Conga Product Documentation

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What's New in CPQ Documentation

This section lists changes in the documentation to support each release.

202402.1.0

June '24

Document

Publication Date

Topic

Description

June '24

12 Jun 2024

Creating Product Attribute Rules

Added a note for Product Attribute Rules.

Configuring Visualforce Page for Price Waterfall Section

New topic.

Schedule Upgrade

Added information about Conga Package Access pop-up.

Instant Upgrade

Added information about job duration data and Conga Package Access pop-up.

February '24

Document

Publication Date

Topic

Description

February '24

07 Feb 2024

Configuring Admin Settings

Updated topic to add new admin settings.

  • APTS_DisableRollupOptionStartDate
  • APTS_ABOActionCallbackClass

Configuring Field Set Settings

Added a new field View Cart Total Custom Fields.

Assigning the Configuration to the Collaborator or Queue

Added a note for quote collaboration.

Configuring Real-Time Cart Notifications

Added a note for quote collaboration.

October '23

Document

Publication Date

Topic

Description

October '23

04 Oct 2023

Configuring Progress Tracker for Async Operation

Updated topic. Added information about configuring progress tracker for Async operations on order object.

Distinguishing Cloned Options on the Bundle Configuration Page

New topic.

Renewing Assets in Auto Renewal Mode

Added information about renewal opportunity's currency getting updated with the renewal quote's currency.

Renewing Assets in OnDemand Renewal Mode

Added information about renewal opportunity's currency getting updated with the renewal quote's currency.

Renewing Assets in Auto Renewal Mode in the Contract Flow

Added information about renewal opportunity's currency getting updated with the renewal quote's currency.

Renewing Assets in OnDemand Renewal Mode in the Contract Flow

Added information about renewal opportunity's currency getting updated with the renewal quote's currency.

June '23

Document

Publication Date

Topic

Description

June '23

07 Jun 2023

Renewing Assets in Auto Renewal Mode

Added a point about Bill To and Ship To accounts getting inherited from parent quote to renewal quote.

Renewing Assets in Auto Renewal Mode in the Contract Flow

Added a point about Bill To and Ship To accounts getting inherited from parent agreement to renewal agreement.

Config Flow

Updated the pages used as default in Flow Settings.

Creating Price List Items

Updated the description of the Min Price/Net Adj % and Max Price/Net Adj % fields that the minimum price must be less than the maximum price.

Creating Constraint Rule Actions

  • Added information about displaying error messages from constraint rules as hyperlinks on Configuration page or Cart page.
  • Updated the note in the description of the Repeat Inclusion field.

Applying the Default Pricing to Products

Updated the description of the following fields:

  • Default Quantity Field: Support for attributes from PAV extension objects
  • Default Quantity: Precedence for calculating the default quantity
  • Default Price Field: Support for attributes from PAV extension objects

Pricing Products

Added a note about applying adjustments on products with negative pricing.

Use Case: Applying Adjustments on Products with Negative Pricing

New topic.

Configuring Admin Settings

Added information about the following admin settings:

  • APTS_ExecuteMinMaxRulesOnInactiveOptions
  • APTS_EnableCollabForAutoIncludedLines
  • APTS_CustomRevalidationLinesThreshold

Finalizing the Shopping Cart

Added a note about preventing users from finalizing the cart if the bundle configuration does not honor the Min Options configured for an option group.

Associating Options to a Bundle

Added a note about the precedence for calculating the default quantity under "To modify existing options inside a bundle".

Configuring Products from the Catalog

Added a note about the precedence for calculating the default quantity under "To configure bundle products".

Changing Configurable Bundle Assets

Added a note about CPQ displaying an error message on deselection of required options on the Configuration page.

Use Case: Renewing Bundle Assets

Added a note about CPQ displaying an error message on deselection of required options on the Configuration page.

Renewing Assets Manually

Added a note about renewing bundle assets without adding net price of cancelled options.

Use Case: Renew Bundle Assets without Adding Asset Net Price of Cancelled Options

New topic.

Assigning the Configuration to the Collaborator or Queue

Added a note about creating a collaboration request for auto-included products.

Use Case: Quote Collaboration for Products Auto-Included by Constraint Rules

New topic.

Retrieving Products and List Prices for a Price List

Added a note about associating a price list and price list items to a category.

Config System Properties

Added a note about applying Price Escalator on new ramp lines created during ABO operations.

Configuring Price Escalators

Added a note about applying Price Escalator on new ramp lines created during ABO operations.

Config Asset Pricing Default

Added a note about applying Price Escalator on new ramp lines created during ABO operations.

Overriding the Default Asset Pricing for Line Statuses Based on ABO Actions

Added a note about applying Price Escalator on new ramp lines created during ABO operations.

Pricing Assets

Added a note about applying Price Escalator on new ramp lines created during ABO operations.

Creating Price Ramps on the Cart Page

Added a note about applying Price Escalator on new ramp lines created during ABO operations.

Use Case: Applying Price Escalator on New Ramp Lines During ABO Operations

New topic.

Creating Price List Items

Updated the description of the Charge Type field that it is mandatory while creating a price list item.

February '23

Document

Publication Date

Topic

Description

February '23

17 Feb 2023

Creating Price List Items

Updated the description of the Min/Max Price Applies To field.

Applying the Default Pricing to Products

Added a note in the description of the Default Selling Term field about calculation of the selling term on the cart.

Viewing the Cart in Grid View

Added the "Calculating the selling term of recurring fee" point.

Enabling Auto Ramp Creation

Removed a note about a non-supported feature from Scenario 1.

13 Feb 2023

Pricing Extension Callback Class

Removed the limitation about Pricing Extension Callback being supported only for Smart Cart.

Validation Callback Class

Added information about the Validate button for validateCart() method.

Option Filter Callback Class

Updated the description.

08 Feb 2023

Configuring Admin Settings

Updated the documentation of APTS_SortDocumentsDesc.

Proposal System Properties

Added documentation for Sort Documents Descending.

Using Proposal Document Generation

Added information about sorting documents after generation.

Configuring Document Generation for Quote

Added documentation for Sort Documents Descending.

Config System Properties

Updated the description of the Max Adjustment Lines setting.

Enabling Multiple Adjustments at the Line-Item Level

Added information about displaying auto-applied adjustments on the multiple adjustments pop-up in read-only mode.

Applying Multiple Adjustments on Line Items in the Cart

Added information about displaying auto-applied adjustments on the multiple adjustments pop-up in read-only mode.

Installed Products Settings

Added the Asset Restore Fields setting.

Renewing Assets Manually

Added information about restoring renewal start and end dates on reselection of cancelled options during asset renewal.

Use Case: Restoring Asset Values on Reselection of Cancelled Options During Renewal

New topic.

Changing Configurable Bundle Assets

Added a note about restoring asset values on reselection of options on the Config page.

Use Case: Restoring Asset Values on Reselection of Cancelled Options During Change

New topic.

Managing Asset Decrement

New topic.

Use Case: Asset Quantity Decrement

New topic.

Managing Asset Increment with Coterminate Lines

Removed the note that quantity decrement is not supported.

Overriding the Default Asset Pricing for Line Statuses Based on ABO Actions

Updated the topic with information about the ABO Action field.

Use Case: Switching Between Asset Price and PLI Price

New topic

Managing Views for Assets Grid

Updated the "To create a view" section with information about creating default views for each flow.

Performing the Post-Upgrade Tasks

Added information about removing APTS_SortDocumentsDesc.

Impact of Asset Actions on Billing Schedules

Added information about the following fields that are introduced to support billing for legacy assets:

  • Is Legacy For Billing
  • Remaining Billable Amount
  • First Billing Date
  • Billing Term
Note:

In February '23, do not use these fields, which are added in preparation of a future functionality.

September '22

Document

Publication Date

Topic

Description

September '22

21 Oct 2022

Configuring Admin Settings

Added APTS_SortDocumentsDesc.

Configuring Document Generation for Quote

Added a section for APTS_SortDocumentsDesc.

Preparing for Upgrade

Added steps to delete the UsageDataJobScheduler job.

17 Oct 2022

Configuring Admin Settings

  • Removed documentation for Apttus_QPComply__CreateAgreementWithApprovalStatus__c.
  • Updated documentation for APTS_VirtualizationThreshold.

Config System Properties

Added the Grid Render Threshold config system property.

Assigning the Configuration to the Collaborator or Queue

Added information about CPQ not supporting auto-included primary line item for collaboration.

11 Oct 2022

Config System Properties

Added a note about the deprecation of Show Attributes In Cart.

Configuring Cart Page Settings

Added a note about the deprecation of Show Attributes In Cart.

22 Sep 2022

Upgrading to CPQ October '23 Release

Updated package version of Conga DocuSign Api.

14 Sep 2022

Upgrading to CPQ October '23 Release

Updated package versions for the following packages:

  • Conga Quote DocuSign Integration
  • Conga CPQ Api

07 Sep 2022

Configuring Enterprise QTC Profile Value for Quote

Added information about support for 10000 line items.

Creating Quotes from Opportunities

Updated description of the Enterprise field.

Finalizing Configuration in Enterprise and Smart Cart

Added Enterprise as a supported flow.

Registering for Conga Upgrade Program

Updated the title.

10 Aug 2022

Config System Properties

  • Added the setting Column Render Threshold.
  • Updated the description of the Max Adjustment Lines setting.

Installed Products Settings

Added the setting GroupByFields.

Enabling Multiple Adjustments at the Line-Item Level

Added a discount type % Discount on Base and description about enabling manual adjustments.

Use Case: % Discount and % Discount Off Base

New topic.

Applying Multiple Adjustments on Line Items in the Cart

Added information about viewing adjustment lines on the multiple adjustments pop-up and adding manual adjustments.

