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.
Summer 2020 Rev D	Creating Option Groups	Updated the topic.
Summer 2020 Rev C	Configuring Option Net Adjustment Rollup to Bundle	New topic
Summer 2020 Rev C	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: Lookup Record Limit Junction Object Name Junction Field Name Junction Default Flag Filter Criteria 2
	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	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 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.
Spring 2020 Rev A	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: 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 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: 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 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: 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 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: Billing Plan Billing Plan Item Billing Plan Template Billing Plan Template Item Billing Preference
	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.
	Creating Price Rules Creating Price Matrices Configuring Related Pricing	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. 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 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. Apply Adj To Current Contract Term Base Price Defaulting Method For Renewal
	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.
Summer 2018 Rev A	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.