Upgrading to Services Estimator 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 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.	Setting up Services Estimator

Full-Screen Experience for Enhanced Usability

Upgrade Steps

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

Customizing the Manage Products Window

Included in This Feature

This section details the items that have been added, updated, or deleted in this release.

Lightning Component Properties

Estimate Builder Lightning Component Properties Added in January 2025

Component Properties	Further Information
Additional Estimate Product Instance Manage Products Columns Field Set	Estimate Builder Lightning Component Properties
Additional Estimate Products Manage Products Columns Field Set
Additional Estimate Product Manage Products Filter Columns Field Set

Services Estimator Actions Lightning Component Properties Added in January 2025

Component Properties	Further Information
Additional Estimate Product Instance Manage Products Columns Field Set	Services Estimator Actions Lightning Component Properties
Additional Estimate Products Manage Products Columns Field Set
Additional Estimate Product Manage Products Filter Columns Field Set

Full-Time Equivalent Enhancements

Upgrade Steps

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

Estimate Contingency in the Estimate Builder

Upgrade Steps

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

Enhancing Adding an Estimate From Templates

Upgrade Steps

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

Editing the Net Bill Amount (%) of "Fixed Price" Estimate Products

Upgrade Steps

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

Cloning Estimates Custom Action

Upgrade Steps

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

Refresh Rates Custom Setting

Upgrade Steps

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

Upgrade Steps for January 2025

Action	Further Information
Ensure your Rate Card plugin does not modify the provided role request records, as they are now references to trigger records and must not be altered.	Permission Sets and Other Technical Documentation

Included in This Feature

This section details the items that have been added, updated, or deleted in this release.

Custom Setting Fields

Custom Setting Fields Added in January 2025

Custom Setting Field	Custom Setting	Further Information
Refresh Rates Batch Size	Services Estimator Process Settings	Services Estimator Process Settings

Tracking Processes Using Platform Events

Upgrade Steps

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

Included in This Feature

This section details the items that have been added, updated, or deleted in this release.

Platform Events

Platform Events Added in January 2025

Platform Event	Description
Services Estimator Process Completion	Tracks process completion in Services Estimator.

Platform Event Fields

Platform Event Fields Added in January 2025

Platform Event	Platform Event	Further Information
Data	Services Estimator Process Completion	Services Estimator Platform Events
Process Name

Custom Setting Fields

Custom Setting Fields Added in January 2025

Custom Setting Field	Custom Setting	Further Information
Scoping Session Estimate Creation Event	Services Estimator Process Settings	Services Estimator Process Settings
Clone Estimate Event

Fields

Fields Added in January 2025

Field	Object	Further Information
Estimate Cloning in Progress	Estimate	Estimate Fields
Clone Source Estimate

Cloning an Estimate Configuration Option

Upgrade Steps

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

Upgrade Steps for January 2025

Step	Action	Further Information
1	Create a Configuration Group using the following field values: Configuration Group Name: clone-estimate-related-records-ignore-field-set-name Key: asm.base.cloning Version: 1	Cloning an Estimate
2	Create a Configuration Option using the following field values: Name: clone-estimate-related-records-ignore-field-set-name Configuration Group: clone-estimate-related-records-ignore-field-set-name Type: Text Version: 1 Description: A configuration option that defines the name of the field sets used to exclude fields on related objects when cloning an estimate. One field set is required for each related object that has fields you want to exclude from cloning.
3	In the newly created configuration option, create a configuration value. For example, Clone_Estimate_Related_Record_Excluded_Fields Note: If your org uses a namespace, the Value field of the configuration value must be prefaced with your company namespace.
4	In Setup, create a field set for each related object that has fields you want to exclude from cloning. The field set names must match the value of the configuration option.
5	In the newly created field set, add the fields that you want to exclude when cloning an estimate. Note: You cannot exclude required fields from estimate cloning.

Permissions

Upgrade Steps

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

Upgrade steps for January 2025

Action	Further Information
If you are using custom permission sets, add the new permissions to the appropriate permission sets.	Permission Sets and Other Technical Documentation