Creating Price Matrices

Added information about using attributes from PAV extension as price dimensions and criteria fields.

Creating Price Rulesets

Added information about using attributes from PAV extension as price dimensions and criteria fields.

Creating Price Rules

Updated the description of the Rule Type drop-down.

Creating Price List Items

Added information about using attributes from PAV extension as criteria fields.

Creating Price Rules

Added information about using attributes from PAV extension as criteria fields.

Configuring Asset-Based Pricing without Workflow Rules

Added information about using attributes from PAV extension as asset pricing criteria.

Defining the Benefits of a Promotion

Updated the description of the Rate Type drop-down.

API Reference

Added a note.

Guidelines for CPQ

Added guidelines about assets in constraint rule and custom PAV extension objects.

Creating Custom Product Attribute Value Extensions

Added a note about end of support.

Creating Constraint Rule Actions

Updated the description of the Match In Options field.

Searching Assets

Updated the topic with information about searching assets using special characters.

Managing Views for Assets Grid

Updated the topic with information about the Group By drop-down.

Associating Options to a Bundle

Updated the description of the Default field.

Configuring Enterprise QTC Profile Value for Quote

Added a note about finalizeCart API and Submit for Approval custom button.

Creating Quotes from Opportunities

Updated the description of Enterprise.

Finalizing the Shopping Cart

Updated the description of Enterprise.

Adding a Link to Quote in Cart Finalize Notification Email Template

New topic.

Running the Constraint Rule Maintenance Job

Added information about Maintenance Console.

About Manage Rollups Page

Updated the description of the Scope field.

About Rollup Scope

New topic.

Configuring Numeric Expressions

Removed information about constraint rules.

Revalidating the Product Configuration

Added information about changed and inactive price list item.

Smart Search Setup

Updated the Smart Search URL.

May '22

Document

Publication Date

Topic

Description

May '22

16 May 2022

Finalizing the Shopping Cart

Updated the topic with a note about re-finalizing a finalized quote.

04 May 2022

About Reports

Updated the topic to add all Conga reports.

About Dashboards

Updated the topic to add all Conga dashboards.

27 Apr 2022

Pricing Products

Updated the description of the following fields:

  • Option Price
  • Extended Price
  • Adjusted Price
  • Flat Option Price

System Fields

New topic.

Merge Web Service

Added a note about Salesforce API version change.

Creating Proposal Document

Changed Salesforce API version.

Creating Proposal Document with Draft Indication

Changed Salesforce API version.

Generating Documents for Proposal with Large Number of Line Items

Changed Salesforce API version.

Generating Documents Asynchronously

Changed Salesforce API version.

Creating Price Matrices

Added a note for the Enable Date Range checkbox.

Configuring Custom Button to Access Configuration Page Directly

Updated the structure of URLs to navigate directly to the Configuration page.

06 Apr 2022

Configuring Admin Settings

New topic.

Using Shield Platform Encryption

New topic.

Use Cases: Related Pricing

New topic.

About Quantity and Selling Term Calculation Using Default Pricing Settings

Updated the topic with more bundle-option scenarios for calculating selling term.

Configuring Express Proposal

New topic.

Using Express Proposal

New topic.

Using Translated Picklist Values in Document Generation

New topic.

Viewing the Cart in Grid View

Added information about adjusting column width.

About Cart Locking for Concurrent Access

Added information about Cart Edit Access Idle Timeout in Minutes setting.

Enabling Cart Locking for Concurrent Access

Added information about Cart Edit Access Idle Timeout in Minutes setting.

Defining the Criteria of a Promotion

Updated the topic with information about filtering products by product codes.

Defining the Benefits of a Promotion

Updated the topic with information about support for Every X Get X promotions for multiple products. Also, removed the step about selecting Criteria Product and Product Family Criteria.

Applying Promotions on Line Items in the Cart

Updated the topic with information about:

  • Support for Every X Get X promotions for multiple products.
  • Displaying benefit quantity for Every X Get X or Every X Get Y promotions.

Configuring a Custom Button to Launch the Installed Products Page Directly for the Add/Remove Flow

New topic.

Modifying the Association of Assets with Services by Launching the Installed Products Page Directly

New topic.

Configuring the Execution of the RelatedLineItem Trigger

New topic.

Working with the Service Cart

Updated the topic with a note about the global flag isTriggerInitiatedUpdate.

Validation Callback Class

Added information about enabling Run Validation Callback On Add setting.

Config System Properties

  • Added the setting Run Validation Callback On Add.
  • Updated the description of the setting Selling Term Calculation Method.
  • Updated the description of Revalidation Product Columns (D). This setting is deprecated.

Swapping an Asset

Updated the note about the Selling Term Calculation Method setting.

Creating Price Rules

Removed the step about selecting an Allowable Action.

Creating Price Pipeline Rules

Removed the step about selecting an Allowable Action.

Service Execute Job

New topic.

Revalidating the Product Configuration

Updated the topic description.

About Search Filters (CPQ)

Added a note.

Enabling CPQ for Partner Community Users

New topic.

Configuring a Profile

New topic.

Configuring Field-Level Security

New topic.

Configuring a Permission Set

New topic.

Sharing Settings

New topic.

Configuring a Partner Community User

New topic.

Configuring a Partner Community Site

New topic.

Configuring a Custom Button on the Quote Object for Partners

New topic.

Validating the Partner Community User

New topic.

Disabling the Clone Icon on the Cart Page

Renamed the topic from "Hiding the Clone Icon for a Cart Line Item" and updated the topic.

Configuring a Price Pipeline

Updated the image of the Manage Price Pipeline page.

Configuring Price Waterfall to a Price Pipeline

Updated the image of the the WATERFALL SETUP tab and updated the description of the Criteria field.

Configuring Price Pipeline Ruleset

Added an image for the New Price Pipeline Ruleset page and updated the description of the Ruleset Criteria field.

Using Price Waterfall

Renamed the title and reorganized the content.

December '21

Document

Publication Date

Topic

Description

December '21 Rev C

21 Dec 2021

Suspending an Asset

New topic.

Resuming an Asset

New topic.

Suspending Assets

New topic.

Resuming Assets

New topic.

CPQ Asset-Based Ordering APIs

  • Added the Suspend and Resume REST API information.
  • Updated the Terminate REST API description

December '21 Rev B

17 Dec 2021

Config System Properties

Added Check Many Options.

Configuring Custom Settings for Different Flows

Added Check Many Options.

Configuring Products from the Catalog

Added description of Confirm Option Selections.

Configuring Mass Option Selection on the Configuration Page

New topic.

Merge Web Service

New topic.

Creating Proposal Document

New topic.

Creating Proposal Document with Draft Indication

New topic.

Generating Documents for Proposal with Large Number of Line Items

New topic.

Generating Documents Asynchronously

New topic.

December '21 Rev A

07 Dec 2021

Config Data Cache

Updated the topic description.

Configuring CSS Override

Updated the description of the example.

Viewing the Cart in Grid View

Added information about constraint rule error message display on the Cart page.

Configuring Product Sort

Added an example.

Using Proposal Document Generation

Added a note about Merge Call Timeout Millis.

Option Filter Callback Class

Updated the description.

Managing Constraint Rules

Added a note about cancelled line item.

Creating Quick Quotes

Updated the description.

Retrieving Apex Batch Job Information

Added list of apex jobs.

Use Case: Early Renewal of Ramped Bundle Assets with Options

Added some notes about required settings.

Use Case: Renewed Ramped Assets Start from the End Date of the Last Ramp Line

Added some notes about required settings.

Adding Miscellaneous Items

Updated the topic with information about order line item creation for miscellaneous item.

CPQ Asset-Based Ordering APIs

Added a note about having Conga Digital Commerce installed to use ABO REST APIs.

December '21

03 Nov 2021

Use Case: Renewed Ramped Assets Start from the End Date of the Last Ramp Line

New topic

Displaying Assets from Multiple Accounts on the Installed Products Page

New topic.

Use Case: Terminating an Asset with Ramp Lines

Updated the topic with Same Day Cancellation support for Billing Preference and added more use cases.

Use Case: Early Renewal of Ramped Bundle Assets with Options

New topic.

Use Case: Cancelled Asset Options Fetch Original Asset Start and End Dates During Renewal

New topic.

Use Case: A Product with Parent and Child Price Lists

New topic.

Defining the Benefits of a Promotion

Updated the topic with information about For Every X Criteria, Benefit Product, and Benefit Type sub-sections.

Configuring Enterprise QTC Profile Value for Quote

Updated the list of operations the Sales rep can perform.

Configuring Custom Button to Access Configuration Page Directly

Updated information about service bundles.

Recommendations to Import Legacy Products into Conga CPQ

New topic.

Configuring Progress Tracker for Async Operation

Added information about deep clone.

Advanced Approval Callback Class

New topic.

Configuring Field Set Settings

Updated the description of Asset Line Fields For Selected Assets.

Recommendations to Improve CPQ Performance

Added more best practices to the Rules section.

Configuring the Smart Cart

Updated the topic with information about APTS_CartLineItemsUpdateChunkSize admin setting.

Creating Quick Quotes

New topic.

Configuring Quick Quote Mode

New topic.

Configuring CSS Override

New topic.

Creating and Updating Related Line Items

New topic.

Saving Related Line Items

New topic.

Splitting Related Line Items

New topic.

Retrieving Apex Batch Job Information

New topic.

CPQ Asset-Based Ordering APIs

Updated the Terminate Assets REST API documentation with information about:

  • Passing Cart ID in the URL
  • Removal of the Cart ID parameter from the Request body

Service CPQ APIs

New topic.

About the Installed Products Page

New topic but moved content from the "Viewing Assets from an Account" topic.

