SECTIONSUpgrading to Services Estimator 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 Winter 2025.
Services CPQ is Now Services Estimator
Upgrade Steps
To upgrade this feature to Winter 2025, take the following action.
|
Actions |
Further Information |
|---|---|
| Rename the Services CPQ Lightning app to Services Estimator. |
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 25 release of Services Estimator. | Setting up Services Estimator |
Calculating Hours Using Full-Time Equivalent (%)
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2025.
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Fields
|
Field |
Object |
Further Information |
|---|---|---|
| Full-Time Equivalent (%) | Estimate Role Request | Estimate Role Request Fields |
| Scheduling Strategy | Estimate | Estimate Fields |
Introducing Billing Schedules to Estimate Products
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2025.
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Fields
|
Field |
Object |
Further Information |
|---|---|---|
| Independent Fixed Price Billing Freq | Estimate | |
| Indep Fixed Price Upfront Billing (%) | ||
| Default Fixed Price Billing Frequency | Estimate Product | Estimate Product Fields |
| Default Fixed Price Upfront Billing (%) | ||
| Fixed Price Billing Frequency | Estimate Product Instance | Estimate Product Instance Fields |
| Fixed Price Upfront Billing (%) |
Billable Contingency Enhancements
Upgrade Steps
To upgrade this feature to Winter 2025, take the following action.
| Action | Further Information |
|---|---|
| Add the Estimate Contingencies related list to the Additional Costs tab. | Estimate Contingency Overview |
| Enable the Services Estimator Winter 2025 feature in the Feature Console to populate the Bill Amount field on line sets. | Enabling and Disabling Features |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Fields
| Field | Object | Further Information |
|---|---|---|
| Total Billable Contingency Amount | Opportunity Product | Opportunity Product Fields |
| Bill Amount | Estimate Line Set | Estimate Line Set Fields |
Adding a Risk to an Estimate
Upgrade Steps
To upgrade this feature to Winter 2025, take the following action.
|
Field |
Further Information |
|---|---|
| Assign read permission for the Risk object to all Services Estimator users, even if you don't intend on using this feature. Without these permissions, users cannot view or edit an estimate record. | Estimate Risk Overview |
| Add the Create Estimate Risk button to the Estimate page layout. | |
|
Add the Estimate Risk related list to the Additional Costs tab. |
|
| Add the new Estimate Risk fields listed in the Fields section to the Estimate Risk page layout. | Estimate Risk Fields |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Objects
|
Object |
Further Information |
|---|---|
| Estimate Risk | Estimate Risk Overview |
Fields
|
Field |
Object |
Further Information |
|---|---|---|
| Comments | Estimate Risk | Estimate Risk Fields |
| Contingency | ||
| Delivery Risk | ||
| Estimate | ||
| Estimate Product Instance | ||
| Impact | ||
| Likelihood | ||
| Mitigation Plan | ||
| Project Risk | ||
| Severity |
Read-Only Cells in the Estimate Builder When a Project is Created
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.
Permissions
Upgrade Steps
To upgrade this feature to Winter 2025, take the following action.
|
Action |
Further Information |
|---|---|
| If you are using custom permission sets, add the new permissions to the appropriate permission sets. |