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Download page Conga CPQ for Salesforce October '23 Release Notes.
Conga CPQ for Salesforce October '23 Release Notes
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) | 9.2.377 | 9.377 |
Conga CLM Configuration Integration (New) (Required if you are using CLM) | 15.2.0185 | 15.185 |
Conga Configuration & Pricing (New) | 15.2.2106 | 15.2106 |
Conga Contract Lifecycle Management (New) | 14.2.723 | 14.723 |
Conga CPQ Api (New) | 15.2.0134 | 15.134 |
Conga CPQ Approvals (Required if you are using Approvals on CPQ objects) | 13.2.25 | 13.25 |
Conga CPQ Maximizer (New) | 9.2.0030 | 9.30 |
Conga CPQ Setup (New) (Required if you are using CPQ Admin Console) | 15.2.141 | 15.141 |
Conga Deal Maximizer Setup (Required if you are using Deal Maximizer) | 8.0.0053 | 8.53 |
Conga Deal Maximizer | 7.0.0007 | 7.7 |
Conga DocuSign Api | 8.1.142.7 | 8.142.7 |
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 | 12.2.0085 | 12.85 |
Conga Quote Configuration Integration (Required if you are using CPQ and Proposal Management) | 15.2.0405 | 15.405 |
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 | 13.2.0267 | 13.267 |
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:
Release Package 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:
Release Package 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 patches 13.1.1921 | 13.1921 or later December '21 and any December '21 patches 13.2.1969 | 13.1969 or later May '22 and any May '22 patches 14.0.1995 | 14.1995 or later September '22 and any September '22 patches 14.1.2038 | 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 ID | Description |
---|---|
CPQ-54022 | Turbo Integrations: Attribute-based pricing is not working for Numeric Expression. |
DOC ID: CPQOCT23RN20231003