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This release note contains the following information about the Conga CPQ Summer '21 release.

  • Packages: Lists packages that are required to upgrade to this release of the product

  • System Requirements and Supported Platforms: Lists requirements and recommendations for installing this release
  • New Features: Provides high-level descriptions of new features introduced in this release, with links to more detailed information

  • Enhancements: Provides high-level descriptions of enhancements to existing features
  • Data Model Changes: Lists changes to the data model
  • Resolved Issues: Lists customer-reported issues that are resolved in this release or known issues resolved from previous releases
  • Known Issues: Lists known issues that are applicable in this release

For more information on new features, enhancements, and document improvements refer to What's New in CPQ Documentation.

Packages 

The following packages and dependent packages are required to upgrade to this release to utilize all the new features of this release. These are the minimum required versions; later versions are also supported. Separate prerequisites for each feature can be found in the respective sections. The packages marked as (New) are new packages in this release.

Product

Latest Certified Version

(Version Name | Version Number)

Conga Approvals (New)
(Required if you are using Approvals)
12.1.0256 | 12.256

Conga Base Library (New)

(Required if you are using Conga Configuration & Pricing)

2.1.0203 | 2.203

Conga CLM Configuration Integration (New)
(Required if you are using CLM)
13.1.0157 | 13.157
Conga Configuration & Pricing (New)

13.1.1921 | 13.1921

Conga Contract Lifecycle Management (New)12.1.0630 | 12.630
Conga CPQ Api (New)13.1.0124 | 13.124
Conga CPQ Approvals (New)
(Required if you are using Approvals on CPQ objects)
12.1.0024 | 12.24
Conga CPQ Setup (New)
(Required if you are using CPQ Admin Console)
13.1.111 | 13.111
Conga Deal Maximizer Setup
(Required if you are using Deal Maximizer)
7.5.0050 | 7.50
Conga Order Management1.0.0000 | 1.0
Conga Promotions
(Required if you are using Promotions)
1.0.0000 | 1.0
Conga Quote Approvals6.5.0005 | 6.5
Conga Quote Asset Integration6.5.0014 | 6.14

Conga Quote CLM Integration (New)

10.1.0072 | 10.72
Conga Quote Configuration Integration (New)
(Required if you are using CPQ and Proposal Management)
13.1.0362 | 13.362
Conga Quote Management (New)
(Required if you are using Proposal Management)
11.1.0249 | 11.249

Before installing or upgrading Conga managed packages, you must review the dependency matrix for each managed package. You can refer to the package dependency matrix at Managed Packages Dependency Matrix.

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 

The following table lists the minimum requirements for installing and using Conga CPQ.

System RequirementMinimum Supported Version
Operating SystemStandard Salesforce.com requirements. See Salesforce PDF.
Browser
CPQ supports the following browsers:
  • Microsoft Edge Chromium
  • Google Chrome
  • Apple Safari

Conga recommends the latest stable version of the browser for the best performance.

Internet Explorer is not supported.

Microsoft Office
  • Microsoft Word 2007 with Service Pack 2 plus hotfix package 976477 (Word 2007 version number must be greater than 12.0.6520.4999)
  • Microsoft Word 2010 (32-bit & 64-bit)
  • Microsoft Office 2019, 2016, 2013, and desktop version of Office 365

Use the latest Microsoft Office Suite for the best performance.


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 Summer '21, 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 Summer '21:

    • Spring '20 or earlier release

    • Summer '20 patch older than Summer20.02.26

    • Winter '20 patch older than Winter20.02.26

  • If the CPQ package in your org is on any of the following releases, you can directly upgrade it to Summer '21:

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

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

    • Spring '21

    • Any Spring '21 patch

New Features 

The following features are new to CPQ in this release.

Ability to Disable Bundle Expansion on the Cart page

CPQ allows administrators to control the ability of the Sales Rep to expand the bundles to view options and sub-bundle lines on the Cart page. You must create the Disable Bundle Expansion field in the Product object and configure it to disable the expansion of the bundles.

Get Started

For more information, see Creating ProductsConfiguring Bundle Expansion on Cart Page and Viewing the Cart in Grid View.

Ability to Add Custom Pricing Fields through the CPQ Admin UI

CPQ allows you to add custom fields to price list related pages through the CPQ Admin UI. You can also edit these fields as required and save the changes. For example, you can add and use custom pricing fields on the Price List Details page. This feature helps you to avoid creating custom pages to update the custom fields for pricing configuration. 

Get Started

For more information, see Configuring the Pricing Fields in Different Pages.