Configuring Display Action Settings

Updated the description of the use case. Removed a note about Defer Pricing.

Configuring Products from the Catalog

Updated the description of the Update Price button.

Configuring Pricing Engine Settings

Updated the description of the Defer Pricing setting.

Config System Properties

Updated the description of the Defer Pricing setting.

Configuring Push Alerts

New topic.

Summer '21

Document

Publication Date

Topic

Description

Summer '21 Rev E

14 Sep 2021

Disabling Constraint Rule Execution upon Cart Finalization

New topic.

Summer '21 Rev D

01 Sep 2021

Creating Quick Quotes

Removed the content as this feature is no longer supported.

Configuring Quick Quote Mode

Removed the content as this feature is no longer supported.

Summer '21 Rev C

09 Aug 2021

Registering for Conga Upgrade Program

New topic.

Installing CPQ Packages

Updated the topic with a tip about Conga Push Upgrade.

Preparing for Upgrade

Updated the topic with a tip about Conga Push Upgrade.

Upgrading to CPQ October '23 Release

Updated the topic with a tip about Conga Push Upgrade.

Summer '21 Rev B

26 Jul 2021

Creating Promotional Banners

Removed the description because the feature is deprecated.

Defining Multiple Contracts to be Used in a Quote

Updated the description of the "Solution" section.

Summer '21 Rev A

12 Jul 2021

About TurboEngines

New topic.

About TurboConfig

New topic.

About TurboPricing

New topic.

Managing Price Waterfall

New topic.

Defining Price Points

New topic.

Configuring a Price Pipeline

New topic.

Configuring Price Waterfall to a Price Pipeline

New topic.

Configuring Price Pipeline Ruleset

New topic.

Creating Price Pipeline Rules

New topic.

Using Price Waterfall

New topic.

Viewing the Cart in Grid View

Added a note under the "Support for Deal Guidance" point.

Summer '21

07 Jul 2021

Configuring Installed Products Settings

Updated the description of the Editable Fields for Cancelled Lines setting.

Configuring Display Column Settings

Updated the description of the Display Type (Asset Termination) and Field Name fields.

Running Maintenance Jobs

Added the "To specify the batch size for the Category Maintenance batch job" section.

Configuring Cart Activity History

New topic.

Creating Visibility Rules

Updated the topic with information about Product Attribute Value.

Tax Callback Class

New topic.

Configuring Custom Settings for Different Flows

New topic.

Creating Products

Added information about APTS_DisableExpandInCart.

Applying the Default Pricing to Products

Updated the description of the Auto Cascade Selling Term setting.

Creating Price Rules

Updated the description of the Adjustment Applies To drop-down.

Creating Price Matrices

Updated the description of the Matrix Type field with a note.

Configuring Bundle Expansion on Cart Page

New topic.

Excluding Optional Product in Min/Max Criteria

Updated the steps to configure Exclude Optional Products.

Configuring Config Page Settings

Added the setting Exclude Optional Products.

Config System Properties

Added the setting Exclude Optional Products.

Config Custom Classes

Updated Formula Callback Class and Metadata Callback Class.

About Custom Setting Order of Precedence

New topic.

Recommendation Callback Class

New topic.

Lookup Field Settings

Updated the description of the Enable Quick View setting.

Formula Callback Class

New topic.

Metadata Callback Class

New topic.

Defining the Benefits of a Promotion

Updated the topic with information about the support for different charge types in Buy X Get Y promotions.

Managing CPQ Formula Fields

Updated the topic with an example for formula field.

Creating Price Matrices

Updated the description of the Adjustment Amount Source field.

Use Case: Using a CPQ Formula Field in Price Matrix

New topic.

About Permission Sets

New topic.

Managing Translation of Fields and Values in Different Language

New topic.

Translating Standard and Custom Field Labels

New topic.

Translation of Field Labels

New topic.

Translating and Overriding Managed Packaged Field Label

New topic.

Translating CPQ Record Values

New topic.

Creating Custom Buttons for Different Flows

Updated the topic description.

Managing Guided Selling

Removed all descriptions because the feature has been deprecated.

Creating Custom Fields in the Search Attribute Value Object

Removed the chapter.

Creating a Sample Flow Using Flow Designer

Removed the chapter.

Creating a Guided Selling Visualforce Page

Removed the chapter.

Defining Guided Selling Rules

Removed the chapter.

Profile Settings and Security

Removed the chapter. For information about permission sets, refer to About Permission Sets.

Finalizing the Shopping Cart

Added information about Enterprise profile.

Configuring Progress Tracker for Async Operation

New topic. New feature.

Associating Options to a Bundle

Added a note about option groups.

Creating Option Groups

Added information about the distinction between Shared and Standalone option groups.

Configuring Custom Fields on Price List Related Pages

New topic.

Configuring the Tooltips

New topic.

Navigating the Product Page

Updated the topic with information about tooltip.

Using Proposal Document Generation

Updated the topic with information about the following:

  • Contact name in the email.
  • Updates to Presented Date on the Quote Detail page.

About Quantity and Selling Term Calculation Using Default Pricing Settings

New topic.

Use Case: Auto Cascade Quantity and Auto Cascade Selling Term for Standalone Products

New topic.

Use Case: Auto Cascade Quantity and Auto Cascade Selling Term for Bundle Products

New topic.

Managing Mass Update of Product Fields

Updated the topic with information about rollup line items.

Terminating an Asset

Updated the topic with information about editing custom asset line item fields on the Confirm Termination page.

Viewing the Cart in Grid View

Updated information about bundle expansion and custom fields on Summary Group.

About Quote Lifecycle Collaboration

Updated information about the disabled Submit for Approval button.

Working on the Configuration Request

Updated the description with information about the inability to submit cart for approval.

Merging the Configurations in the Parent Cart

Updated the description with information about the inability to submit cart for approval.

Use Case: Cancelling Options in a Bundle Asset with Ramp Lines

New topic.

Use Case: Terminating an Asset with Ramp Lines

New topic.

Creating Quotes from Opportunities

Updated the following information:

  • The description of the Single Transaction Adjustment checkbox.
  • Added information about the Enterprise quote profile.

Managing Assets in the Contract Flow

Updated the topic with information about the Single Transaction Adjustment checkbox.

Configuring Products from the Catalog

Updated the optional products section.

Finalizing the Shopping Cart

Added information about the Enterprise quote profile.

Using Guided Selling

Removed the content as the feature has been deprecated.

Async APIs Using Batch Apex

New topic.

Repricing the Cart

New topic.

Copying Product Configuration to the Proposal

New topic.

Asset Web Services

New topic.

Change Assets

New topic.

Renew Assets

New topic.

Get a List of Products to be Swapped with Assets

New topic.

Swap Assets

New topic.

Terminate Assets

New topic.

Get a Count of Assets

New topic.

Get a List of Assets

New topic.

Retrieving Products Auto-included to the Cart

New topic.

Dissociating Attribute Group and Products

New topic.

Associating Attribute Group and Products

New topic.

Adding and Removing Attributes from an Attribute Group

New topic.

Creating New Attribute Group

New topic.

Retrieving Products Included by Auto-inclusion Constraint Rule

New topic.

Creating a Cart from a Quote

Updated the code sample.

CPQ Asset-Based Ordering APIs

Updated the description of the Change Asset API with information about cascading attribute changes to sub-bundle child options.

Spring '21

Document

Topic

Description

Spring '21 Rev L

Disabling Constraint Rule Execution upon Cart Finalization

New topic.

Spring '21 Rev K

Configuring Quick Quote Mode

Removed the content as this feature is no longer supported.

Creating Quick Quotes

Removed the content as this feature is no longer supported.

Spring '21 Rev J

Configuring Field Set Settings

Updated the description of the Asset Line Fields For Selected Assets setting.

Spring '21 Rev I

Using Guided Selling

Removed the content as the feature has been deprecated.

Performing the Post-Upgrade Tasks

Updated the description with a note about API names in Config LineItem Custom Fields.

Spring '21 Rev H

Registering for Conga Upgrade Program

New topic.

Installing CPQ Packages

Updated the topic with a tip about Conga Push Upgrade.

Preparing for Upgrade

Updated the topic with a tip about Conga Push Upgrade.

Upgrading to CPQ October '23 Release

Updated the topic with a tip about Conga Push Upgrade.

Spring '21 Rev G

Configuring Flow Settings

Updated the topic with a note that special characters are not supported in the flow name.

Configuring Post-Installation Settings

Updated the topic with a note that special characters are not supported in the flow name.

Creating Products

Updated the topic with a note that special characters are not supported in the product name.

Creating Promotional Banners

Removed the description because the feature is deprecated.

Managing Guided Selling

Removed the description because the feature is deprecated.

Defining Multiple Contracts to be Used in a Quote

Updated the description of the "Solution" section.

Creating Custom Fields in the Search Attribute Value Object

Removed the chapter.

Creating a Sample Flow Using Flow Designer

Removed the chapter.

Creating a Guided Selling Visualforce Page

Removed the chapter.

Defining Guided Selling Rules

Removed the chapter.

Spring '21 Rev F

Configuring Promotions on Benefit Products in Buy X Get Y

New topic.

Spring '21 Rev E

Defining Batch Size to Process Line Items with Promotions

Updated the topic with information about Buy X Get Y type promotion.

Applying Promotions on Line Items in the Cart

Updated the topic with information about APTS_EnableMultiBenefitItems Admin Setting.

Spring '21 Rev D

Excluding Optional Product in Min/Max Criteria

New topic.

Configuring Products from the Catalog

Updated the topic with information about option group Min/Max validation for optional bundles.

Spring '21 Rev C

Creating Visibility Rules

Updated the topic with information about Classic UI.

