for the selected line items."

00868345

CPQ-76258

In CPQ Admin, when adding an option group to a bundle within a nested scenario, the Min and Max values for sibling option groups are incorrectly changed to 1, even if null values are initially set.

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: CPQOCT23PRN20231215