Progress Tracker for Async Operation

CPQ tracks and displayed the real-time progress of the async finalize operation on the Quote Detail and Agreement Details page. The feature tracks the following stages of the async operation:

  • The progress of the async operation
  • The errors encountered while processing the operation
  • Completion of the sync operation. Upon completion, the Quote page is refreshed automatically.
  • Success notification after the completion of the operation(only supported for Lightning Experience)

You must enable this feature for the Sales Rep on the Quote Details and Agreement Details page. You must configure the feature differently for Salesforce Classic and Lightning Experience.

Get Started

For more information, see Configuring Progress Tracker for Async Operation and Finalizing the Shopping Cart.

Introducing Price Waterfall

CPQ provides the Price Waterfall feature that enables you to view and analyze the price for each line item. In addition to that, you can also make manual adjustments to the price points derived in the price pipeline to analyze the key performance indicators. You must configure the feature by defining price points and associating them to price waterfall. However, this feature is available only in the TurboPricing flow.

Get Started

For more information, see About TurboPricing, Managing Price Waterfall and Working with Price Waterfall.

Enhancements

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

Support for ICU Locale Date Format in Critical Updates

CPQ supports ICU Locale Formats that you can define in Salesforce Critical Updates. ICU Format for Locale impacts the way a date is stored in the CPQ database. 

Support for Match in Service Assets Match Condition in CPQ Admin

Match in Service Assets Match Condition is now available in the CPQ Admin UI.

Get Started

For more information, see Configuring Exclusion Rules.

Ability to Control Cart Activity History

You can disable the creation of entries in Activity History of Configuration when you create, finalize, or reconfigure the Product Configuration. You must control this using the admin setting APTS_DisableCartActivityHistory. You can use this feature to avoid creating history when not needed.

Get Started

For more information, see Configuring Cart Activity History.

Enhancements to Doc Gen

Doc Gen is enhanced to support the following functionalities:

  • Support for Contact names in the email: You can use Contact names in the To, CC, and BCC fields. You can search the Contacts that exist in the org and use them in those fields.
  • Automatic updates to Presented Date: When you select the Mark Proposal as "Presented" checkbox on the email, CPQ updates the Presented Date on the Quote Details page with Approval Status.
  • Support for Email Signature in the email body: If you define an Email Signature in My Email Settings, CPQ automatically appends the signature at the end of the email body.

Get Started

For more information, see Using Proposal Document Generation.

Enhancement to Mass Update

CPQ does not disable the mass update icon when you have selected rollup line items with other line items eligible for the mass update on the Cart page. Earlier, you had to clear the selection of rollup line items to enable the mass update icon, as you were not allowed to modify the rollup line items. Now, CPQ does not consider the selection of rollup line items while applying mass updates.

Get Started

For more information, see Managing Mass Update of Product Fields.

Ability to Search All Records in Lookup fields on the Mass Update Popup

CPQ allows you to search all records available in the lookup fields on the Mass Update popup. The administrator can enable this functionality by enabling Enable Quick View in Lookup Field Settings. Earlier, you could only select from a limited number of records available on the lookup fields in the Mass Update popup.

Get Started

For more information, see Managing Mass Update of Product Fields.

Disabled Submit for Approval button on Cart with Open Collaboration Request

CPQ disables the Submit for Approval button on the Cart page when you have open collaboration requests. The button is enabled only after the collaboration request is either accepted or canceled. If you open a collaboration request after sending the cart for approval, you can still approve the cart; however, you cannot finalize the cart.

Get Started

For more information, see About Quote Lifecycle Collaboration.

Ability to Edit Cancelled Lines on the Intermediate Termination Page

CPQ allows you to edit certain field values on the Confirm Termination page instead of waiting to go to the Cart page to edit these values. CPQ also carries these edited field values from the Confirm Termination page to the Cart page where you can make further changes to those field values if required.

Get Started

For more information, see Configuring Installed Products SettingsConfiguring Display Columns Settings, and Terminating an Asset.

Support for Same Day Cancellation with Calendar Method During Ramp Termination

When you terminate an asset before the end date of the first ramp, CPQ sets the start date as the end date for the rest of ramp lines. The Same Day Cancellation is now supported to work with Billing Preference as well as Calendar type of selling term calculation methods.

Get Started

For more information, see Use Case: Terminating an Asset with Ramp Lines.

Support for Single Transaction Adjustment in the Order Flow

CPQ supports the Single Transaction Adjustment flag in the Order flow when you create orders from the Asset Manager button.

Get Started

For more information, see Calculating Billing Amount based on the Contract Term and the Single Transaction Adjustment Flag.

Moved APTS_OrderItemCreateBatchSize and APTS_OrderItemActivateBatchSize Admin Entries to Order System Properties

The Order Item Create Batch Size and Order Item Activate Batch Size settings are available in Order System Properties with the existing APTS_OrderItemCreateBatchSize and APTS_OrderItemActivateBatchSize admin entries. Conga recommends you to use the custom settings for new installations. However, if you have already configured admin entries in your organization, you can continue to use them.