Configuring Products from the Catalog

Updated the topic with information about option group Min/Max validation for optional bundles.

Spring '21 Rev B

Defining Batch Size to Process Line Items with Promotions

New topic.

Disabling Time Adjustment in Price List Item Fields

New topic.

Pricing Callback Class

Updated the topic. Add information about isCartTotalingDisabled.

Configuring Products from the Catalog

Updated the topic with information about Min/Max criteria of option group for optional options.

Repricing the Cart

Updated the sample code.

Spring '21 Rev A

Configuring Enterprise QTC Profile Value for Quote

Updated the topic with information about a cloning proposal.

Tasks Available in the Smart Cart Flow

Updated the topic with information about cloning proposals that are not finalized.

Async APIs Using Batch Apex

New topic.

Repricing the Cart

New topic.

Adding Custom Bundles

Updated the sample code.

Copying Product Configuration to the Proposal

New topic.

Spring '21

Configuring Custom Settings

  • Updated the description of the Relate Action Criteria Fields setting under Installed Products Settings.
  • Updated the description of the Service Price Distribution Method setting under Config System Properties.
  • Updated the description of the following setting under Proposal System Properties:
    • Enable Fast Doc Gen
    • Enable File
  • Added CR Maintenance Governor Limits Threshold in Config System Properties.
  • Added Enable Quick View in Lookup Field Settings.

Configuring Document Generation for Quote

Renamed the topic from "Configuring Large Document Generation for Quote". Updated the topic with information about how to configure Doc Gen.

Configuring Field Set Settings

Updated the description of the Related Line Item Fields and Asset Line Fields For Selected Assets settings.

About Product Attribute Value Extensions

Updated the description with information about Document Generation.

Option Filter Callback Class

Updated information about hiding option groups.

Defining the Benefits of a Promotion

Updated the description of the Product field.

Configuring Application Management Settings

Added a note for information about Custom Settings Maintenance Job.

Configuring Option Net Adjustment Rollup to Bundle

New topic.

Configuring Enterprise QTC Profile Value for Quote

New topic.

Configuring Service CPQ

New topic.

Configuring Service Pricing

New topic. Moved from the Conga CPQ User Guide.

Defining Service Line Split Criteria

Moved this topic from the "Configuring Asset-Based Ordering" section to the "Configuring Service CPQ" chapter.

Synchronizing Related Line Items with Opportunity Line Items

Moved this topic from the "Managing Quotes or Proposals" chapter to the "Configuring Service CPQ" chapter.

Running the Constraint Rule Maintenance Job

Updated the topic. Added information about the threshold for Constraint Rule Maintenance job.

Lifecycle Callback Class

New topic.

Adjustment Spread Callback Class

New topic.

Deal Optimizer Callback Class

New topic.

Cart Approval Callback Class

New topic.

Associating Options to a Bundle

Updated the description of the Auto-Update Quantity field.

Configuring Exclusion Rules

Added information about Match in Service Assets.

Creating Constraint Rule Conditions

Added a use case.

Creating Quotes from Opportunities

Updated the topic information about the Single Transaction Adjustment checkbox.

Applying Promotions on Line Items in the Cart

Updated the topic information about applying Buy X Get Y promotions on multiple line items of Y products, and with information about line items with $0 price.

Searching Assets

Updated topic with a note about pagination.

Pricing Products

Updated the topic with information about the Submit For Pricing (Async) button.

Tasks Available in the Smart Cart Flow

Updated the topic added information about Sync with Opportunity and Doc Gen.

About Smart Cart

Updated the limitation of the Smart Cart.

Configuring Products from the Catalog

Updated the section about is Optional checkbox.

Managing Services

Updated the topic to remove the ambiguous content.

Associating Services with Assets

New topic

Working with the Service Catalog

New topic.

Configuring Service Products

Updated the topic with missing information.

Working with the Service Cart

Renamed from "Viewing the Service Cart" and updated the topic with missing information.

Viewing Service Products on the Installed Products page

Removed the topic.

Service Pricing

Moved this topic to the Conga CPQ Administrator Guide. See Configuring Service Pricing.

Splitting the Related Line Items from Services

New topic. Moved the content from the "Service Pricing" topic to this topic.

Use Case: Bundle to Bundle

New topic.

Use Case: Bundle to Components

New topic.

Use Case: Bundle to Bundle and Components

New topic.

Using Proposal Document Generation

Updated the topic.

Viewing the Cart in Grid View

Updated the information about lookup field columns.

CPQ Admin Web Service

New topic.

Creating New Products

New topic.

Creating New Categories

New topic.

Associating Products to Category

New topic.

Building Hierarchy of Products

New topic.

Checking if Product Exists in Hierarchy

New topic.

Removing Products from Hierarchy

New topic.

Retrieving the List Option Group

New topic.

Retrieving of Product Hierarchy

New topic.

Retrieves List of Parent Product

New topic.

Retrieves List Product IDs

New topic.

Retrieves List of Category IDs

New topic.

Constraint Web Service 2

New topic.

Associating Constraint Rule to Products Added to the Cart

New topic.

Troubleshooting CPQ SOAP APIs

New topic.

Remote CPQ Admin Controller

New topic.

Searching Custom Fields in Objects

New topic.

Retrieving Incentives on the Cart

Added information about the new parameter B undleLineItemID.

Creating Coupons for Incentives

New topic.

CPQ Asset-Based Ordering APIs

Updated the request and response parameters of the Change Asset API.

Winter '20

Document

Topic

Description

Winter '20 Rev I

Disabling Constraint Rule Execution upon Cart Finalization

New topic.

Winter '20 Rev H

Configuring Quick Quote Mode

Removed the content as this feature is no longer supported.

Creating Quick Quotes

Removed the content as this feature is no longer supported.

Winter '20 Rev G

Registering for Conga Upgrade Program

New topic.

Installing CPQ Packages

Updated the topic with a tip about Conga Push Upgrade.

Preparing for Upgrade

Updated the topic with a tip about Conga Push Upgrade.

Upgrading to CPQ October '23 Release

Updated the topic with a tip about Conga Push Upgrade.

Winter '20 Rev F

About Product Attribute Value Extensions

Updated the topic with information about using Product Attribute Value Extension Objects in Search Filter(CPQ).

Creating Promotional Banners

Removed the description because the feature is deprecated.

Defining Multiple Contracts to be Used in a Quote

Updated the description of the "Solution" section.

Winter '20 Rev E

Configuring Enterprise QTC Profile Value for Quote

Updated the topic with information about a cloning proposal.

Configuring Custom Button to Access Configuration Page Directly

Updated the topic with information about multi-currency org.

Tasks Available in the Smart Cart Flow

Updated the topic with information about cloning proposals that are not finalized.

Winter '20 Rev D

Enabling Optimized Attribute Retrieval

Updated the topic.

Creating Option Groups

Updated the topic.

Associating Options to a Bundle

Updated the description of the field Allow Cloning.

Adding Miscellaneous Items

Added a note about the inability to modify miscellaneous line items once add to the cart.

Assigning the Configuration to the Collaborator or Queue

Added a note about miscellaneous line items not being supported in Quote Collaboration.

Winter '20 Rev C

Configuring Option Net Adjustment Rollup to Bundle

New topic.

Configuring Renewal Settings

Added the "To synchronize renewal lines to renewal opportunities" section.

Pricing Products

Updated the topic with information about Bundle and Summary Group Net Adjustment %.

CPQ Admin Web Service

New topic.

Creating New Products

New topic.

Creating New Categories

New topic.

Associating Products to Category

New topic.

Building Hierarchy of Products

New topic.

Checking if Product Exists in Hierarchy

New topic.

Removing Products from Hierarchy

New topic.

Retrieving the List Option Group

New topic.

Retrieving of Product Hierarchy

New topic.

Retrieves List of Parent Product

New topic.

Retrieves List Product IDs

New topic.

Retrieves List of Category IDs

New topic.

Constraint Web Service 2

New topic.

Associating Constraint Rule to Products Added to the Cart

New topic.

Troubleshooting CPQ SOAP APIs

New topic.

Remote CPQ Admin Controller

New topic.

Searching Custom Fields in Objects

New topic.

Winter '20 Rev B

Configuring Lookup Field Settings

Added the following fields and description:

  • Lookup Record Limit
  • Junction Object Name
  • Junction Field Name
  • Junction Default Flag
  • Filter Criteria 2

Creating Price List Items

Updated the description of the Price Type and Price Method fields.

Adding Additional Details to a Price List Item

Updated the description of the Price Type and Price Method fields.

Creating Quotes from Opportunities

Updated the topic. Added information about QTC Profile.

Finalizing Products

Updated the topic. Added information about QTC Profile.

Creating Favorite Configuration

Updated the sample code.

Winter '20 Rev A

Configuring Custom Settings

Updated the description of the Enable File setting under Config System Properties and Proposal System Properties.

Configuring Display Action Settings

Added a note about the Update Price button.

Creating Quotes

Updated a note with information about fields Grand Total, Net Amount, and Unit Price.

Marking Quotes as Primary

Updated the topic with steps on making a quote as primary.

Tasks Available in the Smart Cart Flow

Updated description of Clone(With Line Items).

Updating Category Hierarchy for multiple Categories

Updated the sample code.

Updating Category Hierarchy for a single Category

Updated the sample code.

CPQ Asset-Based Ordering APIs

Updated the Authentication section.

Winter '20

Configuring Installed Products Settings

Added the Cotermination Preferences During Renewal and Default Renewal Cotermination Option settings in RENEWAL section.

Configuring Post-Installation Settings

Updated the topic with information about running Custom Setting Maintenance Job.

