SECTIONSUpgrading to Services Estimator – Salesforce RLM Connector Winter 2025
This page describes the changes to make when upgrading to Winter 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.
For information on new features and changes to existing features in Winter 2025, see New Features and Enhancements in Services Estimator – Salesforce RLM Connector Winter 2025.
Services CPQ is Now Services Estimator
Upgrade Steps
To upgrade this feature to Winter 2025, take the following action.
| Action | Further Information |
|---|---|
| Rename the Services CPQ – Salesforce RLM Connector Lightning app to Services Estimator – Salesforce RLM Connector. | See the Salesforce Help. |
Spring 2025 PSA and Foundations Dependency Update
Upgrade Steps
To upgrade this feature to Winter 2025, take the following action.
| 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 |
Creating an Estimate from a Quote
Upgrade Steps
To upgrade this feature to Winter 2025, take the following action.
| Action | Further Information |
|---|---|
| Add the Create Estimate button to the Quote page layout. | Creating an Estimate from a Quote |
Adding an Estimate to Quote Enhancement
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2025.
Release Content
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2025.