Conga CPQ for Salesforce October '24 Release Notes
In these release notes, you can find packages, requirements, new features and enhancements, and fixed and known issues for the CPQ October '24 release. For documentation updates, see What's New in CPQ Documentation.
This documentation may describe optional features for which you have not purchased a license; therefore your solution or implementation may differ from what is described here. Contact your customer success manager (CSM) or account executive (AE) to discuss your specific features and licensing.
To access the learning path, including overviews and demonstrations of this release’s updated features and enhancements, visit the Conga Learning Center.
Packages
The following packages and dependencies are required to upgrade to this release and use its new features. These are the minimum required versions; later versions are also supported. Prerequisites for each feature can be found in its documentation. Packages marked (New) are new for this release.
You can register your org for Conga Push Upgrade. Conga Push Upgrade is an automated tool that upgrades packages available in your Salesforce org (production or sandbox) to the latest versions. In addition, it ensures that all the Conga published managed packages are on the latest versions for your registered orgs. For more information, see Registering for Conga Push Upgrade.
|
Package |
Latest Certified Version | |
|
Name |
Number | |
|
Conga Approvals (Required if you are using Approvals) (Changed) |
15.2.395 |
15.395 |
|
Conga Base Library (Required if you are using Conga Configuration & Pricing) (Changed) |
5.2.269 |
5.269 |
|
Conga Billing (Required if you are using Conga Billing) (Changed) |
10.2.409 |
10.409 |
|
Conga CLM Configuration Integration (Required if you are using CLM) (Changed) |
16.2.0192 |
16.192 |
|
Conga Configuration & Pricing (Changed) |
16.2.2144 |
16.2144 |
|
Conga Contract Lifecycle Management (Changed) |
15.2.770 |
15.770 |
|
Conga CPQ API |
16.0.0136.1 |
16.136.1 |
|
Conga CPQ Approvals (Required if you are using Approvals on CPQ objects) |
13.2.25 |
13.25.2 |
|
Conga CPQ Maximizer |
10.1.0036 |
10.36 |
|
Conga CPQ Setup (Required if you are using CPQ Admin Console) (Changed) |
16.2.150 |
16.15 |
|
Conga Deal Maximizer Setup (Required if you are using Deal Maximizer) (Changed) |
8.1.0056 |
8.56 |
|
Conga Deal Maximizer |
7.0.0007 |
7.70 |
|
Conga DocuSign API (New) |
8.1.142 |
8.142.19 |
|
Conga Order Management |
1.0.0000 |
1.0 |
|
Conga Promotions (Required if you are using Promotions) |
1.0.0000 |
1.0 |
|
Conga Quote Approvals |
7.1.11 |
7.11 |
|
Conga Quote Asset Integration |
6.5.0015 |
6.15 |
|
Conga Quote CLM Integration (Changed) |
13.1.0086 |
13.86 |
|
Conga Quote Configuration Integration (Required if you are using CPQ and Proposal Management) (Changed) |
16.2.0414 |
16.414 |
|
Conga Quote DocuSign Integration |
4.1.23 |
4.23 |
|
Conga Quote Echosign Integration (You must install the latest Adobe Sign package to use this package) |
3.1.17 |
3.17 |
|
Conga Quote Management (Required if you are using Proposal Management) (Changed) |
14.2.0269 |
14.269 |
System Requirements and Supported Platforms
For requirements and recommendations to consider before installing the Conga product suite, see the System Requirements and Supported Platforms Matrix.
New Features and Enhancements
The following features are new to Conga CPQ in this release.
New Admin Setting - APTS_EnableExpressionLockOnAttribute
APTS_EnableExpressionLockOnAttribute, a new setting lets you lock or unlock attribute expressions. You can decide whether manual changes are allowed or if expressions will update the attribute.
For more information, see Configuring Admin Settings and Configuring Products from the Catalog.
New Admin Setting to Manage Favorites with Large Bundles
A new admin setting, APTS_EnableFavoriteExecutionWithTurbo, along with the getFavoriteConfigurationData remote action to add favorites to the cart. This prevents duplicate entries when adding large bundles and favorite groups together.
For more information, see Configuring Admin Settings.
New Admin Setting - APTS_EnableAttributeGroupReset
APTS_EnableAttributeGroupReset, a new setting lets you reset all attribute selections on the Attribute Page. This allows you to test changes and easily revert to the original settings.
For more information, see Configuring Admin Settings.
Restrict Access to Cart
CPQ allows you to restrict access to the cart from quote, agreement, and order pages. To achieve this, you must add the 'Is Task Pending' field (checkbox) to the Quote/Proposal, Agreement, and Order objects.