Configuring Custom Settings

  • Added the Alert Asset Related To Renewal Cart, Cotermination Preferences During Renewal and Default Renewal Cotermination Option settings in Installed Product Settings.
  • Added a note for information about Custom Settings Maintenance Job.
  • Updated the description of Constraint Rules Execution Mode.
  • Updated the description of Enable Field Expressions under Config System Properties.

Creating Custom Buttons for Different Flows

Added a new parameter styleSheetURL.

Creating Products

Updated the topic with the Renewal Lead Time field description.

Configuring Config Page Settings

Updated the topic description and added information about support for Sidebar Action in the Display As field.

Configuring Display Action Settings

Updated the topic description.

Creating Custom Buttons for Different Flows

Replaced isCartApprovalDisabled with useAdvancedApproval and isPricingGuidanceDisabled with useDealOptimizer, updated descriptions.

Defining the Scope of a Promotion

Updated the description of the Product field with the Include Bundle Options (AND) option under Buy X Get X.

Defining the Benefits of a Promotion

Removed the In option on the Benefits section for Buy X Get Y promotions.

Defining the Limits of a Promotion

Updated the topic with information about applying incentive limits across quotes for the same account.

Running Maintenance Jobs

Updated the topic. Added information about Custom Settings Maintenance batch job.

Action Params Callback Class

New topic.

Action Invoker Callback Class

New topic.

Creating Custom Product Attribute Value Extensions

Updated the topic description.

About Product Attribute Value Extensions

New topic.

Configuring Conga Sign for eSignature

New topic. New feature.

Configuring Configuration Engine Settings

Added the Constraint Rule Execution Mode field

Configuring Config Page Settings

Added the following fields:
  • Max Inline Option Attributes
  • Enable Option Page Search

Cascading Shared Attribute Values

New topic. New feature.

Classifying Attributes

New topic. New feature.

Enabling Optimized Attribute Retrieval

New topic. New feature.

Associating Options to a Bundle

Updated the information about the lock icon for the quantity of options.

Action Callback Class

New topic.

IActionCallback2 Interface

New topic.

IActionCallback3 Interface

New topic.

Using Proposal Document Generation

Updated the topic with a note about warning message on email pop-up.

Configuring Application Management Settings

Updated the topic with a note about disabled values.

Creating Price Ramps for a Product

Added a note about the increased scalability of price ramps.

Applying Promotions on Line Items in the Cart

Updated the topic with information about display of promotions on the cart.

Viewing Assets from an Account

Added a note about the display of the Use the Proposal End Date option on the Confirm Renewal intermediate page.

About Asset-Based Ordering Flows

Added a note about the display of the Use the Proposal End Date option on the Confirm Renewal intermediate page.

Renewing Assets Manually

Updated the topic with information about enhanced Confirm Renewal intermediate page and handling manual renewal of assets that are associated with a system-generated renewal quote.

Renewing Assets in Auto Renewal Mode

Updated the topic with information about a warning during renewal.

Renewing Assets in OnDemand Renewal Mode

Updated the topic with information about a warning during renewal and renewing assets in OnDemand Renewal mode based on the Renewal Lead Time specified in products.

Managing Asset Increment with Coterminate Lines

Added a note about the display of the Use the Proposal End Date option on the Confirm Renewal intermediate page.

Renewing Assets Manually in the Contract Flow

Updated the topic with information about enhanced Confirm Renewal intermediate page and handling manual renewal of assets that are associated with a system-generated renewal agreement.

Renewing Assets in Auto Renewal Mode in the Contract Flow

Updated the topic with information about a warning during renewal.

Renewing Assets in OnDemand Renewal Mode in the Contract Flow

Updated the topic with information about a warning during renewal and renewing assets in OnDemand Renewal mode based on the Renewal Lead Time specified in products.

About Smart Cart

Updated the topic with the following information:

  • Removed multiple adjustments as limitations
  • Added synchronizing proposal line item with opportunity as a limitation.

Tasks Available in the Smart Cart Flow

Updated the topic. Added information about multiple adjustments and revalidation.

Sending Documents for eSignature Using Conga Sign

New topic. New feature.

Managing Mass Update of Product Fields

Updated the topic with information about Advanced Filter.

Applying Advanced Filters on the Cart

Updated the topic with information about the Select All Qualified Lines checkbox.

CPQ Asset-Based Ordering APIs

New topic.

CPQ for REST API Developers

New topic.

Summer '20

Document

Topic

Description

Summer 2020 Rev A

Enabling PDF Security for Generated Proposal Documents

Updated the code for Admin Entry in the topic.

Configuring Installed Products Settings

Updated the description of the Asset Termination Fields setting with a warning.

Configuring Custom Settings

Updated the description of Asset Termination Fields setting with a warning.

Configuring Display Columns Settings

Updated the description of Display Type and Field Name settings.

Setting Up Service CPQ

New topic.

Working with the Mini-Cart

New topic.

Configuring a Product from the Catalog

Updated the topic with information about Mini-cart, and Edit and View buttons. .

Using Proposal Document Generation

Updated the topic with information about Rename and Delete buttons.

Viewing the Cart in Grid View

Updated the topic with information about Edit and View buttons.

Presenting a Quote/Proposal

Updated the topic with a note about contact details.

Summer 2020

Configuring Custom Button to Access Configuration Page Directly

New topic. New feature.

Configuring Display Columns Settings

Updated the topic with a note for the Display Type Asset Termination.

Configuring Large Document Generation for Quote

New topic. New feature.

Managing Constraint Rules

Updated the topic with information about support for Show Messages and Prompt in Match in Assets Match Conditions in CSCR. Updated the topic description.

Configuring Custom Settings

  • Added Update View Category Batch Size in Config System Properties.
  • Added the following settings in Proposal System Properties:
    • Large Doc Threshold
    • Large Doc Process Batch Size

Managing Currency Conversion

New topic. New feature.

Enabling Price Ramps

Updated the topic with information about ramps inheriting Cumulative Range - Line Item price matrices from the price list item.

Enabling Auto Ramp Creation

Updated the topic description.

Creating Custom Buttons for Different Flows

Updated the topic with information about the useAdvancedCurrency parameter.

Defining the Criteria of a Promotion

Updated the description of the Value field.

Configuring the Apply Promotion Window

New topic.

Configuring Display Actions Settings

Updated the topic with information about configuring action buttons on the Configuration page.

Creating Product Attribute Rules

Updated the topic with information about support for null value in scope.

Pricing Extension Callback Class for Smart Cart

Updated the topic description.

Creating Custom Product Attribute Value Extensions

Updated the topic description.

Enabling Quote Collaboration in the Org

Updated the topic with information about Field Det Settings for Quote Collaboration

Running Maintenance Jobs

Updated the topic with information about Category and Bundle Maintenance.

Managing Products

Updated the topic description.

Creating Products

Removed information about Has Defaults.

Managing Categories and Hierarchies

Updated the topic description. Updated the description of Offering and Option Group.

Reordering Root Categories on the Catalog Page

Updated the topic description and added a note about editing layout.

Running a Category Maintenance Job

Updated the topic description and moved the Category Maintenance section to Running Maintenance Jobs topic.

Creating Option Groups

Updated the description of Offering and Option Group.

Creating Price Lists

Updated the topic description.

Associate a Price List with Categories

Updated the topic description.

Adding Additional Details to a Price List Item

Updated the topic description.

Applying the Default Pricing to Products

Updated the topic description.

Creating Price Rulesets

Updated the topic description.

Creating Price Rules

Updated the topic description.

Creating Price Dimensions

Updated the topic description.

Managing Contract Pricing

Updated the topic description.

Defining Contracts to be Used in a Quote

Updated the topic description.

Defining Multiple Contracts to be Used in a Quote

New topic.

Configuring Contract Pricing through Price Agreements

New topic.

Enabling Multiple Adjustments at the Line-Item Level

Updated the topic description.

Managing Product Groups

Updated the topic description.

About Search Filters (CPQ)

Updated the topic description.

Configuring Search Filter (CPQ)

Updated the topic with a reference image.

Managing Product Rules

Updated the topic description.

Creating Constraint Rules

Updated the topic with information about Bundle Context.

Creating Constraint Rule Conditions

Updated the topic description.

Creating Constraint Rule Actions

Updated the topic description.

Scenarios for Using Constraint Rules

Updated the topic description.

Creating Product Attribute Values

Updated the topic description.

Creating Attribute Value Matrices

Updated the topic description.

Types of Promotions

Updated the topic description.

Defining User Profiles and Permissions

Updated the topic description.

Configuring Incentive Records

Updated the topic description.

Creating Price Dimensions for a Promotion

Updated the topic description.

Creating Child Filters

Updated the topic description.

Configuring Data Rollups for Promotions

Updated the topic description.

Defining the Scope of a Promotion

Updated the topic with information about including bundle with options in the Scope of promotions.

Defining the Criteria of a Promotion

Updated the topic description.

Defining the Benefits of a Promotion

Updated the topic description.

Generating Coupons for a Promotion

Updated the topic description.

About Integration of Assets with Contracts

Updated the topic description.

Configuring Auto Renewal of Assets

Updated the topic description.

Renewing an Asset in Auto Renewal Mode

Updated the topic description.

Renewing an Asset in OnDemand Renewal Mode

Updated the topic description.

Using the Search Filter

Removed the topic.

Configuring Conditional Inclusion of Options

Removed the topic.

Applying Promotions on the Products in the Shopping Cart

Updated the topic with information about combining promotions.

Managing Cart Views

Updated the topic description.

Splitting an Asset

Updated the topic with minor changes on the Cart page for split-swap bundles and options.

Swapping an Asset

Updated the topic with a minor change about the user seeing the Confirm Installed Products Swap page or the Confirm Swap pop-up.

Terminating an Asset

Updated the topic with a minor change about read-only fields on the Cart page.

