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What's New
The following table lists changes in the documentation to support each release.
Document | Topic | Description |
---|---|---|
Summer 2020 Rev D | Associating Options to a Bundle | Updated the description of the field Allow Cloning. |
Creating Option Groups | Updated the topic. | |
Summer 2020 Rev C | Configuring Option Net Adjustment Rollup to Bundle | New topic |
Configuring Renewal Settings | Added the "To synchronize renewal lines to renewal opportunities" section. | |
Summer 2020 Rev B | Configuring Lookup Field Settings | Added the following fields and description:
|
Creating Price List Items | Updated the description of the Price Type and Price Method fields. | |
Adding Additional Details to a Price List Item | Updated the description of the Price Type and Price Method fields. | |
Summer 2020 Rev A | Enabling PDF Security for Generated Proposal Documents | Updated the code for Admin Entry in the topic. |
Configuring Installed Products Settings | Updated the description of the Asset Termination Fields setting with a warning. | |
Configuring Custom Settings | Updated the description of Asset Termination Fields setting with a warning. | |
Configuring Display Columns Settings | Updated the description of Display Type and Field Name settings. | |
Summer 2020 | Configuring Custom Button to Access Configuration Page Directly | New topic. New feature. |
Configuring Display Columns Settings | Updated the topic with a note for the Display Type Asset Termination. | |
Configuring Large Document Generation for Quote | New topic. New feature. | |
Managing Constraint Rules | Updated 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 |
| |
Managing Currency Conversion | New topic. New feature. | |
Enabling Price Ramps | Updated the topic with information about ramps inheriting Cumulative Range - Line Item price matrices from the price list item. | |
Enabling Auto Ramp Creation | Updated the topic description. | |
Creating Custom Buttons for Different Flows | Updated the topic with information about the useAdvancedCurrency parameter. | |
Defining the Criteria of a Promotion | Updated the description of the Value field. | |
Configuring the Apply Promotion Window | New topic. | |
Configuring Display Actions Settings | Updated the topic with information about configuring action buttons on the Configuration page. | |
Creating Product Attribute Rules | Updated the topic with information about support for null value in scope. | |
Pricing Extension Callback Class for Smart Cart | Updated the topic description. | |
Creating Product Attribute Value Extensions | Updated the topic description. | |
Enabling Quote Collaboration in the Org | Updated the topic with information about Field Det Settings for Quote Collaboration | |
Running Maintenance Jobs | Updated the topic with information about Category and Bundle Maintenance. | |
Managing Products | Updated the topic description. | |
Creating Products | Removed information about Has Defaults. | |
Managing Categories and Hierarchies | Updated the topic description. Updated the description of Offering and Option Group. | |
Reordering Root Categories on the Catalog Page | Updated the topic description and added a note about editing layout. | |
Running a Category Maintenance Job | Updated the topic description and moved the Category Maintenance section to Running Maintenance Jobs topic. | |
Creating Option Groups | Updated the description of Offering and Option Group. | |
Creating Price Lists | Updated the topic description. | |
Associate a Price List with Categories | Updated the topic description. | |
Adding Additional Details to a Price List Item | Updated the topic description. | |
Applying the Default Pricing to Products | Updated the topic description. | |
Creating Price Rulesets | Updated the topic description. | |
Creating Price Rules | Updated the topic description. | |
Creating Price Dimensions | Updated the topic description. | |
Managing Contract Pricing | Updated the topic description. | |
Defining Contracts to be Used in a Quote | Updated the topic description. | |
Defining Multiple Contracts to be Used in a Quote | New topic. | |
Configuring Contract Pricing through Price Agreements | New topic. | |
Enabling Multiple Adjustments at the Line-Item Level | Updated the topic description. | |
Managing Product Groups | Updated the topic description. | |
About Search Filters (CPQ) | Updated the topic description. | |
Configuring Search Filter (CPQ) | Updated the topic with a reference image. | |
Managing Product Rules | Updated the topic description. | |
Creating Constraint Rules | Updated the topic with information about Bundle Context. | |
Creating Constraint Rule Conditions | Updated the topic description. | |
Creating Constraint Rule Actions | Updated the topic description. | |
Scenarios for Using Constraint Rules | Updated the topic description. | |
Creating Product Attribute Values | Updated the topic description. | |
Creating Attribute Value Matrices | Updated the topic description. | |
Types of Promotions | Updated the topic description. | |
Defining User Profiles and Permissions | Updated the topic description. | |
Configuring Incentive Records | Updated the topic description. | |
Creating Price Dimensions for a Promotion | Updated the topic description. | |
Creating Child Filters | Updated the topic description. | |
Configuring Data Rollups for Promotions | Updated the topic description. | |
Defining the Scope of a Promotion | Updated the topic with information about including bundle with options in the Scope of promotions. | |
Defining the Criteria of a Promotion | Updated the topic description. | |