Get Started

For more information, see Configuring Admin Entries and Order System Properties.

Support for Managing Ramp Lines for Cancelled Options in a Bundle Asset

CPQ does not cascade ramp lines to cancelled options in a bundle asset when you perform an ABO Change operation.

Get Started

For more information, see Use Case: Cancelling Options in a Bundle Asset with Ramp Lines.

Support for Cascading Attributes to Sub-Bundle Option Levels Through Change API

When you update a bundle attribute using the Change API (REST), it cascades the updates to a maximum of six level of child options in sub-bundles.

Get Started

For more information, see CPQ REST APIs.

Support for Buy X Get Y Promotion With Different Charge Types on Product X and Y

CPQ applies the Buy X Get Y promotion on the benefit product regardless of the charge type in the price list item of the scope and benefit products.

Get Started

For more information, see Defining the Benefits of a Promotion.

Excluding Optional Products from Min/Max Validation

CPQ allows you to exclude options for which the is Optional checkbox is selected, from option group Min/Max validation of quantity and amount on the Configuration page. You must enable the Exclude Optional Product setting to exclude the options from validation.

Get Started

For more information, see Configuring Products from the Catalog.

Support for Exclude Optional Product Custom Setting

CPQ replaces the APTS_ExcludeOptionalProducts admin settings with a custom setting to exclude optional products from Min/Max Option Group Criteria. You must enable the Exclude Optional Product setting in Config Page setting in Application Management in the CPQ Admin UI.

Get Started

For more information, see Excluding Optional Product in Min/Max Criteria.

Ability to Distinguish Between Shared and Standalone Option Groups

CPQ indicates whether an options group is Shared or Standalone. You can see the distinction next to the name of the option group in the Structure tab.

Get Started

For more information, see Associating Options to a Bundle.

Support for Tooltip for Product Details

CPQ displays a tooltip for product information on the Product and Product Groups Details pages, and Price List Items Tab in CPQ Admin UI. When you hover the cursor over the product name, product details are displayed in a tooltip. By default, the Product Code, Product Family, and Product Description fields are displayed. You can configure the popup to display other fields in Field Sets.

Get Started

For more information, see Configuring the Tooltips.

Confirmation Popup Before Record Deletion in CPQ Admin

CPQ displays a confirmation popup when you delete records in CPQ Admin UI. The confirmation is displayed when you delete the following records:

  • A product from a category
  • An option from an option group
  • A price list from a product
  • A price list item from a price list
  • A product from a constraint rule

End of Support for Certain Features

Standard Generate and Present Buttons

From this release, CPQ no longer supports the Generate and Present buttons that are available on the Quote Detail page. You must use the Doc Gen feature instead, click the Send Proposal button to generate and present documents.

Data Model Changes

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

ObjectFieldsDescriptionSystem/UserNew/Changes
Adjustment Line Item
Represents an adjustment to the price of a product/service.
Changed

Adjustment NameField to store name of the adjustment being provided on price point in the price waterfall.UserNew





Batch Job (CPQ)
Represents an individual batch job
Changed

Apex Job IdID of the apex job associated with the batch job.SystemNew

Context Object IdID of the context object associated with the batch job.SystemNew

Job NameThe batch job name.UserNew

Number Of Jobs ProcessedThe number of jobs (including child jobs) processed for the batch job.UserNew

Total Number Of JobsThe total number of jobs (including child jobs) associated with the batch jobUserNew





Batch Job (CPQ) Parameter
Represents a batch job bind parameter.
Changed

Job Spec

The job specificationUserNew

StatusThe status of the child jobSystemNew





Price Ruleset
Represents a rule set that contains a list of rules to modify prices of products the organization sells.
Changed

Expand By DefaultThis flag is used by the adjustment group on the price waterfall chart to specify if the grouped adjustments should be shown expanded by default.UserNew





Related Price Ruleset
Holds the relationships between price rulesets
New

Price RulesetID of the price ruleset.SystemNew

Related Price RulesetID of the related price rulesetSystemNew

Relation TypeType of relationship between the two related Price Ruleset recordsSystemNew

Resolved Issues 

The following table lists the issues resolved in this release.