Searching Assets

Updated the topic with search optimization for the Installed Products page.

Generating a Quote/Proposal

Updated the topic with information about the Submit button for Large Document Generation for a quote.

Tasks Available in Smart Cart Flow

Updated the description of the tasks to clone(with Line Items) and create an agreement with line items.

Quote Lifecycle Collaboration

Updated the description.

Assigning the configuration to the Collaborator or Queue

Updated the description.

Working on the Configuration Request

Updated the description.

Merging the Configurations in the Parent Cart

Updated the description.

Creating a Price Ramp for a Product

Updated the topic with information about creating price ramps for products with Related Pricing.

Creating Quote/Proposals from Opportunities

Updated the description.

Contract Pricing

Updated the description.

Renewing an Asset

Updated the description.

Renewing Assets Manually

Updated the description.

Use Case: Different Renewal Dates

New topic.

Renewing Assets Automatically

New topic.

Renewing an Asset in Auto Renewal Mode

New topic.

Use Case: Grouping of Assets without Renewal Group Fields During Renewal

Use Case: Grouping of Assets with Renewal Group Fields During Renewal

New topic.

Renewing an Asset in OnDemand Renewal Mode

New topic.

Use Case for Renewals without Grouping

New topic.

Terminating an Asset

Updated the description.

Use Case: Terminating an Asset When Billing Management is Installed

New topic.

Use Case: Same Day Cancellation

New topic.

Use Case: Terminating a Renewed Asset

New topic.

Managing Assets through Contracts

Updated the description.

Managing Assets in the Contract + Proposal Flow

New topic.

Changing Assets in the Contract + Proposal Flow

New topic.

Renewing Assets in the Contract + Proposal Flow

New topic.

Swapping Assets in the Contract + Proposal Flow

New topic.

Terminating Assets in the Contract + Proposal Flow

New topic.

Managing Assets in the Contract Flow

New topic.

Changing Assets in the Contract Flow

New topic.

Renewing Assets in the Contract Flow

New topic.

Renewing Assets Manually in the Contract Flow

New topic.

Renewing Assets Automatically in the Contract Flow

New topic.

Renewing an Asset in Auto Renewal Mode in the Contract Flow

New topic.

Renewing an Asset in OnDemand Renewal Mode in the Contract Flow

New topic.

Swapping Assets in the Contract Flow

New topic.

Terminating Assets in the Contract Flow

New topic.

Adding a Miscellaneous Item to the Cart

New topic. New API.

Abandoning a Configuration

New topic. New API.

Finalizing Configuration in Smart Cart

New topic. New API.

Cloning Primary Line Items

New topic. New API.

Creating Bundle Line Items

New topic. New API.

Copying Attachments

New topic. New API.

Creating a Task After Proposal is Presented

New topic. New API.

Retrieving Name of the First Template

New topic. New API.

Retrieving Templates in a Proposal

New topic. New API.

Deleting an Email Template

New topic. New API.

Updating a Proposal

Updated sample code.

Retrieving Incentives on the Cart

Updated the topic with information about new parameters.

Retrieving Incentives Applied on the Cart

New topic. New API.

Setting Incentives for Cart

New topic. New API.

Spring '20

Document

Topic

Description

Spring 2020 Rev B

Integrating Conga with External Systems

New topic for external integrations using the Conga CPQ SOAP API.

Generic API Operations in Salesforce (SOAP)

New topic describing examples of calling generic Salesforce SOAP methods for creating and retrieving common Salesforce objects referenced by Conga APIs.

CPQ Web Service(Apttus_CPQApi)

Renamed the topic from "CPQ Web Service". Updated the topic description.

Creating a Cart from a Quote

Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.

Retrieving Categories for a Price List

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Retrieving Products and List Prices for a Price List

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Retrieving Products and List Prices for a Price List and Category

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Retrieving Products and List Prices For a Price List and Search Text

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Retrieving Option Groups, Options, and List Prices for a Price List Product

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Adding Products to a Cart

Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.

Adding a Bundle to a Cart

Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.

Adding a Custom Bundle

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Adding Options to a Bundle

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Cloning Bundle Line Items on the Cart

Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.

Cloning Line Items on the Cart

Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.

Cloning Option Line Items on the Cart

Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.

Comparing Products

Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.

Associating Constraint Rules to a Cart

Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.

Applying Constraint Rules to Deleted Products

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Adding Price Ramps to a Cart (CPQ Web Service)

Updated the topic with API signature.

Computing the Net Price for a Bundle

Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.

Updating Price For A Cart

Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.

Price Breakup for a Cart or Specific Line Item

Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.

Removing a Bundle from a Cart

Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.

Removing Multiple Bundles from a Cart

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Removing Line Items from the Cart

Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.

Removing Options from a Bundle

Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.

Retrieving Constraint Rules Results

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Retrieving Incentives on the Cart

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Retrieving Asset Line Items

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Abandoning a Cart

Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.

Finalizing a Cart

Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.

Synchronizing a Cart

Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.

Updating Quote Terms

Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.

Computing Shipping for Cart Line Items

Updated the topic with API signature.

Computing Taxes for Cart Line Items

Updated the topic with API signature.

CPQ Web Service (Apttus_Config2)

New topic.

Creating Product Line Items

Moved the topic from "CPQ Web Service". Updated the topic with API signature.

Registering Split Cart Parameters

Moved the topic from "CPQ Web Service". Updated topic to identify API as a global method and added signatures.

Finalizing the Configuration Version

Moved the topic from "CPQ Web Service". Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.

Finalizing the Configuration Version with Synchronization Tasks

Moved the topic from "CPQ Web Service". Updated the topic with API signature.

Batch Update Service

Updated the topic description.

Updating Category Hierarchy for a single Category

Renamed the topic from "Updating a Specific Category".

Updating Category Hierarchy for multiple Categories

Renamed the topic from "Updating Multiple Categories".

Quote/Proposal Config Web Service

Updated the topic description.

Accepting a Quote

Updated topic to include API signature, and SOAP Response/Request XML for API integration.

Quote Collaboration Service

Renamed the topic from "Collaboration Structure". Updated the topic description.

Adding Products to a Collaboration Request

Updated the topic with API signature.

Favorite Configuration Global Service

New topic.

Creating Favorite Configuration

Renamed the topic from "FavoriteConfiguration Web service". Updated the topic with API signature.

Asset Service

Updated the topic description.

Fetching Asset Line Items

Updated topic to identify API as a global method and added signatures.

Getting a count of Asset Line Items

Updated topic to identify API as a global method and added signatures.

Swapping Assets

Updated topic to identify API as a global method and added signatures.

Getting a list of Products to be swapped with Assets

Updated topic to identify API as a global method and added signatures.

Terminating Assets

Updated topic to identify API as a global method and added signatures.

Renewing Assets

Updated topic to identify API as a global method and added signatures.

Incrementing Assets

Updated the topic with API signature.

Changing Assets

Updated topic to identify API as a global method and added signatures.

Merging Duplicate Assets

Updated topic to identify API as a global method and added signatures.

Batch Job Service

Updated the topic description.

Splitting a Smart Cart

Updated topic to identify API as a global method and added signatures.

Updating Price for the Smart Cart

Updated topic to identify API as a global method and added signatures.

Updating Price For A Cart

Updated topic to identify API as a global method and added signatures.

Proposal Web Service

Updated the topic description.

Retrieving Proposal Field Values from Account

Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.

Retrieving Proposal Field Values from Opportunity

Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.

Retrieving Field Values from Proposal

Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.

Creating Proposal Line Items from Opportunity

Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.

Updating a Proposal

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Cloning Email Template

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Cloning Document Templates

Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.

Getting the Proposal Document Output Format

Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.

Spring 2020 Rev A

Configuring Custom Settings

Updated the description of the Document Naming Convention setting under Proposal System Properties.

Synchronizing Related Line Items with Opportunity Line Items

Updated the topic with a note that this feature is applicable only for Service CPQ.

Spring 2020

Configuring Installed Products Settings

Updated the description of the Editable Fields for Cancelled Lines, Asset Termination Fields, and Renewal Business Object Type settings. Added the Account Hierarchy Batch Size setting. Removed the Change:MassEdit option from the Submenu Actions setting.

Creating Price List Items

Updated the note in the description of the Charge Type Criteria setting.

Configuring Pricing Engine Settings

Updated the topic with information about turning on or of defer pricing at a flow level and selectively skipping the totaling of pricing of products on the Cart.

Configuring Custom Settings

Updated the topic with information about the following custom settings:

  • Added the following custom setting:
    • Base Private Properties
  • Updated the Config System Properties > CSS Override setting description.
  • Added the following settings in Config System Properties:
    • Product Sorting Fields
    • Refine Search Checkbox Display Limit
  • Added a note for the Enable Price Matrix Audit Trail setting in Config System Properties.
  • Added the following settings in Proposal System Properties:
    • Document Naming Convention
  • Added the following field in Config Custom Classes:
    • Revalidation Callback Class
  • Added the Account Hierarchy Batch Size field in Installed Products Settings. Removed the Mass Edit Action Criteria Fields setting. Removed the Change:MassEdit option from the Submenu Actions setting.
  • Updated the description of the Editable Fields for Cancelled Lines and Renewal Business Object Type fields in Installed Products Settings.

CPQ Package Objects

Added the object of the Apttus Base Library package.

Installing CPQ Packages

Updated the topic with information about the Apttus Base Library package.

Upgrading CPQ

Updated the topic with information about upgrading from the previous two releases to the current release.

Configuring Product Sort

New topic. New feature

Creating Price Ruleset

Updated the topic with information about defining currency for the price ruleset.

Creating Price Rule

Updated the topic with information about setting the UOM and effective dates for price rule entry.

Creating Price Dimensions

Updated the topic with more information about Context Type and Type.

