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

DocumentTopicDescription
Spring 2020 Rev FConfiguring Option Net Adjustment Rollup to BundleNew topic.
Configuring Renewal SettingsAdded the "To synchronize renewal lines to renewal opportunities" section.
Spring 2020 Rev EConfiguring 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.
Spring 2020 Rev DBefore You Install Apttus CPQUpdated the topic to remove information about a feature that was not supported.
Spring 2020 Rev C

Installing the Apttus CPQ PackagesMinor updates to this topic.
Configuring Installed Products SettingsUpdated the description of the Direct Configure Asset Actions setting.
Defining Split CriteriaUpdated the note about the Service Line Split Criteria setting.
Creating Price MatricesUpdated the information about the Admin Setting APTS_DisableCumulativeQuantityAcrossCart.
Spring 2020 Rev B






Validation Callback ClassUpdated the description of the methods.
Configuring Installed Products SettingsUpdated the description of the Submenu Actions and End Date preferences for Cotermination settings.
Configuring Pricing Engine SettingsUpdated the description of the Defer Pricing setting.
Configuring Custom SettingsUpdated the description of the Submenu Actions field in Installed Products Settings and the description of the Defer Pricing setting in Config System Properties
Synchronizing Related Line Items with Opportunity Line ItemsMoved this topic from "Configuring the Cart" to "Managing Quotes or Proposals".
Managing CPQ Formula FieldsUpdated the topic with a note about adding the Picklist value Expression.
Managing Contract PricingUpdated the description of the Contract Pricing feature.
Defining Split CriteriaUpdated the description of the topic and added a note about the Service Line Split Criteria setting.
Spring 2020 Rev ABefore You Install Apttus CPQ

Updates to this topic are removed in Spring 2020 Rev D.

Configuring 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 the Apttus CPQ PackagesUpdated the topic with information about the Apttus Base Library package.
Upgrading Apttus CPQUpdated the topic with information about upgrading from the previous two releases to the current release.
Configuring Product SortNew topic. New feature
Creating Price RulesetsUpdated the topic with information about defining currency for the price ruleset.
Creating Price RulesUpdated 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 ProductsUpdated 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.
Renewing an Existing Opportunity 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 Callbacks.
Using Asset Line Item Callback ClassRenamed the topic to Asset Line Item Callback Class and moved the new topic under Callbacks.
Customizing CPQ Using CallbacksNew topic.  Added description for Callback Class
Display Action Callback ClassUpdated the description.
Option Filter CallbackUpdated 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 ClassesUpdated 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 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.
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 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) Enhancements

Updated the topic with information that Match in Cart Options is now supported.

Pricing Callback Classes

Updated 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 Setting

Updated the topic with information about the Filter Criteria 2 field.

Installed Products Settings

Updated the topic with information about End Date Preference Coterminationand 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 A


Currency 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 CartUsecase 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 Functionality

Sample callback classes to extend the lead time functionality is added.