Conga CPQ for Salesforce June '24 Release Notes

In these release notes, you can find packages, requirements, features, enhancements, fixed issues, and known issues for the CPQ for Salesforce June '24 release. For documentation updates, see What's New in CPQ Documentation.

This documentation may describe optional features for which you have not purchased a license; therefore your solution or implementation may differ from what is described here. Contact your Customer Success Manager (CSM) or Account Executive (AE) to discuss your specific features and licensing.

Packages

The following packages and dependencies are required to upgrade to this release and use its new features. These are the minimum required versions; later versions are also supported. Prerequisites for each feature can be found in its documentation. Packages marked (New) are new for this release.

You can register your org for the Conga Upgrade Program. Conga Upgrade Program is an automated tool that upgrades packages available in your Salesforce org (Production or Sandbox) to the latest versions. It also ensures all the Conga published managed packages are on the latest versions for your registered orgs. For more information, see Registering for Conga Upgrade Program.

Package	Latest Certified Version Name	Latest Certified Version Number
Conga Approvals (New) (Required if you are using Approvals)	15.1.394	15.394
Conga Base Library (New) (Required if you are using Conga Configuration & Pricing)	5.1.266	5.266
Conga Billing (New) (Required if you are using Conga Billing)	10.1.399	10.399
Conga CLM Configuration Integration (New) (Required if you are using CLM)	16.1.0188	16.188
Conga Configuration & Pricing (New)	16.1.2136	16.2136
Conga Contract Lifecycle Management (New)	15.1.750	15.750
Conga CPQ API (New)	16.0.0136	16.136.1
Conga CPQ (RLS) (Required if you are using Conga RLS Flow to create quotes)	1.2.60	1.60
Conga CPQ Approvals (New) (Required if you are using Approvals on CPQ objects)	13.2.25	13.25.1
Conga CPQ Maximizer (New)	10.1.0036	10.36
Conga CPQ Setup (New) (Required if you are using CPQ Admin Console)	16.1.147	16.147
Conga Deal Maximizer Setup (New) (Required if you are using Deal Maximizer)	8.1.0055	8.55
Conga Deal Maximizer	7.0.0007	7.7
Conga DocuSign API	8.1.142	8.142.8
Conga Order Management	1.0.0000	1.0
Conga Promotions (Required if you are using Promotions)	1.0.0000	1.0
Conga Quote Approvals	7.1.10	7.10
Conga Quote Asset Integration	6.5.0015	6.15
Conga Quote CLM Integration	13.1.0086	13.86
Conga Quote Configuration Integration (New) (Required if you are using CPQ and Proposal Management)	16.1.0408	16.408
Conga Quote DocuSign Integration	4.1.23	4.23
Conga Quote Echosign Integration (You must install the latest Adobe Sign package to use this package.)	3.1.17	3.17
Conga Quote Management (New) (Required if you are using Proposal Management)	14.1.0268	14.268

For more information on installing Conga managed packages, refer to Installing CPQ Packages. For more information on upgrading Conga managed packages, refer to Upgrading CPQ.

System Requirements and Supported Platforms

For information pertaining to the requirements and recommendations you must consider before you proceed with the installation of the Conga product, see System Requirements and Supported Platforms Matrix.

New Features and Enhancements

In this release, Conga CPQ offers the following new features and enhancements.

Enable Co-Term Value Parameter for On-Demand Renewals

The On-Demand Renewals process now supports the ability to co-term assets allowing you to pass a co-term parameter that specifies the desired co-termination end date. The enhancement provides three co-termination options: Retain the Current Asset End Date (default if no parameter is passed), Use the Farthest Asset End Date, and Enter the Renewal Date. This allows you to set the desired co-term option before triggering On-Demand Renewals, ensuring all renewed lines share the same end date based on the selected option.

For more information, see Configuring Installed Products Page.

Lookup Attribute Control with Product Attribute Rules

Administrators can configure Product Attribute Rules for lookup-type attributes, enabling them to control the display and usage of the rules based on specified criteria. These rules are applicable across all scopes and actions including Default, Hidden, Disabled, Required, and Reset.

Lookup attributes must be available in the Lookup Field settings to use them.

For more information, see Creating Product Attribute Rules.

UI Enhancements in Conga Upgrade Assistant

The Conga Upgrade Assistant registration confirmation message is displayed in a new tab in the same window. The message pop-up closes automatically, and then you can close the tab. For more information, see Conga Upgrade Assistant.
The Conga Package Access pop-up is included in the Instant Upgrade and Schedule Upgrade operations. For more information, see Instant Upgrade and Schedule Upgrade.
On the Instant Upgrade tab, in the Job Duration column, the data is refreshed every two minutes for an in-progress job. For more information, see Instant Upgrade.

Custom Visualforce Page Integration for Price Waterfall

Administrators can define a custom Visualforce (VF) section on the waterfall page to display additional information about the waterfall or line items below the waterfall chart.

For more information, see Configuring Visualforce Page for Price Waterfall Section.

Page Load Performance for Large Option Groups

The CPQ Admin Console experienced significant page load times and browser errors when attempting to view option groups containing more than 100 options. This enhancement aims to improve the performance and stability of the CPQ Admin Console, ensuring that pages load optimally and without causing the browser to hang, even when managing large option groups.

Data Model Changes

The following objects and fields are introduced to or changed in the system or data model in this release.

Object	Fields	Description	System/User	New/Changed
ConfigSystemProperties		Configuration & Pricing System properties. The record should be named "System Properties".	User	Changed
	Custom Waterfall Section	Custom section on Price Waterfall Page.	User	New

Fixed Issues

There are no fixed issues in this release.

Known Issues

The following table provides the cumulative list of known issues up to this release.

Conga Internal ID	Description
CPQ-82722	When attempting to create a cart with more than 23 bundles, a heap size error occurs.
CPQ-82125	When updating the cart, the option line item selling term and end date values were incorrect.
CPQ-81131	Attachments under Email message record linked to Quote are not visible in the "Attachments" related list on sending the proposal via email.
CPQ-80001	When the product scope contains Bundle Options and Standalone with the Include (And) option, the promotion type 'Buy X Get Y' does not work as intended.

DOC ID: CPQJUN24RN20240612