Salesforce CPQ Automatic Upgrade to Latest Version

What changed?

Since the Summer '18 release (214), CPQ updates in accordance with the Salesforce automatic upgrade schedule for the annual releases for Spring, Summer, and Winter package versions. The automatic upgrades are applicable to customers on Salesforce CPQ Summer '17 (208) and later. Product and Service notification emails are sent to inform users of the change.
 

What does this mean for you, and why is Salesforce CPQ making this change?

Automatic upgrades have always been a cornerstone of Salesforce. Automatic upgrades remove the burden of upgrading the CPQ software from you, and keeping all of our customers on the latest and greatest version reduces confusion, reduces support and other operational costs, helps us resolve any problems that arise with increased efficiency, and gets new features into your hands more quickly.
 

Can I upgrade to the latest release now?

Yes, we encourage you to upgrade your Salesforce CPQ package to the latest release in order to take advantage of any new features. Review the release-specific considerations linked below for more information. As a reminder, if you manually upgrade any Salesforce CPQ org to the latest release, it is automatically upgraded moving forward.


NOTE: Salesforce CPQ Spring '20 (224) and Summer '20 (226) require users to follow this article to transition from Managed Package Licenses to Permission Set Licenses. This step must be taken before upgrade to Winter '21 (228) or later. PSL assignment must be verified each time a user becomes inactive or is added as an active user in these versions.