Upgrading to WorkGrid June 2025

This page describes the changes to make when upgrading to June 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 June 2025, see New Features and Enhancements in WorkGrid June 2025.

Displaying Relationships in a Visual Hierarchy

Upgrade Steps

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

Multiple Plan Creation Enhancements

Upgrade Steps

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

Upgrade Steps in June 2025
Action Further Information
  • [Optional] Add the Scheduled Processes tab to your page layout.
  • [Optional] Add the Asynchronous Plan Jobs related list to to your Asynchronous Process Job page layout.
 See the Salesforce Help.

Included in This Feature

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

Objects

Objects Added in June 2025
Object Further Information
Scheduled Process Scheduled Processes Overview

Tabs

Tabs Added in June 2025
Tab Further Information
Scheduled Processes Scheduled Processes Overview

Fields

Fields Added in June 2025
Field Description Further Information
Active Indicates whether the scheduled process is active. Scheduled Processes Fields
Metadata Contains JSON string that describes the operation being performed.
Cron Config Frequency for executing scheduled multiple plan creation.
Operation Type of operation selected for the scheduled process.
Scheduled Process Name The name of the scheduled process. This field is auto-generated.
Queued Indicates if the scheduler is currently in the execution queue.