If you try to access the cart with this flag enabled, CPQ restricts cart access and shows the following message:
'Configuration is temporarily Unavailable due to ongoing Asynchronous processes. Please try again once all processes are complete.'
Support for Quantity Change to Cascade to Option Level
For a bundle product with options, during any asset-based operation, when the quantity of the bundle is changed, the quantity cascades to all options. This is possible when the Asset Pricing Criteria has Quantity selected in the Criteria Field. For more information see, Changing an Asset.
Enhancement to the Deal Guidance Pop-up Window
The deal guidance pop-up window headers are dynamic and adjusted based on the selected measure. The “Price From" and "Price To" headers are displayed as Net Price From and Net Price To for all measures except custom measures.
Enhancement to the Deal Guidance Pop-up Window
The deal guidance pop-up now displays the currency for the selected price band. This enables you to view the actual currency value (for example USD) before the Amount in the Net Price From and Net Price To columns.
Support for Price Ramps with 'Usage' Price Method
Pricing Administrators can create Price Ramps using either the 'Recurring' or 'Usage' Price Method.
The system now allows Price Ramps with the 'Usage' Price Method when 'Enable Ramps' is set to TRUE. Previously, only the 'Recurring' Price Method was supported.
Support of Swagger Logs in CPQ Admin
Administrators can now generate Swagger logs for different users in Turbo without needing their security tokens. A new "Swagger Logs" page allows to set log parameters, including date range, log level, and tracing flag. This feature is exclusive to Turbo Engines, and users in Classic Org will receive a message prompting them to upgrade.
For more information, see Generating Swagger Logs.
Code Line Numbers in Debug Logs
Debug logs now show code line numbers regardless of the UI exception feature flag. This change allows you to identify issues without turning off the is-callback-exception-throw-enabled flag.
Creating New Price Lists with Custom Lookup Fields
You can now create new price lists using custom lookup fields. This feature streamlines the process by allowing the use of these fields for new price list creation.
For more information, see Configuring Custom Fields on Price List Related Pages.
Custom Measures on the Deal Guidance Pop-up Window
The pop-up now displays only the “#CustomMeasure From” and “#CustomMeasure To” columns, without referencing 'Net Price From' and 'Net Price To'. For the Custom Measure, the Deal Guidance pop-up shows these two columns exclusively. Previously, the pop-up showed both the From and To measures alongside their respective From and To prices.
Support for Mass Start and End Date Changes on Asset Line Items
You can change the start and end dates of multiple asset line items simultaneously during an amend operation. When using the baseprice method, the line status for all items, including non-primary ramps, updates to “Amended.“
Product Attribute Value Length for Text Fields
For product attribute text fields, you can now only enter text up to the predefined character limit. The character limit appears when hovering over the help icon of the product attribute text field.
For more information, see Configuring Products from the Catalog.
Fixed Issues
There are no fixed issues in this release.
Known Issues
The following unresolved issues are known to Conga at the time of this release.
|
Conga Internal ID |
Description |
|
CPQ-87944 |
You encounter the following error while running the criteria maintenance job for pricing fields.
|
|
CPQ-87589 |
You encounter the following error while performing collaboration on the cart. This issue is observed when you try to update the start date or the due date to null in a collaboration request.
|
|
CPQ-87385 |
You encounter the following error when you try to invoke the applying promotion API.
|
|
CPQ-87170 |
Turbo Cart disables actions when you reconfigure a product while pricing is in progress. |
|
CPQ-86667 |
You encounter the following error intermittently while running the Smart Search sync. {{"Invalid API response System.HttpResponseStatus=Bad Request, StatusCode=400 {"error":"invalid_grant","error_description":"authentication failure"}"}} |
|
CPQ-85853 |
A pricing loop happens when one rule adds Product B with Product A, and another removes both. Re-adding Product A causes the loop. |
|
CPQ-85678 |
An Apex CPU Time Limit error occurs when attempting to enable Smart Search by clicking the Search Activation button. |
|
CPQ-83072 |
Auto Renew Ramp incorrectly renews the first ramp based on the 364-day Renewal Lead Time. This results in renewal opportunities and proposals with incorrect start and end dates for 2027-28. |
|
CPQ-81037 |
When sending a proposal via email, the "Sender and Recipient" list under activity history shows only the sender. However, querying EmailMessageRelation reveals three records, with two missing relationship details. |
|
CPQ-79188 |
Mass update > Reset on custom lookup fields in the cart screen does not clear the field to blank. The custom lookup fields remain unchanged when using Mass update functionality. |
|
CPQ-64782 |
The Quote Attachment page of 'Send Proposal' shows the document size in KB instead of MB. |
DOC ID: CPQOCT24RN20241009
