Conga CPQ September '22 Release Notes

In these release notes, you can find packages, requirements, features, enhancements, fixed issues, and known issues for the CPQ September '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.

Packages 

The following table lists Salesforce managed package version name and its associated version number, along with their dependencies those 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.

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 September '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 September '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 September '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
  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

New Features 

The following feature is new to CPQ in this release.

Apply a % Discount on the Base Price

CPQ introduces a new discount type, % Discount Off Base, which sales representatives can apply to the base price of standalone and bundle products. CPQ applies this adjustment to the unit price after applying adjustments from price matrices, price rules, and promotions.

For more information, see Enabling Multiple Adjustments at the Line-Item Level and Use Case: % Discount and % Discount Off Base.

Enhancements

This section describes the existing features that are changed in this release.

Support for Files in Adobe Sign

You can now use documents stored in Files object with Adobe Sign.

Use Attributes from PAV Extension as Price Dimensions 

In the CPQ Admin UI, administrators can now use attributes only from the out-of-the-box product attribute value (PAV) extension objects to create price dimensions, which can be used to create price matrices and price rulesets. CPQ supports different data types (such as text and picklist) for those attributes.

CPQ does not support custom PAV extension objects for this feature.

For more information, see Creating Price Matrices and Creating Price Rulesets.

Use Attributes from PAV Extension as Criteria Fields

Criteria fields can now use attributes only from the out-of-the-box product attribute value (PAV) extension objects. CPQ supports different data types (such as text and picklist) for those attributes. In the CPQ Admin UI, administrators can use PAV extension fields to create the following criteria:

• Charge type criteria in price list items
• Ruleset criteria in price rulesets
• Price matrices of type criteria
• Price rules of type criteria
• Asset pricing criteria

CPQ does not support custom PAV extension objects for this feature.

For more information, see Creating Price List Items, Creating Price Matrices, Creating Price Rulesets, Creating Price Rules, and Configuring Asset-Based Pricing without Workflow Rules.

View Adjustment Lines on the Multiple Adjustments Pop-up, though Multiple Adjustments Are Disabled

CPQ displays adjustment line items on the multiple adjustments pop-up regardless of the value defined in the Max Adjustment Lines setting in Config System Properties.

• If the value of this setting is greater than or equal to 1, CPQ displays auto-applied adjustments on the pop-up and allows sales representatives to create as many adjustments as the value defined in this setting. After reaching the limit, CPQ disables the + Add another adjustment button and displays a message.
• If the value of this setting is 0, CPQ displays only auto-applied adjustments on the pop-up and sales representatives cannot add any manual adjustments. CPQ disables the + Add another adjustment button and displays a message.

On the multiple adjustments pop-up, sales representatives can save changes only to manual adjustments. If they modify auto-applied adjustments, CPQ reverts the changes to the original on clicking Save.

For more information, see Config System Properties, Enabling Multiple Adjustments at the Line-Item Level, and Applying Multiple Adjustments on Line Items in the Cart.

Search Assets Using Special Characters

You can now search assets on the Install Products page using all special characters. You can use special characters in global search (the Search Products field), Basic Search, and Advanced Search.

For more information, see Searching Assets.

Support for Group By in Assets Views for the Installed Products Page

You can now group asset line items on the Installed Products page based on a field from the Asset Line Item object. The Group By drop-down is available on the Create New View pop-up while creating views on the Installed Products page.

For more information, see Installed Products Settings and Managing Views for Assets Grid.

Optimized Performance for Initial Line Loading and Pricing During Asset Termination

You can notice optimized performance for the initial line loading and pricing during asset termination.

The time taken for the initial load in an old build (May '22 build 14.1983) was 11.947 seconds whereas the time taken for the initial load in a new build (September '22 build 14.2007) is 0.886 seconds. The time taken for a subsequent load in an old build (May '22) was 0.816 seconds whereas the time taken for a subsequent load in a new build (September '22) is 0.768 seconds.

Extra Space Trimming in Expression Builder

CPQ now removes the extra new line or tab after you add and save an expression in the Expression Builder automatically. This feature reduces runtime errors in CPQ because of syntax errors caused by extra space.