Applying Miscellaneous Pricing to a Product

Updated the description of the Disable Asset Integration setting with a note.

Managing CPQ Formula Fields

New topic. New feature

Creating Constraint Rule Actions

Updated the description of the Match in Assets Match Conditions.

Managing Constraint Rules

Updated the topic. Added information about support for the Match in Assets Match Conditions in inclusion rules.

Opportunity Renewal - OnDemand

Moved the section about Asset Renewal Callback Class to the new topic "Asset Renewal Custom Callback Class".

Creating Custom Buttons for Different Flows

Renamed the topic from "Creating a custom button for the new user interface". Updated the topic with information about the asyncFinalize parameter. Added the isCartTotalingDisabled, isCartApprovalDisabled, isPricingGuidanceDisabled, and &deferPricingUntilCart parameters.

Visibility Rules through Custom Classes

Renamed the topic to "Product Filter Callback Class" and moved the new topic under "Customizing CPQ Using Callbacks".

Using Asset Line Item Callback Class

Renamed the topic to "Asset Line Item Callback Class" and moved the new topic under "Customizing CPQ Using Callbacks".

Customizing CPQ Using Callbacks

New topic. Added description for Callback Class

Display Action Callback Class

Updated the description.

Option Filter Callback Class

Updated the description.

Asset Line Item Callback Class

Updated the topic description. Renamed this topic from "Using Asset Line Item Callback Class" to "Asset Line Item Callback Class".

Asset Renewal Custom Callback Class

New topic.

Product Attribute Callback Class

New topic.

Related Pricing Callback Class

New topic.

Validation Callback Class

New topic.

Product Filter Callback Class

Updated the topic description. Renamed this topic from "Visibility Rules through Custom Classes" to "Product Filter Callback Class".

Adjustment Line Item Callback

Updated the description.

Pricing Callback Class

Updated the description of the topic.

Revalidation Callback Class

New topic. New feature.

Managing Promotions

Updated the definition and scope of Promotions Management.

Defining the Benefits of a Promotion

Updated the topic with information about using operators to define multiple benefit products.

Creating Approval Workflows for Promotions

Updated the topic with information about selectively skipping approval of the Cart.

Managing Categories and Hierarchies

Updated this topic with information about category types.

Creating Categories

Updated the description of the topic. Shifted the details about category types to the topic "Managing Categories and Hierarchies". And removed information about the Manage Options Groups menu.

Creating Option Groups

Updated the navigation path to the Manage Option Groups menu.

Associating Options to an Option Group

Updated the navigation path to the Manage Option Groups menu.

About Manage Field Expressions Page

New topic. Added information about a dedicated page to manage field expression.

About Manage Rollups Page

New topic. Added information about a dedicated page to manage rollups.

About Manage Rules Page

New topic. Added information about a dedicated page to manage rules.

Associating Products to a Product Group

Updated the topic description with information about searching product associated with the product group.

Logging in to CPQ

Updated the topic with information about My Domain.

Configuring Display Columns Settings

Added the Asset Termination Display Type and a note for the Mass Edit (Assets) Display Type.

Enabling Price Breakup for Products

Updated the topic with information about displaying custom fields in Price Breakup pop-up.

Adding Custom Columns to the Mass Edit (Assets) Window

Removed the topic because it is an invalid feature.

Configuring Renewal Settings

Updated the topic for clarity and added the "To schedule a batch job for creating renewal opportunity" section. Updated the description of the Renewal Business Object Type setting.

Searching a Product from the Catalog

Updated the topic with information about sorting the products on the Catalog.

Configuring a Product from the Catalog

Updated the topic with information about is Optional checkbox.

Opening Cart in Read-only mode

New topic. Added information about Cart in read-only mode

Use Case: Renewing Merged Assets with the Same Purchase Identifier

New topic. New feature for this release.

Managing Assets

Updated the topic with information about sorting assets on the Installed Products page.

Renewing an Asset

Updated the topic with notes about Farthest End Date. Updated the topic with an enhanced note on renewable products.

Merging Assets

Updated the topic with notes about Effective Date field and Related Line Items popup. Also updated that the end date is not editable for cancelled lines.

Swapping an Asset

Updated the topic with notes about selectively displaying fields while swapping assets.

Terminating an Asset

Updated the topic with information about editing a custom currency field.

Impact of Asset actions on Billing Schedules

Added the Proration Period Treatment field and updated the definition of Billing Day of the Month and Billing Cycle Start fields.

Performing Mass Update for Assets

Removed the topic because it is an invalid feature.

Viewing Service Products on the Installed Products page

Updated the note about validating service assets based on criteria.

Adding Products

Updated the description.

About Product Configuration

New topic. Added information about product configuration status.

Using Deal Guidance

Updated the topic with information about enhanced support for Deal Guidance and selectively skipping Deal Guidance.

Smart Cart

Updated the description. Added Multiple Adjustments as a limitation.

Tasks Available in Smart Cart Flow

Updated the description. Removed Multiple Adjustments as an available functionality.

Logging on to CPQ

Updated the description.

Cloning Bundle Line Items on the Cart

Updated the topic with a note about using the Line Number field instead of the Primary Line Number field.

Batch Update Service

Renamed from the topic "BatchUpdate Web Service".

Proposal Web Service

New topic.

Adding a Custom Bundle

New topic. New API

Retrieving Proposal Field Values from Account

New topic. New API

Retrieving Proposal Field Values from Opportunity

New topic. New API

Creating Proposal Line Items from Opportunity

New topic. New API

Updating Proposal

New topic. New API

Removing Options from a Bundle

New topic. New API

Retrieving Field Values from Proposal

New topic. New API

Getting the Proposal Document Output Format

New topic. New API

Cloning Email Template

New topic. New API

Cloning Document Templates

New topic. New API

Creating Product Line Items

New topic. New API

Finalizing the Configuration Version

New topic. New API

Finalizing the Configuration Version with Synchronization Tasks

New topic. New API

Merging Assets

New topic. New API

Winter '19

Document

Topic

Description

Winter 2019

Configuring Custom Settings

Updated the topic with information about the following custom settings:

  • Updated Lookup Field Settings section. Added information about Product Configuration object in Object Name field.
  • Updated the Config System Properties > Selling Term Calculation Method setting description.
  • Updated the Config System Properties > Constraint Rules Execution Mode setting description.
  • Added the Installed Products Settings > Merge Action Criteria Fields setting details.
  • Added the following settings in Config System Properties:
    • Auto Execute Pre-Pricing Step
    • Auto Execute Post-Pricing Step
    • Custom Pre-Pricing Fields
    • Split Cart Threshold
    • Split Cart Criteria Fields
    • Defer Pricing
    • Pricing Batch Size
    • Pricing Profile
    • Auto Sync With Opportunity

Configuring Installed Products Settings

Updated the topic with information about the Submenu Actions, Merge Action Criteria Fields, End Date preferences for Cotermination, and Hide Asset Actions settings.

Configuring Custom Settings

Updated the topic with information about the following custom settings:

  • Config Asset Pricing Criteria Fields
  • Config Asset Pricing Default
  • Config Custom Classes
  • Config Custom Display Actions
  • Config Custom Display Columns
  • Config Data Cache
  • Config Field Set
  • Config Flow
  • Config Select Options Settings
  • Config Select Products Settings
  • Config User Preferences

Using Asset Line Item Callback Class

Updated the topic with a new sample code.

Configuring Smart Cart

New topic. New feature for this release.

Use Case for Configuring Smart Cart

New topic. New feature for this release.

Pricing Extension Callback Class For Smart Cart

New topic. New feature for this release

Creating Price Dimensions

Updated the topic with more options in Context Type.

Synchronizing Related Line Items with Opportunity Line Items

New topic. New feature for this release.

Option Filter Callback

Updated the topic description.

CPQ Package Objects

Update the description of the following objects:

  • Billing Plan
  • Billing Plan Item
  • Billing Plan Template
  • Billing Plan Template Item
  • Billing Preference

Defining the Scope of a Promotion

Updated the topic with information about adding product groups to promotions scope.

Enabling Price Breakup

Updated the topic with information about displaying custom fields in Price Breakup.

Creating Price Rules

Creating Price Matrices

Configuring Related Pricing

Updated the topics with information about formula fields when defining price or adjustment.

Contract Pricing

Updated the topics with information about generating contract price list items for bundles with the same option.

Running a Category Maintenance Job

Updated the topic with details on incremental updates for category views.

Configuring Asset Visibility on the Installed Products Page

Updated the topic with a note about critical attributes.

Configuring the Custom Attributes Page

Updated the topic with enhanced description.

Configuring Cart Page Settings

Updated the topic to add the details for CART LINE COLUMNS.

Associating an Attribute Group to a Product

Updated the topic with the description of the Is Primary setting.

Migration Script for Cart Views

Updated the topic. Updated the Migration Script

Constraint Rules

Updated the topic. Added a note about Service CPQ.

Applying Advanced Filters

New topic. New feature for this release.

Adding Miscellaneous Items

New topic. Added more information about adding miscellaneous items.

Managing Assets

Updated the topic with the sorting method of the assets.

Merging Assets

New topic. New feature for this release.

Service Pricing

Updated the description of the topic.

Smart Cart

New topic. New feature for this release.

Tasks Available in Smart Car Flow

New topic. New feature for this release.

Smart Cart Pricing

New topic. New feature for this release.

Swapping an Asset

Updated the topic with information about selling term calculation.

Splitting an Asset

Updated the topic with information about splitting bundle products and the Amended status of standalone and bundle products.

Terminating an Asset

Updated the topic with information about editable fields on cancelled lines.

Changing a Configurable Bundle Asset

Updated the topic with the step of clicking the wrench icon.

