Changes to Permissions in Spring 2026

The following changes have been introduced in the Spring 2026 release.

New Permissions Added

New Permission Sets

No changes have been made in this release.

New Permission Set Groups

No changes have been made in this release.

New Custom Permissions

No changes have been made in this release.

Deprecated Permissions

Deprecated Permission Sets

No changes have been made in this release.

Deprecated Permission Set Groups

No changes have been made in this release.

Deprecated Custom Permissions

No changes have been made in this release.

Updates to Permission Sets

Permissions in the following permission sets have been updated in this release. For more information, see the Technical Documentation Pack on the Certinia Community.

Permission Set	Description	View changes
Certinia - Services Estimator - Estimator	Includes permission sets for job functions related to the estimator role. For a full list of the included permission sets go to Permission Sets on this permission set group's detail page and click Permission Sets in Group.	SCPQEstimator Changes
Services Estimator - Add from Template	This allows the user to add records from estimate templates to estimates.	AddFromTemplate Changes
Services Estimator - Add to Opportunity	Push estimate details to the related opportunity.	PushToOpportunity Changes
Services Estimator - Administrator	Configure Services Estimator.	SCPQAdministrator Changes
Services Estimator - Approve Estimates	Approve or reject pending estimates.	ApproveEstimates Changes
Services Estimator - Create Estimates	This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.	CreateEstimates Changes
Services Estimator - Create Projects from Estimates	Create projects from estimates.	CreateProjectsFromEstimates Changes
Services Estimator - Edit Estimates	View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.	EditEstimates Changes
Services Estimator - Edit Price and Cost	Edit the price and cost of estimates.	EditPriceAndCost Changes
Services Estimator - Estimate Products - Delete	Delete estimate products.	DeleteEstimateProducts Changes
Services Estimator - Estimate Products - Edit	Edit estimate products.	EditEstimateProducts Changes
Services Estimator - Manage Estimate Vendor Line Items	View and edit estimate vendor line items.	ManageEstimateVendorLineItems Changes
Services Estimator - Manage Scoping Requirement Sets	Create, edit, and delete scoping requirement sets and related records.	ManageScopingRequirementSets Changes
Services Estimator - Manage Scoping Sessions	Create, edit, and delete scoping sessions.	ManageScopingSessions Changes
Services Estimator - Submit Estimates	Submit estimates for approval.	SubmitEstimates Changes
Services Estimator Analytics Integration User Read Access	Assign this to the Integration User to extract the data from your Services Estimator objects and display it in Analytics.	ServicesCPQAnalyticsIntegrationUserReadAccess Changes

Updates to Permission Set Labels

For information about changes to permission set labels, see the Technical Documentation Pack on the Certinia Community.