Case NumberConga Internal IDDescription
00208538CPQ-11461CPQ did not support Contact Names in the To field in the email popup in Doc Gen.
NACPQ-37871 / CPQ-38820    CPQ did not support disabling of bundle expansion.
00102802CPQ-44018 / CPQ-48815CPQ allowed you to finalize and submit a cart for approval with an open collaboration request.
00103995

CPQ-44865/

CPQ-48725

CPQ did not apply Buy X Get Y promotion on the benefit product properly when the scope and benefit products had different charge types.
00104426CPQ-46556 / CPQ-49989CPQ did not provide any indication that an async operation was in execution when you navigated to the Quote Detail page after submitting the cart for async finalize.
00109169CPQ-46765During ramp termination, when the Selling Term Calculation Method was Calendar, you could not set the Same Day Cancellation to True.
NACPQ-48654During an ABO change operation, when you updated the attributes of a bundle, CPQ did not change the price of an option. This happened when the Cascade Shared Attribute Updates setting was True.
NACPQ-48665CPQ did not display translated product names on the revalidation pop-up.
NACPQ-49914CPQ took a lot of time to load collaboration requests and favorite configurations.
00115891CPQ-50428

CPQ did not sort all assets on the Installed Products page when you clicked the column header. Instead CPQ sorted the assets based on the items per page  you had selected.

The following table lists the known issues resolved from the previous release.

Conga Internal IDDescription
CPQ-48453CPQ did not generate a large document when you used Send Proposal button to generate it.
CPQ-48364CPQ did not display translated labels on the Product Summary dialog.

Known Issues

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

Conga Internal IDDescription
ASSETS-1636After you have renewed an asset with a one-time primary line when you perform Change: Config action, an incorrect Delta Price and Net Price are calculated on the cart.
ASSETS-1724Config asset pricing criteria are not functioning on a single ramp renewed line (renew one ramp = true).
CPQ-11829If the option group is single-select and requires the selection (min:1, max:1), you cannot make it optional from the configuration page but can make it optional from the cart. You can notice the same behavior when options required by default.
CPQ-37247When you renew service and add new equipment, CPQ displays 0 as Weightage Amount on the related line item pop-up.
CPQ-37251Unit Of Measure conversion is not working for Price Ramps.
CPQ-37257In the Service CPQ flow, when you reconfigure a finalized service cart, CPQ does not display the info message regarding service products auto-included via an inclusion constraint rule.
CPQ-37233CPQ does not disable the products that are already associated with the category from the all products list on the Associated Product section in Catalog.
CPQ-37445CPQ does not update the price of an option when the price is based on an attribute value until you select another option.
CPQ-38515If the options in a sub-bundle are auto-included based on the value of an attribute using the inclusion type constraint rule, CPQ does not remove the options from the sub-bundle when you change the value of the attribute and constraint condition is no longer valid. This happens when Is Bundle Context is selected.
CPQ-38642On the exclusion prompt to exclude options, when you select options and click Remove Option, CPQ does not remove the selected options from the exclusion prompt and displays an error on the configuration page. However, the selected options are cleared on the Configuration page. This happens when constraint rules are executed on the server-side.
CPQ-39427When you define Min/Max Applies To field as Base Price, CPQ restricts the net adjustment instead of the Base Price.
CPQ-39699When you select Enable Auto Reprice in Config System Properties, you are unable to apply % Discount Effective, % Markup Effective, and Price Factor Effective adjustments on totals on the Cart page.
CPQ-39772CPQ does not execute constraint rules properly when Is Bundle Context is selected and the bundle and its sub-bundle have the same options.
CPQ-39900If the options in a sub-bundle are disabled based on the selection of another option using the exclusion type constraint rule, CPQ does not enable the options when the condition is no longer valid. This happens when Is Bundle Context is selected.
CPQ-40101Min/Max adjustment fields are not available on the CPQ Admin user interface.
CPQ-40128CPQ does not reprice the cart after the inclusion type constraint rule is deactivated and the auto-included products are removed from the cart. You are able to finalize the cart with an incorrect price.
CPQ-42440

When you define a price list item with Price Method as Related Price and define values in the Related Pricing section on the Price List Item Details page, CPQ does not calculate prices according to the values in Related Pricing on the cart.

Workaround: Use the fields Related Adjustment AmountRelated Adjustment Applies To, and Related Adjustment Type on the Price List Item Details page to define the related pricing.

CPQ-43117CPQ is not applying the Min/Max Price to price ramps.
CPQ-43510On the cart page, CPQ displays incorrect values of the amount in parentheses that are converted based on the Dated Currency Exchange Rate.
CPQ-43708

When you reprice product with Cummulative Range Line Item matrices, CPQ displays null object error.

CPQ-44113When you change the Selling Frequency or Selling UOM and then click Reprice, if the Frequency or UOM conversion rate is not defined for any field, CPQ does not display any error message.
CPQ-46030

When you apply Advanced Filter with Select All Qualified Lines enabled, CPQ overrides any manual selection changes you made if you leave and navigate back to the page. This happens because the filters are processed every time the page is loaded.

CPQ-50811CPQ does not execute the replacement type constraint rule when you defined them for cart transactions. CPQ does not replace the action product or display the error message upon cart finalization.

DOC ID: CPQSUM21RNREVA20210712