CPQ Summer '17 Release Feature Setup

by Community Manager on ‎06-16-2017 10:41 AM - edited on ‎06-22-2017 03:09 AM by Community Manager

OVERVIEW

The following tables contain a list of new features in Salesforce CPQ Summer 17 that require admin setup. Summer 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 208.

 

CPQ FEATURES  

Selection & Configuration 

Feature New / Modified Fields & Features Setup Requirements
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

Inherit Default Configuration Attribute Values from Quote or Quote Group

Added the following fields to the Configuration Attribute object:

  • SBQQ__DefaultField__c
  • SBQQ__DefaultObject__c

Admins should add the Default Object and Default Field fields to the Configuration Attribute object.

Contributors