In these release notes, you can find packages, requirements, features, enhancements, fixed issues, and known issues for the CPQ October '23 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. In addition, 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)		14.2.379

14.379

Conga Base Library (New)

(Required if you are using Conga Configuration & Pricing)

4.2.249

4.249

Conga Billing (New)

(Required if you are using Conga Billing)

9.2.3779.377
Conga CLM Configuration Integration (New)
(Required if you are using CLM)		15.2.018515.185
Conga Configuration & Pricing (New)

15.2.2106

15.2106
Conga Contract Lifecycle Management (New)14.2.72314.723
Conga CPQ Api (New)15.2.013415.134
Conga CPQ Approvals 
(Required if you are using Approvals on CPQ objects)		13.2.2513.25
Conga CPQ Maximizer (New)9.2.00309.30
Conga CPQ Setup  (New)
(Required if you are using CPQ Admin Console)		15.2.14115.141
Conga Deal Maximizer Setup
(Required if you are using Deal Maximizer)		8.0.00538.53
Conga Deal Maximizer7.0.00077.7
Conga DocuSign Api8.1.142.78.142.7
Conga Order Management1.0.00001.0
Conga Promotions
(Required if you are using Promotions)		1.0.00001.0
Conga Quote Approvals7.1.107.10
Conga Quote Asset Integration6.5.00156.15

Conga Quote CLM Integration

12.2.008512.85
Conga Quote Configuration Integration
(Required if you are using CPQ and Proposal Management)		15.2.040515.405
Conga Quote DocuSign Integration4.1.234.23

Conga Quote Echosign Integration

(You must install the latest Adobe Sign package to use this package)

3.1.173.17

Conga Quote Management
(Required if you are using Proposal Management)

13.2.026713.267

Salesforce recommends that users leverage Flows as they offer more flexibility and robust capabilities compared to Workflow Rules and Process Builders. To ensure a smooth transition from Workflow Rules and Process Builders to Flows, as Salesforce is moving away from Workflow Rules, you must deactivate any existing Workflow Rules. After you have installed the latest CPQ package in your org, you must deactivate the following Workflows:

  • Set Original Order Line Number
  • Set Original Order Number
  • Search Field Update
  • Set Incentive Code
  • Set Incentive Number

To deactivate workflows:

  • Salesforce Classic users, Setup > App Setup> Create > Workflow & Approvals > Workflow Rules > Click Deactivate next to the workflow. 
  • Salesforce Lighting Users, Setup > Platform Tools > Process Automation > Workflow Rules > Click Deactivate next to the workflow.

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.


Upgrade Notes

For more information on the prerequisites and post-upgrade tasks, see Upgrading CPQ.

Before you upgrade the CPQ packages in your org to June '23 release, please note the following points:

  • If the CPQ package in your org is on any of the following releases, you must upgrade it to the Winter '20 patch (Winter20.02.26) before upgrading it to June '23 release:

    ReleasePackage

    Spring '20 or earlier release

    		Packages older than 12.0.1719 | 12.1719

    Summer '20 patch older than Summer20.02.26

    		Packages older than 12.1.1787.99 | 12.1787.99

    Winter '20 patch older than Winter20.02.26

    		Packages older than 12.2.1839.48 | 12.1839.48

  • If the CPQ package in your org is on any of the following releases, you can directly upgrade it to June '23 release:

    ReleasePackage

    Latest Summer '20 patch (Summer20.02.26 or later)

    		12.0.1719 | 12.1719 or later

    Latest Winter '20 patch (Winter20.02.26 or later)

    		12.2.1839.48 | 12.1839.48 or later

    Spring '21 and any Spring '21 patches

    		13.0.1882 | 13.1882 or later
    Summer '21 and any Summer '21 patches13.1.1921 | 13.1921 or later
    December '21 and any December '21 patches13.2.1969 | 13.1969 or later
    May '22 and any May '22 patches 14.0.1995 | 14.1995 or later
    September '22 and any September '22 patches14.1.2038 | 14.2038 or later
    February '23 and any February '23 patches

    15.0.2061 | 15.2061 or later

    June '23 and any June '23 patches

    15.1.2090 | 15.2090 or later

    October '23 and any October '23 patches

     

New Features 

The following feature is new to CPQ in this release.