Defining the Benefits of a Promotion | Updated the topic description. | |
Generating Coupons for a Promotion | Updated the topic description. | |
About Integration of Assets with Contracts | Updated the topic description. | |
Configuring Auto Renewal of Assets | Updated the topic description. | |
Renewing an Asset in Auto Renewal Mode | Updated the topic description. | |
Renewing an Asset in OnDemand Renewal Mode | Updated the topic description. | |
Using the Search Filter | Removed the topic. | |
Configuring Conditional Inclusion of Options | Removed the topic. | |
Spring 2020 Rev A | Configuring Custom Settings | Updated the description of the Document Naming Convention setting under Proposal System Properties. |
Synchronizing Related Line Items with Opportunity Line Items | Updated the topic with a note that this feature is applicable only for Service CPQ. | |
Spring 2020 | Configuring Installed Products Settings | Updated 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 Items | Updated the note in the description of the Charge Type Criteria setting. | |
Configuring Pricing Engine Settings | Updated 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:
| |
CPQ Package Objects | Added the object of the Apttus Base Library package. | |
Installing the Apttus CPQ Packages | Updated the topic with information about the Apttus Base Library package. | |
Upgrading Apttus CPQ | Updated the topic with information about upgrading from the previous two releases to the current release. | |
Configuring Product Sort | New topic. New feature | |
Creating Price Ruleset | Updated the topic with information about defining currency for the price ruleset. | |
Creating Price Rule | Updated the topic with information about setting the UOM and effective dates for price rule entry. | |
Creating Price Dimensions | Updated the topic with more information about Context Type and Type. | |
Applying Miscellaneous Pricing to a Product | Updated the description of the Disable Asset Integration setting with a note. | |
Managing CPQ Formula Fields | New topic. New feature | |
Creating Constraint Rule Actions | Updated the description of the Match in Assets Match Conditions. | |
Constraint Rules | Updated the topic. Added information about support for the Match in Assets Match Conditions in inclusion rules. | |
Opportunity Renewal - OnDemand | Moved the section about Asset Renewal Callback Class to the new topic Asset Renewal Custom Callback Class. | |
Creating Custom Buttons for Different Flows | Renamed 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 Classes | Renamed the topic to Product Filter Callback Class and moved the new topic under Callbacks. | |
Using Asset Line Item Callback Class | Renamed the topic to Asset Line Item Callback Class and moved the new topic under Callbacks. | |
Callbacks | New topic. Added description for Callback Class | |
Display Action Callback Class | Updated the description. | |
Option Filter Callback | Updated 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 Class | New topic. | |
Product Attribute Callback Class | New topic. | |
Related Pricing Callback Class | New topic. | |
Validation Callback Class | New topic. | |
Product Filter Callback Class | Updated the topic description. Renamed this topic from "Visibility Rules through Custom Classes" to "Product Filter Callback Class". | |
Adjustment Line Item Callback | Updated the description. | |
Pricing Callback Classes | Updated the description of the topic. | |
Revalidation Callback Class | New topic. New feature. | |
Promotions Management | Updated the definition and scope of Promotions Management. | |
Defining the Benefits of a Promotion | Updated the topic with information about using operators to define multiple benefit products. | |
Creating an Approvals Workflow for Promotions | Updated the topic with information about selectively skipping approval of the Cart. | |
Managing Categories and Hierarchies | Updated this topic with information about category types. | |
Creating Categories | Updated 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 Groups | Updated the navigation path to the Manage Option Groups menu. | |
Associating Options to an Option Group | Updated the navigation path to the Manage Option Groups menu. | |
About Manage Field Expressions Page | New topic. Added information about a dedicated page to manage field expression. | |
About Manage Rollups Page | New topic. Added information about a dedicated page to manage rollups. | |
About Manage Rules Page | New topic. Added information about a dedicated page to manage rules. | |
Associating Products to a Product Group | Updated the topic description with information about searching product associated with the product group. | |
Logging in to CPQ | Updated the topic with information about My Domain. | |
Configuring Display Columns Settings | Added the Asset Termination Display Type and a note for the Mass Edit (Assets) Display Type. | |
Enabling Price Breakup for Products | Updated the topic with information about displaying custom fields in Price Breakup pop-up. | |
Adding Custom Columns to the Mass Edit (Assets) Window | Removed the topic because it is an invalid feature. | |
Configuring Renewal Settings | Updated 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:
|
Configuring Installed Products Settings | Updated 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:
| |
Using Asset Line Item Callback Class | Updated the topic with a new sample code. | |
Configuring Smart Cart | New topic. New feature for this release. | |
Use Case for Configuring Smart Cart | New topic. New feature for this release. | |
Pricing Extension Callback Class For Smart Cart | New topic. New feature for this release | |
