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Conga CPQ May '22 Release Notes
In these release notes, you can find packages, requirements, features, enhancements, fixed issues, and known issues for the CPQ May '22 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.
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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 Push Upgrade. Conga Push Upgrade 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 Push Upgrade.
| Package | Latest Certified Version (Name | Number) |
|---|---|
| Conga Approvals (New) (Required if you are using Approvals) | 13.0.300.1 | 13.300.1 |
Conga Base Library (New) (Required if you are using Conga Configuration & Pricing) | 3.0.232 | 3.232 |
Conga Billing (New) (Required if you are using Conga Billing) | 8.0.296 | 8.296 |
| Conga CLM Configuration Integration (New) (Required if you are using CLM) | 14.0.0173 | 14.173 |
| Conga Configuration & Pricing (New) | 14.0.1995 | 14.1995 |
| Conga Contract Lifecycle Management (New) | 13.0.669 | 13.669 |
| Conga CPQ Api | 13.2.0127 | 13.127 |
| Conga CPQ Approvals (Required if you are using Approvals on CPQ objects) | 12.1.0024 | 12.24 |
| Conga CPQ Maximizer (New) | 8.0.0029 | 8.29 |
| Conga CPQ Setup (New) (Required if you are using CPQ Admin Console) | 14.0.128 | 14.128 |
| Conga Deal Maximizer Setup (New) (Required if you are using Deal Maximizer) | 8.0.0052 | 8.52 |
| Conga Deal Maximizer (New) | 7.0.0007 | 7.7 |
| Conga DocuSign Api (New) | 8.0.0117 | 8.117 |
| Conga Order Management | 1.0.0000 | 1.0 |
| Conga Promotions (Required if you are using Promotions) | 1.0.0000 | 1.0 |
| Conga Quote Approvals | 6.5.0005 | 6.5 |
| Conga Quote Asset Integration | 6.5.0014 | 6.14 |
Conga Quote CLM Integration (New) | 11.0.0079 | 11.79 |
| Conga Quote Configuration Integration (New) (Required if you are using CPQ and Proposal Management) | 14.0.0391 | 14.391 |
| Conga Quote DocuSign Integration (New) | 4.0.0021 | 4.21 |
Conga Quote Echosign Integration (New) (You must install the latest Adobe Sign package to use this package) | 3.0.16 | 3.16 |
| Conga Quote Management (New) (Required if you are using Proposal Management) | 12.0.0256 | 12.256 |
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 May '22 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 May '22 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 May '22 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
New Features
The following features are new to CPQ in this release.
Support for Translated Picklist Values in Document Generation
Non-English users can now get translated values of picklist during document generation. To achieve this, CPQ introduces the APTS_TranslatePickValuesInDocs admin setting. Earlier, CPQ used the values defined in English in the generated documents instead of the translated values.
For more information, see Using Translated Picklist Values in Document Generation.
Express Proposal
The Express Proposal feature allows you to generate and send proposal in fewer clicks. After you add and price the products in the cart, click Express Quote to finalize the cart, select a template, generate the quote and email the document to the customers, and mark the quote as presented. You can use the Express Proposal from Catalog, Configuration, and Cart pages by clicking the Express Quote button. You can configure this feature in single-click mode or prompt mode. In prompt mode CPQ displays a popup on the Cart page where you must select a template for document generation, add recipients, and define the Presented checkbox; in single-click mode, CPQ executes all tasks automatically.
For more information, see Configuring Express Proposal and Using Express Proposal.
Configure the Execution of the RelatedLineItem Trigger
CPQ introduces a new global flag isTriggerInitiatedUpdate to control the execution of the RelatedLineItem trigger. When the value of the flag is set to True, CPQ skips the execution of the RelatedLineItem trigger. CPQ does not use the out-of-the-box logic to allocate the net price of the service line item to all related line items on updating the related line items from the custom code.
For more information, see Configuring the Execution of the RelatedLineItem Trigger and Working with the Service Cart.
Enhancements
The following section describes the existing features that are changed (or are no longer supported) in this release.
Adjust Column Width on Cart
You can now adjust the width of the columns on the Cart page by dragging the right border of the columns.
For more information, see Viewing the Cart in Grid View.
Support for Automatic Unlocking of Idle Cart with Concurrent Access
You can now define a time limit for unlocking idle carts with concurrent access, which are currently open in edit mode by a Sales rep. When the time limit is exceeded, other Sales reps can open the cart in edit mode, who previously could only open them in read-only mode. You can configure the time limit using the Cart Edit Access Idle Timeout in Minutes setting in Config System Properties.
For more information, see Enabling Cart Locking for Concurrent Access and About Cart Locking for Concurrent Access.
Enhanced Bundle-Option Scenarios with Auto Cascade Selling Term Calculation
CPQ supports more bundle-option scenarios for calculating the selling term with the Auto Cascade Selling Term setting set to True and/or False.
For more information, see About Quantity and Selling Term Calculation Using Default Pricing Settings.
Ability to Filter Products by Product Codes in the Criteria Section of Promotions
You can filter products by their codes in the Criteria section while defining a promotion. You could filter products by their names in the Criteria section so far.
