New Features and Enhancements in Services Estimator January 2025

Professional Services Cloud

The following new features have been introduced in the January 2025 release of Services Estimator.

If you are upgrading from a previous version, see Upgrading to Services Estimator January 2025. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.

Spring 2025 PSA and Foundations Dependency Update

From the Spring 2025 release, Services Estimator will require PSA and Foundations to be one version behind the latest seasonal release, rather than two. This means the Spring 2025 release will depend on the Winter 2025 version of PSA and Foundations being installed. Ensure you update PSA and Foundations to the Winter 2025 version ahead of the Spring 2025 release of Services Estimator to ensure compatibility.

For more information, see Setting up Services Estimator.

Full-Screen Experience for Enhanced Usability

We have enhanced the usability of the Estimate Builder by introducing the Expand and Contract buttons. The Expand button enables you to expand the Builder into full view. The Contract button enables you to contract it back to the original view. This enables you to transition between views for a more intuitive and adaptable user experience.

For more information, see Estimate Builder Overview.

Customizing the Manage Products Window

We have added the following Lightning App Builder options to customize the field sets used in the Estimate Builder and the quick actions panel on the estimate record page:

  • Additional Estimate Product Instance Manage Products Columns Field Set
  • Additional Estimate Products Manage Products Columns Field Set
  • Additional Estimate Product Manage Products Filter Columns Field Set

For more information, see Estimate Builder Lightning Component Properties and Services Estimator Actions Lightning Component Properties.

Full-Time Equivalent Enhancements

In this release, we have updated the "Prioritize FTE" setting on an estimate so that you can maintain the full-time equivalent value when:

  • Moving estimate start and end dates
  • Adding a template to an estimate
  • Adding an estimate product to an estimate
  • Creating an estimate from a template

For more information, see Estimate Builder Overview.

Estimate Contingency in the Estimate Builder

We have introduced the Add Contingency button as a row-level action in the Estimate Builder. This enables you to add contingency directly to the record in the Builder, streamlining the process.

For more information, see Adding Contingencies to an Estimate.

Enhancing Adding an Estimate From Templates

You can now select multiple templates to add to an estimate in the Estimate Builder, and edit them in the same window. This streamlines the experience of creating an estimate.

For more information, see Adding from Estimate Templates.

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

You can now edit the Net Bill Amount column for estimate products with a billing type of "Fixed Price". Editing the Net Bill Amount field automatically adjusts the estimate product's Margin (%), giving you more precise control over pricing without the need to manually modify the margin.

For more information, see Estimate Products Overview.

Cloning Estimates Custom Action

We have created an invocable method for cloning an estimate that you can use within Salesforce Flow Builder. For more information, see Custom Actions.

Refresh Rates Custom Setting

We have introduced the Refresh Rates Batch Size custom setting to facilitate using the Refresh Rates action on large estimates.

As a result, the role request records provided to the Rate Card plugin are now references to trigger records and must not be altered. If your plugin modifies these records, update it to ensure they remain unchanged.

For more information, see Services Estimator Process Settings.

Tracking Processes Using Platform Events

We have introduced the Services Estimator Process Completion platform event to track when a process is complete.

You can track the completion of an estimate created from a Scoping Session using the new Scoping Session Estimate Creation Event field on the Services Estimator Process custom setting. When an estimate is created from a scoping session, the Services Estimator Process Completion platform event will be published.

The Services Estimator Process Completion Event also enables you to track the completion of a cloned estimate. You can use the new Estimate Cloning in Progress field to identify when an estimate is currently being cloned from another estimate. When cloning is complete, this field will be deselected.

For more information, see Services Estimator Platform Events.

Cloning an Estimate Configuration Option

When cloning an estimate, you can now exclude fields on any related object, such as, role request or estimated expense fields. This is enabled by creating a configuration group, configuration option, and a field set for each object to specify which fields should not be populated when cloning an estimate. Previously, only fields on the Estimate object could be excluded when cloning an estimate. This provides greater control over estimate cloning, ensuring that only the intended data is cloned, reducing errors, and improving workflow efficiency.

For more information, see Cloning an Estimate.

Permissions

For information about the changes to permissions in this release, see Permission Sets and Other Technical Documentation.

Fixes

Fixes are listed on the Known Issues page of the Certinia Community. You can access this page from the Community Support Hub. For a brief description of the issues that have been fixed in this version of Services Estimator, see the relevant section of the Known Issues page.