Creating Price Dimensions | Updated the topic with more options in Context Type. | |
Synchronizing Related Line Items with Opportunity Line Items | New topic. New feature for this release. | |
Option Filter Callback | Updated the topic description. | |
CPQ Package Objects | Update the description of the following objects:
| |
Defining the Scope of a Promotion | Updated the topic with information about adding product groups to promotions scope. | |
Enabling Price Breakup | Updated the topic with information about displaying custom fields in Price Breakup. | |
Updated the topics with information about formula fields when defining price or adjustment. | ||
Contract Pricing | Updated the topics with information about generating contract price list items for bundles with the same option. | |
Running a Category Maintenance Job | Updated the topic with details on incremental updates for category views. | |
Configuring Asset Visibility on the Installed Products Page | Updated the topic with a note about critical attributes. | |
Configuring the Custom Attributes Page | Updated the topic with enhanced description. | |
Configuring Cart Page Settings | Updated the topic to add the details for CART LINE COLUMNS. | |
Associating an Attribute Group to a Product | Updated the topic with the description of the Is Primary setting. | |
Migration Script for Cart Views | Updated the topic. Updated the Migration Script | |
Constraint Rules | Updated the topic. Added a note about Service CPQ. | |
Summer 2019 | Configuring Installed Products Settings | Updated the topic with information about the ASSET VIEWS setting. |
System Properties | Added Rounding Mode setting. | |
Creating Price Matrices | Updated the topic with information about getting the price matrix entry and the Cumulative Range - Line Item setting. | |
Configuring Currency Rounding | New topic. New feature for this release. | |
Defining the Scope of a Promotion | Updated the topic with information about the Product field. | |
Running a Bundle Maintenance Batch | Updated the topic with information about using Batch Mode maintenance for complex bundles. | |
Config System Properties | Updated the topic with the following new settings.
| |
Defining Split Criteria | Updated the topic with information about Related Line Item and Asset Line Item objects. | |
Installed Product Settings | Updated the topic with the following new settings.
| |
Client Side Constraint Rules | Removed the topic. The relevant information is mentioned with the appropriate topic. | |
Constraint Rules | Updated the topic with information about Client-Side Constraint Rules | |
Create Constraint Rules | Updated the topic with information about effects of deactivated or deleted constraint rules on the finalized cart. | |
Constraint Rule Actions | Updated the topic. Modified description of Min/Max Match Rule. | |
Setting up an Inclusion Rule | Updated the topic with information about Added By and Added By Rule Info fields. | |
Setting up an Exclusion Rule | Updated the topic with information about Hide functionality. | |
Spring 2019 Rev A | System Properties | Added Enable Custom Rounding setting. |
Spring 2019 | Configuring Config Page Settings | Added Enable Option Page Search setting. |
Configuring Installed Products Settings | Updated the topic with information about Change:Split sub-menu action and Split Asset Action settings. | |
Associating Options to Bundles | Updated 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 Model | Updated the topic with information about the Hide Child Cost Types in Price Waterfall option. | |
Enabling Quote Collaboration in your org | Updated the topic with information about revoked requirement Modify All setting. | |
Defining the Scope of a Promotion | Updated the topic with information about searching a product by its name or code. | |
Data Flow | Updated the topic with information about using the Auto Renewal flag correctly. | |
Manage Product Page | Added the topic with information about Manage Product page in CPQ Admin. | |
Cloning Products | Added the topic with information about cloning product in CPQ Admin. | |
Winter 2018 Rev B | Applying and Removing Promotions or Coupons on Line Items in Cart | Moved 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 A | Config System Properties | The 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 Criteria | New topic. New feature for this release. | |
Multiple Adjustments at the Line Item | Updated the topic with details on Adjustment Types. | |
Creating Constraint Rule Actions | Updated 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 org | New topic. New feature for this release. | |
Defining Permissions for Favorite Feature | New topic. New feature for this release. | |
Associating Options to Bundles | Updated the topic with a note in the topic about shared option groups. | |
Structure Section | Updated 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 Coupons | Updated 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 Precision | Information about the application of Currency Field Precision is added as a note. |
Expand Bundles in Cart | Information 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 Product | Disable Cost Model field is added. | |
Creating Price List Items | New grouping type such as Summary Group is added. | |
Adjustment Line Item Callback | Adjustment Line Item callback is added. | |
Types of Promotions | Sales promotion details are added. | |
Defining the Criteria of a Promotion | Contains operator is added. | |
Use Case: Configuring a Promotion for the Total Price on the Cart | Usecase 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. |