Distinguish Cloned Options on the Bundle Configuration Page

On the bundle configuration page, under Itemized Options, CPQ now provides a way to distinguish the cloned options from the other option products based on line item fields.

CPQ could earlier display only the options associated with bundle products. If you cloned an option product that had the name matching with an option product in another bundle, you could not distinguish the cloned option products from the other option products.

For more information, see Distinguishing Cloned Options on the Bundle Configuration Page.

Enhancements

The following section describes the existing features that are changed (or are no longer supported) in this release.

Update Renewal Opportunity's Currency with the Renewal Quote's Currency

CPQ updates the currency of the opportunity line items created on the opportunity of the auto-renewal quote or agreement with the same currency as of the Auto or On Demand renewal quote or agreement.

For more information, see Renewing Assets in Auto Renewal Mode, Renewing Assets in OnDemand Renewal Mode, Renewing Assets in Auto Renewal Mode in the Contract Flow, and Renewing Assets in OnDemand Renewal Mode in the Contract Flow.

Removed the Extra White Space Between Hidden Options and Option Groups

When you hide an option or option group on the Configuration page, you do not see an extra white space where the option or option group is hidden.

Enhancement to the Progress Tracker for Async Operation

Currently, you can enable the progress tracker for async operations only on Quote/Proposal or Agreement objects. 

In this release, CPQ also tracks and displayed the real-time progress of the asynchronous actions performed on the Order object. Hence, the sales rep can view the cart finalization progress bar on the order header page once you initiate the async finalization of the cart. 

This feature is helpful when you are configuring a large quote and finalize the cart asynchronously. The tracker informs the Sales Rep of the progress in real-time. It also immediately informs the Sales Rep in case of errors and provides detailed information about the error, helpful for debugging.

To use this feature, you must enable the Async Operation Tracker for the Order object. For more information, see Configuring Progress Tracker for Async Operation.

Enhancement to Quote Analyze

  • You can view product descriptions and line numbers on the Quote analyze page by hovering over the info icon next to each product.
  • To improve product differentiation, line numbers have been added before the product name, making it easier for you to distinguish between various line items.
  • Streamlined the interface by removing the hyperlink for the Charge Type, simplifying the Quote analyze page for a smoother user experience.

For more information, see Analyzing Quotes.

Asset-based Ordering (ABO) Adjustments for Ramp Lines and Others

Asset-based Ordering (ABO) seamlessly incorporates Price Ramps. It allows you to create and apply price adjustments to cart line items generated from assets products.

Also, it supports Price Ramps and ramp adjustments that enables you to manage multiple adjustments, including manual ones, for ordering process.

Enhancement to Validate Button to Cascade all Attributes from Bundle to Option

By clicking Validate button, any attribute modifications you make to a bundle will seamlessly extend to newly included options, eliminating the need for additional actions and ensuring attribute consistency.

Defaulting Options of Sub Bundle are added if Sub Bundle is added via API

The system automatically includes defaulted options and sub-bundles when adding a bundle via API, ensuring all required configuration elements are present. Similarly, when adding a sub-bundle via API, the system also includes defaulted options and sub-bundles to maintain consistency.

Enable Async Tracker operation Framework for Order

We are enabling the Async Tracker operation framework for the Order object's activation API batch monitoring status. This enhancement allows Sales Representatives to track the progress of order finalization on the quote header page in real-time. 

Data Model Changes

There are no data model changes in this release.

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 IDDescription
CPQ-54022Turbo Integrations: Attribute-based pricing is not working for Numeric Expression.

DOC ID: CPQOCT23RN20231003