New Features and Enhancements
In this release, Conga CPQ offers the following new features and enhancements.
Customizing the Sorting Order of Assets with APTS_ABOActionCallbackClass
The new admin setting, APTS_ABOActionCallbackClass lets you customize the sorting order of asset records in the InstalledProducts page. This allows sorting based on specified fields in the Apex class, enabling better visibility and organization of bundled assets.
Custom Field Options with Field Set Settings
Salesforce restricts adding custom fields beyond the limit of the text area in custom settings. In this release, a new setting Field Set Settings is introduced for viewing cart total custom fields to allow administrators to add more fields in custom settings.
Customizing Option and Bundle Start Dates with APTS_DisableRollupOptionStartDate
APTS_DisableRollupOptionStartDate offers flexibility in option and bundle start dates. Administrators can set the property to TRUE, preserving bundle start dates and delinking them from option start dates. This feature requires setting Auto Cascade Selling Term to FALSE at the option level. When set to FALSE, the default behavior with Auto Cascade Selling Term as TRUE at the option level is retained.
Splitting the Cart API
Sales representatives can split the cart that is created using creating a cart from the quote API. Earlier, the split cart API only worked on manually created carts. The split API splits the line items in the cart into groups in a Smart Cart flow. When the method is executed, the task pending flag is set to true on the cart passed as the parameter. After the line items are split into groups, the flag is set to false.
Asynchronous Collaboration Merge Request
The enhancement for Async Collaboration Merge is for the sales representative when dealing with more than five products asynchronously. This involves merging collaboration requests in the background, triggering an asynchronous merge. Users are informed through a prompt to close the cart, and upon completion, an email notification is sent.
The enhancement of the Notification Feed for Merge Collaboration Request allows to streamline the notification process during merges. Instead of sending a notification for each line item, the enhancement modifies the logic to issue a single notification at the end of the merge.