Support for 1000 Assets and Service Bundles in Constraint Rules

You can now create constraint rules for Service CPQ with a total of 1000 assets and service bundles. The number of assets and service bundles in constraint rule conditions and constraint rule actions together must not exceed 1000.

For more information, see Guidelines for CPQ.

Support for Product Group and Header Level Scope in Rollup

CPQ now supports Product Group and Header Level scope in the rollups.

For more information, see About Manage Rollups Page and About Rollup Scope.

Support to Override Default Option by Constraint Rules

CPQ now overrides the default option selected in an option group when an auto-inclusion constraint rule selects another option in the same option group. CPQ overrides a default option only when the Max Options field of that option group is set to 1. However, CPQ does not override the option you manually selected or was added by a constraint rule.

For more information, see Creating Constraint Rule Actions and Associating Options to a Bundle.

See Full Grand Total Column Names on Hover

You can now see full names in the help text of column headers when you hover on them in the Grand Total section on the Cart page.

Quote Link in Finalize Completion Email 

You can now see a link to the Quote Detail page in the completion email sent after the finalization is completed. If you are upgrading CPQ, you must configure the SplitCartFinalizeSuccess email template to see the quote link in the finalize completion email. Otherwise, if you are installing the CPQ packages for the first time, this feature does not require any configuration.

For more information, see Adding a Link to Quote in Cart Finalize Notification Email Template and Finalizing the Shopping Cart

Display Constraint Rule Messages upon Scroll on Configuration Page

CPQ now enables you to display constraint rule messages at the top of the Configuration page when you scroll up and down to select options. You must create and configure the APTS_EnableStaticConfigMessages admin setting. The message updates when you change the selection of options.

For more information, see Configuring Admin Settings.

DocuSign OAuth 2.0 Authentication Integration

DocuSign has introduced OAuth 2.0 to secure API requests. If you have integrated CPQ with DocuSign, you must upgrade all the DocuSign-related packages (Conga Quote DocuSign Integration and Conga DocuSign API).

For more information, see Configuring DocuSign OAuth 2.0 Authentication Integration.

Removed Non-Supported Rate Types from the Benefits section of Promotions

The non-supported rate types such as Dimension, Condition, Volume, or Inclusion are no longer visible on the Rate Type drop-down while defining benefits for a promotion. 

For more information, see Defining the Benefits of a Promotion and Creating Price Rules.

Support for Flow-based Settings with Configure Products Button for Direct Access to the Configuration Page

CPQ now enables you to use flow-based settings with Configure Products button that are configured for direct access to the configuration page. You must use the new URL structure for the Configure Products button formula to use the flow-based settings. 

For more information, see Configuring Custom Button to Access Configuration Page Directly.

Support for 10000 Line Items in Quote with Enterprise QTC Profile

CPQ now enables you to process a maximum of 10000 line items in quotes where the QTC Profile field is set as Enterprise. To finalize more than 1000 line items in the Enterprise quote, you must use the finalizeCart() API to finalize the cart. You must also use a custom Submit for Approval button to acquire the quote approved.

For more information, see Configuring Enterprise QTC Profile Value for Quote, Creating Quotes from Opportunities, and Finalizing Configuration in Enterprise and Smart Cart.

End of Support

Conga no longer supports the following feature.

Custom Product Attribute Value Extension Objects

Conga no longer provides support for custom Product Attribute Value Ext objects. Instead, you must use the out-of-the-box Product Attribute Value Ext objects in CPQ. The existing custom Product Attribute Value Ext objects work as-is, but Conga will not provide any enhancements and will only fix critical bugs.

Conga recommends you migrate all the attributes from the custom Product Attribute Value Ext object to out-of-the-box Product Attribute Value Ext objects in CPQ. You must not migrate the attributes partially, as custom and out-of-the-box Product Attribute Value Ext objects cannot be used simultaneously. At a time, you can use attributes either from custom or out-of-the-box Product Attribute Value Ext objects.

For more information, see Creating Custom Product Attribute Value Extensions.

Data Model Changes

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

Fixed Issues

The following table lists the issues fixed in this release. If any actions are required, they will be listed in this table.

The following table lists the known issue fixed from the previous release.

Known Issues

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

DOC ID: CPQSEP22RNREVE20230209