For more information, see Defining the Criteria of a Promotion.
Support for Every X Get X Promotions for Multiple Products
You can create a promotion of type Every X Get X where X can be multiple products or any product from a group provided the quantity requirements are fulfilled for each product. In prior releases, you could select only a single product for X in For Every X Get X promotion.
For more information, see Defining the Benefits of a Promotion.
Display Benefit Quantity for Every X Get X or Every X Get Y Promotions
In a For Every X Get X or For Every X Get Y scenario, when a line item gets the benefit, CPQ displays the quantity of the product that received the promotion benefit, on the Benefit Quantity column on the Multiple Adjustments pop-up. When a line item gets the benefit in these scenarios, the entire quantity of that line item may not always receive the benefit and hence you may want to view the quantity that received the benefit.
For more information, see Applying Promotions on Line Items in the Cart.
Invoke Validation Callback on Click of View Cart
You can now invoke Validation Callback on the Cart page upon clicking the View Cart on the Mini-Cart. When the Validation Callback is invoked, CPQ executes the custom logic defined in the callback and displays any validation errors on the Cart page. You must enable the Run Validation Callback On Add setting in Config System Properties.
For more information, see Validation Callback Class and Config System Properties.
Launch the Installed Products Page Directly from a URL for the Add/Remove Flow
You can launch the Installed Products page directly from a URL for the Add/Remove flow, where you can modify the association of assets with services. CPQ enables you to define a custom formula action to launch the Installed Products page directly from the custom cart page.
For more information, see Configuring a Custom Button to Launch the Installed Products Page Directly for the Add/Remove Flow and Modifying the Association of Assets with Services by Launching the Installed Products Page Directly.
Enhanced the CPQRESTServiceExecuteJob REST API
The CPQRESTServiceExecuteJob REST API can now trigger the following maintenance or batch jobs:
- CategoryMaintenanceBatchJob
- BundleUpdateJob
- UpdatePriceQJob
- RepriceCartJob
Earlier, this API supported only the ConfigDataStaticResourceUpsertJob.
For more information, see Service Execute Job.
Deprecated Features
The following fields or settings are deprecated in this release.
- The Allowable Action field on the Details tab while creating a price rule and price pipeline rule
- The Criteria Product and Product Family Criteria fields on the Benefits section while creating a For Every X Get X promotion
- The Revalidation Product Columns setting in Config System Properties
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 |
|---|---|---|---|---|
| Quote/Proposal | Quote/Proposal object which holds dates and line items, many quotes/proposals may be related to a single opportunity, a quote/proposal may have many detail lines. | Changed | ||
| Param Data | The parameter data associated with the quote/proposal | System | New | |
| Related Line Item | Holds the relationships between line items | Changed | ||
| Is System Calculated | Indicates whether the weightage is calculated by the system. System calculated weightage may be overridden by the user. | User | New |
Fixed Issues
The following table lists the issues fixed in this release. If any actions are required, they will be listed in this table.
| Case Number | Conga Internal ID | Description |
|---|---|---|
| 00454714 | CPQ-55151 | When you send the proposal for Esignature using Adobe Sign, CPQ does not select default agreement template on the page to select attachment. |
| NA | CPQ-54791 | In a Quick Quote flow, when you perform finalize, save, abandon, or close actions on the Cart page, you were redirected to the opportunity. Resolution info: Now, when you finalize, save abandon, or close on the cart in a Quick Quote flow, you are redirected to the Quote Details page created when you click Create Quick Quote. For more information, see Creating Quick Quotes. |
| 00787319 | CPQ-54739 | If you perform an operation that requires order line items or other order related objects to be deleted, the operation fails. Resolution Info: The administrator must grant Delete permission to you or enable Bypass sharing. |
| NA | CPQ-54699 | During agreement renewal, the name validation causes an issue because of the current date format with slashes (/). Resolution Info: The new date format on renewal agreement is 2021-12-01. |
| NA | CPQ-54520 | You cannot control the execution of the RelatedLineItem trigger. Resolution Info: CPQ introduces a new global flag isTriggerInitiatedUpdate to control the execution of the RelatedLineItem trigger. |
| NA | CPQ-54233 | After selecting an option during configuration, when you click Add More Products, CPQ displays the following error on the Catalog page:
|
| NA | CPQ-52518 | Syncing line items with opportunities using the syncWithOpportunity() API in the Smart Cart flow does not work. |
| 00116771 | CPQ-52445 | CPQ does not cascade attributes to option lines automatically when the attributes are defined in one of the Product Attribute Values extension objects and the options are auto-added by inclusion criteria. |
| 00782324 | CPQ-52435 | On the Configuration page, when you select an attribute that is defined in one of the Product Attribute Value Extension objects, CPQ clears the selection automatically. This happens when you define a product attribute rule and a constraint rule on that attribute. |
