CPQ Spring '17 Release Feature Setup

by Community Manager on ‎03-03-2017 03:49 PM - edited on ‎06-22-2017 03:11 AM by Community Manager

OVERVIEW

The following tables contain a list of new features in Salesforce CPQ Spring 17 that require admin setup. Spring 17 Major Release Notes may be reviewed here.

 

Note: Service Cloud customers will need Service Cloud for Salesforce CPQ 4.0 or higher to use Salesforce CPQ Spring 17.

 

CPQ FEATURES  

Selection & Configuration 

Feature New / Modified Fields & Features Setup Requirements
Product Keyword Search Added the Product Search textbox to the Quote Line Editor's Product Selection page No setup required
Lookup Queries on Product Rules

Added the following picklist fields to the Product Rule object:

  • SBQQ__LookupObject__c
    • Value: SBQQ__LookupData__c
  • SBQQ__LookupMessageField__c
    • Value: SBQQ__Message__c
  • SBQQ__LookupProductField__c
    • Value: SBQQ__Product__c
  • SBQQ__LookupRequiredField__c
    • Value: SBQQ__Required__c
  • SBQQ__LookupTypeField__c
    • Value: SBQQ__Type__c

Added the following value to the Match Type field on the Lookup Query object:

  • Value: Configuration Attribute Value

Added the lookup field SBQQ__ProductRule__c to the Lookup Query object.

 

Added the lookup field SBQQ__PriceRule2__c to the Lookup Query object.

 

Deprecated the master-detail lookup field SBQQ__PriceRule__c on the Lookup Query object.

Admins should add a section titled Lookup Query Fields to the Product Rule page layout.

 

Admins should add the following fields to Lookup Query Fields on the Product Rule page layout:

  • Lookup Object
  • Lookup Message Field
  • Lookup Product Field
  • Lookup Required Field
  • Lookup Type Field

Admins should add the value "Configuration Attribute Value" to the Match Type field on the Lookup Query object.

 

Admins may need to add the Product Rule field to the Lookup Query object.

 

Admins should add the Price Rule (SBQQ__PriceRule2__c) to the Lookup Query object.

Advanced Lookup Field Search

Users may now add the CPQ_Lookup_Search field set to objects

To query an additional field when performing a lookup search, add CPQ_Lookup_Search to an object and populate it with one text field

 

 

Pricing & Quote Line Editor

Feature New / Modified Fields & Features Setup Requirements
Theme Options in 28.0 Added new style options when users select "Edit" on a Theme Default theme options match the existing default Quote Line Editor theme. Admins can modify these style settings as needed.
Large Quote Experience Added Enable Large Quote Experiencecheckbox to Line Editor package-level settings. This checkbox is unselected by default. Admins should select the Enable Large Quote Experience checkbox to enable it in their org's Quote Line Editor. 

Ignore Leap Year Days

 

Added "Ignore Leap Year days" setting to Subscription Prorate Precision

Added Ignore Leap Year Days field to the Subscriptions and Renewals tab of Salesforce CPQ package-level settings.

Ignore Leap Year Days defaults to False. Admins may adjust this value as desired.

Desegment MDQ Products on Quote Renewal

Added SBQQ__MDQRenewalBehavior__c to the Contract object

Admins may need to change the following page layouts:

 

Contract

  • Add the MDQ Renewal Behavior field to the Contract page layout.
Clone to Groups   Enable package-level setting Multi-Line Delete 

Amend Assets from Opportunity

 

Added "Amend Assets" section to Amend Contracts and Assets from Opportunity

Added SBQQ__Amend_Assets button to the Opportunity object Admins may need to add the Amend Assets button to the Opportunity page layout.

Quote Line Editor Drawers

Added Standard Line Item Drawer to Quote Line field sets. Admins should add any fields they want collapsed to the Standard Line Item Drawer field set.

Large Quote Performance Settings

Added Large Quote Threshold field to Line Editor package-level settings.  This field defaults to 0. Admins can adjust as needed. 

 

 

Contract & Order Management

Feature New / Modified Fields & Features Setup Requirements
Contracting for Advanced Order Management Added SBQQ__ContractingMethod__c to the Order object

Admins may need to change the following page layouts:

 

Order

  • Add the Contracting Method field to the Order page layout 
Line-Level Order Activation and Contracting

 

 

Added the following fields to the Order Product object:

  • SBQQ__Activated__c (Picklist values Activated and Draft)
  • SBQQ__Status__c
  • SBQQ__Contracted__c
  • SBQQ__ContractingMethod__c (Picklist values Inherit and Contract Separately)

Admins may need to change the following page layouts:

 

Order Product

  • Add the Activated field to the page layout
  • Add the Activation Status field to the page layout
  • Add the Contracted field to the page layout
  • Add the Contracting Method field to the page layout
Link Between Order Products and Amended/Renewed Order Products

Added the following fields to the Order Product object:

  • SBQQ__ContractAction__c (Picklist values NewQuantity IncreaseQuantity DecreaseCancelRenewProduct Swap)
  • SBQQ__RevisedOrderProduct__c

Added the following picklist options to the Order object's Order Type field:

  • Amendment
  • Renewal
  • Change Order

Admins may need to change the following page layouts:

 

Order Product

  • Add the Contract Action field
  • Add the Revised Order Product field

Admins may need to add Amendment, Renewal, and Change Order to the Order object's Order Type field

Do Not Contract

Added Do Not Contract section to Contracting for Advanced Order Management

Added picklist value "Do Not Contract" to the Order Product field SBQQ__ContractingMethod__c Admins may need to add Do Not Contract to the Order Product field Contracting Method

Order Splitting

 

Added Order Splitting section to Order Management Overview

 Added the following text fields to the Quote object:

  • SBQQ__OrderBy__c
  • SBQQ__OrderByQuoteLineGroup__c
Admins may need to add Order By and Order By Quote Line Group to the Quote object

 

 

Other CPQ Features

Feature New / Modified Fields & Features Setup Requirements
Inherited Quote Fields

Added the following fields to the Order and Contract objects:

  • SBQQ__RenewalTerm__c
  • SBQQ__RenewalUpliftRate__c

Admins should add the following fields to the Order and Contract page layouts:

 

  • Renewal Term
  • Renewal Uplift (%)
Remove Template Header and Footer

Added the picklist field SBQQ__ExcludeHeaderFooter__c to the Quote Template object. Picklist values:

  • First Page
  • Last Page
  • First and Last

Admins should change the following page layout:

 

Quote Template

  • Add the Exclude Header & Footer field 
Document Output Size Added the Paper Size picklist to the Generate Document page. No setup required

Multi-Language Support for Batch Document Generation

 

Added "Multi-Language Support for Batch Document Generation" header to 

 to Batch Document Generation for Renewal Quotes

Added the picklist field SBQQ__QuoteLanguage__c to the Quote object. Picklist values:

  • Danish
  • German
  • English
  • Spanish
  • Spanish (Mexican)
  • Finnish
  • French
  • Italian
  • Japanese
  • Korean
  • Dutch
  • Norwegian
  • Portuguese (Brazilian)
  • Russian
  • Swedish
  • Thai
  • Chinese (Simplified)
  • Chinese (Traditional)

 

Admins should change the following page layout:

 

Quote

  • Add the Quote Language field 
Comments
by njc337
on ‎05-19-2017 12:15 PM

is this version available to download? I can't find it I would like to have one of these fields. 

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