Changing the Attributes of an Asset

Updated the topic with the step of clicking the wrench icon.

Renewing an Asset

Updated the topic with information about Renewal Adjustment Type and Renewal Adjustment Amount columns.

Configuring a Product from the Catalog

Updated the topic. Added a note in the section To configure product attributes.

Pricing Products

Updated the topic. Added a note in the section To price a product on the shopping cart.

Registering Split Cart Parameters

New topic. New API

Batch Job Service

New topic.

Splitting a Smart Cart

New topic. New API

Updating Price for the Smart Cart

New topic. New API

Summer '19

Document

Topic

Description

Summer 2019

Configuring Installed Products Settings

Updated the topic with information about the ASSET VIEWS setting.

System Properties

Added Rounding Mode setting.

Creating Price Matrices

Updated the topic with information about getting the price matrix entry and the Cumulative Range - Line Item setting.

Configuring Currency Rounding

New topic. New feature for this release.

Defining the Scope of a Promotion

Updated the topic with information about the Product field.

Running a Bundle Maintenance Batch

Updated the topic with information about using Batch Mode maintenance for complex bundles.

Config System Properties

Updated the topic with the following new settings.

  • Adhoc/Product Totaling Hierarchy
  • Enable Price Matrix Audit Trail
  • FavoriteFilters
  • Groupby Fields
  • Service Line Split Criteria
  • Totaling Group Type
  • Update View Product Batch Size
  • Update View Use DML Limit

Defining Split Criteria

Updated the topic with information about Related Line Item and Asset Line Item objects.

Installed Product Settings

Updated the topic with the following new settings.

  • Apply Adj To Current Contract Term
  • Base Price Defaulting Method For Renewal

Client Side Constraint Rules

Removed the topic. The relevant information is mentioned with the appropriate topic.

Constraint Rules

Updated the topic with information about Client-Side Constraint Rules

Create Constraint Rules

Updated the topic with information about effects of deactivated or deleted constraint rules on the finalized cart.

Constraint Rule Actions

Updated the topic. Modified description of Min/Max Match Rule.

Setting up an Inclusion Rule

Updated the topic with information about Added By and Added By Rule Info fields.

Setting up an Exclusion Rule

Updated the topic with information about Hide functionality.

Applying Promotions on the Products in the Shopping Cart

Updated the topic with information about reapplying a promotion.

Contract Pricing

Updated the topic with information about adjustments applied as part of contract price and fallback method when contract list price is unavailable.

Managing Views for Assets Grid

Updated the topic with information about views on the Assets grid created by the administrator.

Renewing an Asset

Updated the topic with information about renewing an asset using current contract value.

Terminating an Asset

Updated the topic with information about validating the termination date and displaying contract term billing details.

Favorite Configurations on the Cart

Updated the topic with information about categorizing favorite configuration using Favorite Filters.

Searching a Product from the Catalog

Updated the topic with information about counter on mini-cart and recommendation icons.

Spring '19

Document

Topic

Description

Spring 2019 Rev A

System Properties

Added Enable Custom Rounding setting.

Terminating an Asset

Updated the topic with information about showing net price of the current year asset on the termination page.

Spring 2019

Configuring Config Page Settings

Added Enable Option Page Search setting.

Configuring Installed Products Settings

Updated the topic with information about Change:Split sub-menu action and Split Asset Action settings.

Associating Options to Bundles

Updated the topic with information about the message displayed to run Bundle Maintenance batch job.

Client Side Constraint Rules (CSCR)

Updated the topic with a note about support for Match in Location.

Defining a Cost Model

Updated the topic with information about the Hide Child Cost Types in Price Waterfall option.

Enabling Quote Collaboration in your org

Updated the topic with information about revoked requirement Modify All setting.

Defining the Scope of a Promotion

Updated the topic with information about searching a product by its name or code.

Data Flow

Updated the topic with information about using the Auto Renewal flag correctly.

Manage Product Page

Added the topic with information about Manage Product page in CPQ Admin.

Cloning Products

Added the topic with information about cloning product in CPQ Admin.

Searching a Product from the Catalog

Updated the topic with information about actions products inheriting location of the condition products.

Configuring a Product from the Catalog

Updated the topic with information and a note about search functionality for options and attribute on the configuration page.

Favorite Configurations on the Cart

Updated the topic with information about saving constraint rule in favorite configuration.

Working on the Configuration Request

Updated the topic with the information about support for replacement and deletion of collaborated product

Merging the Configurations in the Parent Cart

Updated the topic with information about support for automatic child cart updates.

Billing Schedules for Incremented Assets

Updated the "Increment Asset with Coterminate Lines" topic with a use case for billing schedules.

Splitting an Asset

New topic. New feature for this release.

Terminating an Asset

Updated the topic with information about showing the original asset start date on the intermediate page UI.

Assigning the configuration to the Collaborator or Queue

Updated the topic with information about adding products to a collaboration request.

Accepting a Quote

New topic. New API

Adding Products to a Collaboration Request

New topic. New global method.

Winter '18

Document

Topic

Description

Winter 2018 Rev B

Applying and Removing Promotions or Coupons on Line Items in Cart

Moved this topic from this guide to CPQ on Salesforce Winter 2018 User Guide and merged content in the "Applying Promotions on the Products in the Shopping Cart" topic.

Creating the Price Ramp on the Cart Page

Updated the topic.

  • Removed a limitation about Cart Grid UI.
  • Removed the note about support for IE 11.

Billing for Assets

Updated the topic with information about billing.

Configuring Document Generation Preview Setup in Internet Explorer

Updated the topic with a note that the feature is no longer supported.

Applying Promotions on the Products in the Shopping Cart

Moved the "Applying and Removing Promotions or Coupons on Line Items in Cart" topic from CPQ on Salesforce Winter 2018 Administrator Guide to this guide and merged the contents.

Creating the Price Ramp on the Configuration Page

This topic is removed because the feature is no longer available.

Winter 2018 Rev A

Config System Properties

The Config System Properties related to large cart were removed because the large cart feature was not part of the Winter 2018 release.

Splitting Large Cart

This topic is removed because the Large Cart feature was not part of the Winter 2018 release.

Winter 2018

Config System Properties

Added a new field.

Enable NotificationFeed

Defining Split Criteria

New topic. New feature for this release.

Multiple Adjustments at the Line Item

Updated the topic with details on Adjustment Types.

Creating Constraint Rule Actions

Updated the topic with information about the value Hide in the Action Intent table.

Client Side Constraint Rules (CSCR) Enhancements

Updated the topic with information that M atch in Cart Options is now supported.

Pricing Callback Classes

Updated the topic with the method onPriceItemSet().

Enabling Quote Collaboration in your org

New topic. New feature for this release.

Defining Permissions for Favorite Feature

New topic. New feature for this release.

Associating Options to Bundles

Updated the topic with a note in the topic about shared option groups.

Structure Section

Updated the topic with a new feature for CPQ Admin.

Lookup Field Setting

Updated the topic with information about the Filter Criteria 2 field.

Installed Products Settings

Updated the topic with information about End Date Preference Cotermination and sub-menu actions.

Applying and Removing Promotions or Coupons on Line Items in Cart

Updated the topic with information about applying promotions.

(Moved this topic to CPQ on Salesforce Winter 2018 User Guide in Winter 2018 Rev B)

Generating Coupons

Updated the topic with a note about generating coupons.

Adding Custom Columns to the Mass Edit (Assets) Window

New topic. New feature for this release.

Note:

Removed the topic in Spring 2020 because it is an invalid feature.

Configuring Service Products

Updated the topic with information about cloning service line.

Pricing Products

Updated the topic with new options in Adjustment Type and a note to the % Discount Off Lift option.

Assigning the configuration to the Collaborator or Queue

Updated the topic with notes about access permissions being considered in the Collaboration Feature.

Bucket Adjustments

Updated the topic with a note about bucket adjustment applicable on the preceding bucket.

Service Pricing

Updated the topic with information about splitting the Related Line Items from Service Line.

Configuring a Product from the Catalog

Updated the topic with information about selecting products from a prompt.

Favorite Configurations on the Cart

Updated the topic with information about access permissions.

Managing Views for Assets Grid

New topic. New feature for this release.

Performing Mass Update for Assets

New topic. New feature for this release.

Note:

Removed the topic in Spring 2020 because it is an invalid feature.

Increment Asset with Coterminate Lines

New topic. New feature for this release.

Creating Quote/Proposals from Opportunities

Updated the topic with information about purchase identifier.

Summer '18

Document

Topic

Description

Summer 2018 Rev A

Currency Field Precision

Information about the application of Currency Field Precision is added as a note.

Expand Bundles in Cart

Information about Pagination feature is added as a note

Summer 2018

Creating a Price List

New configuration for creating a price list is added:

Disable Based on Currency Adjustment

Applying Miscellaneous Pricing to a Product

Disable Cost Model field is added.

Creating Price List Items

New grouping type such as Summary Group is added.

Adjustment Line Item Callback

Adjustment Line Item callback is added.

Types of Promotions

Sales promotion details are added.

Defining the Criteria of a Promotion

Contains operator is added.

Use Case: Configuring a Promotion for the Total Price on the Cart

Use case for an order level promotion is added.

Managing Coupons

The Assigned To filter is added.

Information about storage of coupon code is added as a note.

Extending the Lead Time Functionality

Sample callback classes to extend the lead time functionality is added.

Bucket Adjustments

Included a note about the creation of an adjustment line.

Viewing Installed Products Page

Changes to the Installed Products User Interface is added.

Searching Assets

Enhancements to the Search functionality are added.

Viewing Service Products on the Installed Products page

The Relate and relate Component flows are added.

Service Pricing

Service Configuration and pricing information are added.