The following table lists changes in the documentation to support each release.

DocumentTopicDescription
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.
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.
Winter '20 Rev CConfiguring Option Net Adjustment Rollup to BundleNew topic.
Configuring Renewal SettingsAdded the "To synchronize renewal lines to renewal opportunities" section.
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.
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.
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.

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.
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.
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.
Winter 2019




















Configuring 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.
Summer 2019













Configuring 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.
Spring 2019 Rev ASystem PropertiesAdded Enable Custom Rounding setting.
Spring 2019








Configuring 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.
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.
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.
Winter 2018













Config 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.

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 2018







Creating 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.