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CPQ for Salesforce

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Conga Product Documentation

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CPQ for Salesforce

Upgrading CPQ

Preparing for Upgrade

Before you upgrade to CPQ February '24 release, you must ensure the following:

Tip:

The 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 ensures all the Conga published managed packages are on the latest versions for the registered orgs. To register your org for upgrade program, see Registering for Conga Upgrade Program.

  • You go through CPQ Features by Release to know about the new features, enhancements, and deprecated features in CPQ since your existing release. After you upgrade CPQ to February '24 release, you cannot roll back to any previous release.
  • You have the supported platforms and system requirements.
  • You have access to the Install Center on the Conga Community Portal.
  • You have administrator privileges to your Salesforce org.
  • You need not back up your configurations. All configurations you performed since you installed your existing release will remain intact after the upgrade.
  • You must delete the UsageDataJobScheduler job because it is no longer supported. You must delete this job once before upgrading to the February '24 release or any succeeding release.

To delete the UsageDataJobScheduler job

Before you upgrade Conga Base Library for the February '24 release or any succeeding release, perform the following steps.

  1. Go to Setup > Administration Setup > Monitoring > Apex Jobs.
  2. Search for the UsageDataJobScheduler job, CPQ displays the status of the job as Queued.
  3. Open another instance of the org in a different browser tab, and go to Setup > Administration Setup > Monitoring > Scheduled Jobs.
  4. Search and delete the UsageDataJobScheduler job from Scheduled Jobs. On the Apex Jobs page, the status of the UsageDataJobScheduler job now changes to Aborted.
  5. Install the package version 4.0.242 | 4.242 or higher of the Conga Base Library package.
  6. After the latest package is installed, check if the UsageDataJobScheduler job gets scheduled again on both the Apex Jobs and Scheduled Jobs pages. If not, the latest package has successfully disabled the scheduling of this job and has deprecated it.

To updating the help text of Billing Start Date and Billing End Date fields

You must update the Billing Start Date and Billing End Date fields on the Billing Plan object.

  1. Go to Setup > Create > Objects > Billing Plan object.
  2. Under Custom Fields & Relationships search for Billing Start Date field:
    1. Click Edit next to the button.
    2. Update the Help Text field description as follows:

      Determines the ‘From’ date when the billing should commence. If not populated by the user on the “Define Billing Plan” page, the engine will auto-populate it for the first line on the billing plan based on criteria. Users can attempt to overwrite the date. Also, it considers the no. of days in the “Payment Term” and helps to validate the “Ready for Invoice Date” populated by the user for the current installment.

    3. Click Save.
  3. Under Custom Fields & Relationships search for Billing End Date field:
    1. Click Edit next to the button.
    2. Update the Help Text field description as follows:

      Determines the ‘To’ date when billing should end. If not populated by the user on the “Define Billing Plan” page, the engine will auto-populate this field for the last line on the billing plan based on criteria. Users can attempt to overwrite the date. Also, it helps to validate if the “Ready for Invoice Date” for the next installment is clashing with the current installment or not.

    3. Click Save.
Administrator Guide
Salesforce
CPQ

February 24, 2025