| NA | CPQ-52413 | You cannot launch the Installed Products page directly from a URL for the Add/Remove flow, where you can modify the association of assets with services. |
| NA | CPQ-52379 / CPQ-52265 | You cannot create a promotion of type Every X Get X where X can be multiple products. |
| 00453119 | CPQ-52309 | Even when you have configured Translation Workbench to translate the merge field values, CPQ does not populate translated values on generated documents. |
| NA | CPQ-52264 | In a For Every X Get X or For Every X Get Y scenario, when a line item gets the benefit, CPQ does not have a column to display the quantity of the product that received the promotion benefit, on the Multiple Adjustments pop-up. |
| 00779547 | CPQ-52168 | If a requested edit-access user abandons the cart, CPQ does not send an email notification to the requestor. This issue occurs if you do not enable Keep Abandoned Carts in Config System Properties. |
| 00454242 | CPQ-51179 | When you deselect an option that auto-included a product, CPQ removes the product auto-included by the parent bundle of that option along with the product auto-included by that option itself. |
| NA | CPQ-51060 | The Auto Cascade Selling Term setting does not work in bundle-options scenario when you update the selling term from the Cart grid. |
| 00117629 | CPQ-50905 | When you click Add/Remove on the related line item pop-up to add service products, CPQ hides options on the Service Catalog. This happened when you define a search filter to hide service options. |
| 00115760 | CPQ-50738 | CPQ does not display Validation Callback warning messages on the Cart page when you perform View Cart action from the Mini Cart. |
| NA | CPQ-49744 | The Auto Cascade Selling Term setting does not work if the first option has it False and the second option has it True. |
| NA | CPQ-49702 | Selling term is incorrect for an option when the bundle has two options where one option has Auto Cascade Selling Term set to True and other option has Auto Cascade Selling Term set to False, and you decrease the bundle term and reprice the cart. |
| NA | CPQ-49679 | When Auto Cascade Selling Term set to True and the end date is cascaded from the primary charge type, CPQ does not calculate the selling term for quarterly and half yearly secondary charge types. |
| 00101897 | CPQ-43905 | When you apply a promotion to more than 100 lines in the Cart, you encounter an error during reprice. |
| 00102188 | CPQ-43891 | You are unable to adjust the column width on the Cart page. Resolution Info: CPQ now supports adjustment to the width of the column. For more information, see "Adjust Column Width on Cart" section under Enhancements. |
| 00101542 | CPQ-43263 | You cannot filter a product by product code in the Criteria section of promotions. |
Known Issues
The following table provides the cumulative list of known issues up to this release.
| Conga Internal ID | Description |
|---|---|
| CPQ-55289 / CPQ-55186 | Turbo Integrations: After you save or finalize the configuration, the status for Product Configuration is set as New instead of Saved/Finalized. |
| CPQ-55277 | When you click Cancel on the confirmation pop-up to finalize the cart with revalidation warning, CPQ finalizes the cart regardless. |
| CPQ-55272 | Turbo Integrations: When you delete the secondary PLI of a bundle product, remove an existing option product, add a new option product to the bundle, and perform hard revalidation on the bundle product, you cannot finalize the quote. |
| CPQ-55265 | Turbo Integrations: When you remove an option group and perform hard revalidation on a bundle product, CPQ does not remove the product from the cart or option page and does not update the grand total. |
| CPQ-55229 | When you click any custom action in the Lightning Console app from the Cart, the corresponding Visualforce page is displayed in the same tab. |
| CPQ-55221 | In Lightening mode, a custom button redirection is encountering in the following error: Error- Page doesn't exist. Enter a valid URL and try again |
| CPQ-55159 | Turbo Integrations: When you perform hard revalidation, CPQ performs soft revalidation automatically. |
| CPQ-54995 | Turbo Integrations: The custom field on the line item does not work in the constraint rule condition. |
| CPQ-54991 | Turbo Integrations: CPQ calls the updateAdHocGroup method indefinitely when you switch to Sectional View on the Cart with both equipment and service products, resulting in multiple progress bars appearing on the Cart. |
| CPQ-54788 | Turbo Integrations: When the secondary PLI of an option product is expired and a new PLI is added for the finalized quote, CPQ does not update Grand Total. |
| CPQ-54298 | Turbo Integrations: Turbo cart does not revalidate approval checks after relaunching. |
| CPQ-54278 | Turbo Integrations: You encounter the following error while finalizing the revalidated cart if the revalidation callback is configured in your org: entity is deleted |
| CPQ-54022 | Turbo Integrations: Attribute based pricing is not working for Numeric Expression. |
| CPQ-54007 | Turbo Integrations: The Cart page does not display any product after re-configuration. This issue occurs when the PLI of the product, in which a constraint rule is added, is inactive. |
| CPQ-52448 | When you clear the value you added in a numeric attribute field or enter "Null" on the Configuration page, CPQ displays the following error: Apttus_Config2.ProductAttributeValueTrigger: execution of BeforeUpdate caused by: System.NullPointerException: Attempt to de-reference a null object (Apttus_Config2) |
| CPQ-49315 | Config asset pricing criteria are not functioning on a single ramp renewed line (renew one ramp = true). |
DOC ID: CPQMAY22RN20220504