The following features are new to CPQ in this release.
Introducing Apttus TurboConfig
In this release, CPQ introduces Apttus TurboConfig, a configuration engine to process the product configuration rules. TurboConfig offloads the computation workload from the Salesforce platform to the Apttus Flexible Compute Platform built using microservices. Processing the configuration in the Apttus Flexible Compute Platform reduces the interaction costs and the quote turnaround time specifically during peak load or large transactions.
Introducing Apttus TurboPricing
In this release, CPQ introduces Apttus TurboPricing, an optional pricing engine built using microservices to reduce the processing time on the cart. You can enable TurboPricing to offload complex pricing computation workload from the Salesforce platform to the Apttus Flexible Compute Platform.
Ability to Configure Dated Currency Exchange Rates
In this release, administrators can set the exchange rate between the currency of your organization and another currency for a certain period.
APIs to Retrieve Applied Incentives and Set Incentives for Cart
In this release, CPQ introduces getAppliedIncentiveCodesForCart and setIncentivesForCart APIs for incentives in cart. You can use getAppliedIncentiveCodesForCart to retrieve the incentives that are applied on the cart. You can use setIncentivesForCart to set incentives for the cart or the line item.
Global Method to Finalize a Cart in Smart Cart Flow
In this release, CPQ introduces finalizeCart global method to finalize cart in the Smart Cart flow. The global method also executes post synchronization tasks after finalizing the cart.
Global Method to Clone Primary Line Item
In this release, CPQ introduces clonePrimaryItemColl global method to clone a primary line item from one configuration to another.
The following section describes existing features that are changed (or are no longer supported) in this release.
Apttus User Experience Analysis
With this release, in order to better understand and analyze feature usage and the user experience, Apttus is adding a user experience analysis component to its solution with the assistance of Pendo. The analytics component allows Apttus to tailor improvements and new features to help meet your business requirements and improve the user experience. No action is required on your part and there will be no impact to any existing product features, system functionality, or configured workflows. No personally identifiable information (PII), nor any other proprietary, confidential, or sensitive data will be collected by the analytics component.
During Apttus Base Library installation, if you see an “Approve Third-Party Access” prompt, this refers to the Apttus User Experience Analysis component. Select the Yes, grant access to these third-party web sites check box and click Continue to proceed with the installation. For more information, see Installing the Apttus CPQ Packages.
Ability to Configure Action Buttons on Configuration Page
In this release, CPQ enables you to configure action buttons that are displayed on the Summary panel on the Configuration page. You can add any action button available on the Configuration page to the Summary panel by configuring the Display Action Settings for a flow. You can add a maximum of 3 action buttons to the Summary panel.
Enhancement to the Configure Products Button URL
In this release, CPQ provides an optimized URL for the Configure Product button to launch the Catalog and Cart. The optimized URL launches the Catalog and Cart quickly compared to the existing URL. The reduction in time to launch Catalog and Cart may vary and in some Orgs, the benefits may be very minimal.
Ability to Configure Products Directly from Different Pages in Org
In this release, CPQ enables you can define a formula action to navigate directly to the Configuration page of a product from any page in your org. You can define custom formula action to open the Configuration page directly to add or edit a product. The Sales rep can configure a product directly from any page of the org without navigating through Catalog and Cart pages.
Ability to Generate Documents for Large Quote
In this release, CPQ provides a Large Document Generation feature to generate documents for quotes with a large number of line items. The document generation for a large quote is processed asynchronously in small chunks based on the threshold and batch size
Enhancements to Match in Assets in Client-Side Constraint Rules
In this release, CPQ now supports the following Action Intents with Match in Assets Match Conditions with constraint rule actions in Client-Side Constraint Rules:
- Show Messages action intent with Inclusion type Constraint Rules
- Show Messages and Prompt action intents with Exclusion type Constraint Rules
Support for Blank Value in Scope in Product Attribute Rules in CPQ Admin
In this release, CPQ now allows you to setup the blank values for Product, Product Group, and Product Family scope fields in Product Attribute Rules in CPQ Admin user interface. When you define the scope fields as blank, these fields are not used to evaluate the rule, like when you use the default value All.
Default Value of Group By Field in Cart View
In this release, CPQ sets Product as the default value for the fields Group By on the Create Cart View pop-up. Earlier, it was mandatory for you to edit the Group By field on the Create Cart View pop-up. You can change the value according to your requirement.
Support for Cumulative Range Price Matrices and Ramps on the Same Price List Item
In this release, CPQ allows you to configure Cumulative Range - Line Item price matrix and price ramps on the same price list item. When you have applied Cumulative Range - Line Item price matrix on a product, if you create ramps for that line item, those ramps will have the matrix applied by default.
Ability to Create Price Ramps for Products with Price Method as Related Pricing
In this release, CPQ allows you to create price ramps for products with Related Pricing. When a standalone or a bundle product with options has Price Method = Related Pricing, you can create price ramps.
Enhancement to Apply Promotion Window on the Cart
In this release, CPQ provides you an ability to display a field that indicates whether the promotion can be combined with other promotions. You can add the field Combine With Other Promotions to the Apply Promotion window in Display Column Settings.
Ability to Include Bundle with Options in the Scope of Buy X Get X Promotions
In this release, CPQ allows you to include bundle with options in the Scope section of Buy X Get X promotions. If you select Promotion Type as Buy X Get X on the Information page, you can see the following options:
- Include (OR)
- Include (AND)
- Include Bundle Options (AND)
However, the UI is not available to select different scope for Buy X Get X promotions in this release. You must update the Product Criteria Oper field on the Price Rule object to see these options on the UI.
Enhancements to Incentive API
In this release, CPQ introduces enhances the getIncentivesForCart API to retrieve the incentives that are applied on the cart and line items. You can also retrieve the coupons in an incentive.
Search Optimization for the Installed Products Page
In this release, you can see 20,000 records when you perform a search on the Installed Product page (increased from the earlier limit of 5,000 records). A record is the primary line at a standalone or a bundle product. The 20,000 limit does not count charge types, ramp lines, or option lines.
The Advanced Search on the Installed Products page has been enhanced to improve the efficiency either by filtering the results from the Search Products (global search) or by directly applying the Advanced Search that retrieves 20,000 records as applicable to the filters.
CPQ currently displays only 2000 records on the Installed Products. It is recommended that additional targeted filters be applied to find the desired asset.
Enhanced Assets Swap Flow
In this release, if the administrator adds only the Termination Date field to the Asset Termination Display Type for a flow in Display Column Settings, CPQ displays the Confirm Swap pop-up instead of the Confirm Installed Products Swap page during asset swap.
Enhanced the Confirm Installed Products Swap Page to Display New Fields
In this release, the Confirm Installed Products Swap page is enhanced to look similar to the Confirm Termination page.
- The Confirm Installed Products Swap page displays the original and projected billing details in the following fields:
- Pending Billing
- Total Invoiced
- Estimated Credit
- Current Asset Billing (Invoiced)
- Current Asset Pending Billing
- Current Contract Billing (Invoiced)
- Current Contract Pending Billing
- Current Contract Value
- The Confirm Installed Products Swap page also displays the option products and multiple charge type details.
Apex Errors Displayed on Cart
In this release, CPQ displays apex errors on the cart that was earlier only displayed in the console. The apex errors caused the actions available on the cart to become unresponsive which did not allow you to proceed further to complete the quote.