CPQ release notes
CPQ is a next-generation configuration engine that redefines CPQ by acting as the “C” in Configure, Price, Quote. It uses an attribute-based approach to simplify complex product logic, delivering dynamic blueprints, real-time user interfaces, and a powerful Commerce Logic Engine that generates accurate outputs like bills of materials.
Transaction Manager is a high‑performance transaction and quoting application that centralizes complex commercial logic—products, pricing, rules, and life cycle—into a single, configurable user experience that scales across CRM and back-office ecosystems.
CPQ highlights for the Australia release
- Provides a single‑page, scalable transaction user experience that enables you to configure and manage thousands of line items with search, filtering, rollups, and in‑memory rule execution.
- Attribute‑based rules, events, calculations, and workflow stages enable consistent pricing, validations, and process control without heavy scripting.
- Transaction Manager's API‑first design integrates with Salesforce, ServiceNow, and downstream systems, acting as the system of record for transaction data while remaining CRM‑agnostic.
- Duplicate an existing solution configuration node in a set, directly from the solution configuration navigation sidebar to use it as the starting point for a new node.
For more information, see CPQ Configurator.
New in the Australia release
- Transaction Access Control
- Transaction Access Control enables precise control over who can view and edit each transaction, improving security and compliance. Admins and creators automatically receive full access and can grant access to others. Any user with access can also grant or remove access for others.
- Transaction AI – Bulk Line Update via File Upload Transaction AI – Bulk Line Update via File Upload
- A new transaction AI feature enables users to update transaction lines in bulk by uploading a .csv file. Add non-configurable products as new lines and update existing lines.
- Export Lines UI Effect
- Easily export Transaction Lines to a .csv file via a new UI effect. The exported file includes all lines in the transaction that meet the current line sort, filter, and column show/hide settings. For more information about this and other UI effects.
- Visual layout editor
- Layouts can now be designed and maintained in a visual-based editor. Easily add and organize layout components, configure UI Effect and element properties, manage theming and more, all in an intuitive visual interface.
- Share product favorites
- Users can now share their saved favorite products and configurations with other users, improving collaboration and user efficiency by enabling easy sharing and reuse of product configurations.
- Tenant-configurable namespace prefixes for Salesforce field generation
- Configure a custom namespace at the tenant level to align Salesforce fields and references with your managed package. When a custom namespace is set, CPQ uses it for all generated Salesforce fields and all field lookups instead of the default LGK_ prefix. If no custom namespace is configured, the system defaults to LGK_ to preserve compatibility with existing tenants.
- Dynamic selection of SOM catalog items in the CPQ Admin UI
- Select product offerings, product specifications, and product characteristic values directly in the CPQ Admin UI without manually entering system IDs. Search and select SOM catalog items using built-in UI selectors when configuring products, creating product rules, or setting up pickers, advanced product actions, BOM enrichments, and library functions. Advanced functions support structured reference syntax for SOM entities, enabling dynamic lookup of product offerings, product specifications, and product characteristic values in configuration logic.
- Node cloning for solution configuration
- Duplicate an existing solution configuration node in a set, directly from the solution configuration navigation sidebar to use it as the starting point for a new node. The original node in a set must be in the valid state. Cloned nodes are independent of the original — edits to a cloned node do not affect the source node. You can also rename cloned nodes for easier identification and delete nodes from the navigation sidebar. Adding blank nodes remains available as before.
Activation information
Features such as product and configuration sharing in Transaction Manager features, require activation by ServiceNow. Submit a support ticket to enable these features.
Localization information
Japanese Localization for CPQ Admin UI: The CPQ Admin UI supports internationalization for the CPQ Configurator and Transaction Manager. Static user interface elements, including labels, headings, and system text, can be displayed in Japanese as part of an initial pilot to support SoftBank onboarding. Administrators can select their preferred language through the ServiceNow platform. If any static content is not translated, the system automatically falls back to English. It also supports Japanese character input across applicable fields and controls. User-generated content remains in the language in which it is entered.