Upgrading to Services Estimator – Salesforce RLM Connector January 2025

This page describes the changes to make when upgrading to January 2025.

See the Upgrade Steps section under each feature for details of any action required. If you don't want to use or upgrade an optional feature, you can skip the upgrade steps for that feature. To perform upgrade steps in your org, you must be assigned administrator permissions.

See the Included in This Feature section under each feature for details of items such as objects, fields, or buttons that have been added in this release.

Note:

Where new objects, fields, or buttons have been added for a feature, we recommend that you add them to any relevant page layouts, profiles, and permission sets. For information on how to do this, see the Salesforce Help.

For information on new features and changes to existing features in January 2025, see New Features and Enhancements in Services Estimator – Salesforce RLM Connector January 2025.

Spring 2025 PSA and Foundations Dependency Update

Upgrade Steps

To upgrade this feature to January 2025, take the following action.

Upgrade Steps Added in January 2025

Actions	Further Information
Upgrade PSA and Foundations to Winter 2025 ahead of the Spring 2025 release of Services Estimator – Salesforce RLM Connector.	Setting up the Services Estimator – Salesforce RLM Connector

Adding Header Quote Lines and Sub-Quote Lines to a Quote

Upgrade Steps

No upgrade steps are required to upgrade this feature to January 2025.