SECTIONSUpgrading to Services Estimator May 2025
This page describes the changes to make when upgrading to May 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 May 2025, see New Features and Enhancements in Services Estimator May 2025.
Enhancements to the Estimate Financial Summary
Upgrade Steps
No upgrade steps are required to upgrade this feature to May 2025.
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Field Sets
| Field Set | Object | Further Information |
|---|---|---|
| Estimate Financial Summary Rows | Estimate Financial Summary | Estimate Financial Summary Field Sets |
Scaling Services Estimator
Upgrade Steps
No upgrade steps are required to upgrade this feature to May 2025.
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Custom Setting Fields
| Custom Setting Field | Custom Setting | Further Information |
|---|---|---|
| Create Project or Add to Opp Batch Size | Services Estimator Process Settings | Services Estimator Process Settings |
Introducing the Estimate Milestones Preview
Upgrade Steps
No upgrade steps are required to upgrade this feature to May 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 |
|---|---|---|
| Indep Fixed Price Labor Net Bill Amount | Estimate | Estimate Fields |
| Fixed Price Labor Net Bill Amount | Estimate Product Instance | Estimate Product Instance Fields |
Configurable Pricing Plugin API Enhancement
Upgrade Steps
To upgrade this feature to May 2025, take the following action.
| Action | Further Information |
|---|---|
| If you have existing plugins that implement the deprecated interface, migrate them to the new abstract class to ensure continued compatibility. | Plugins Overview |
Add from Estimate Template API Enhancement
Upgrade Steps
No upgrade steps are required to upgrade this feature to May 2025.
Excluding Fields from Cloning Field Sets
Upgrade Steps
No upgrade steps are required to upgrade this feature to May 2025.
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Field Sets
| Field Set | Object | Further Information |
|---|---|---|
| Estimate Line Set Fields Excluded from Cloning | Estimate Line Set | Estimate Line Set Field Sets |
| Estimate Phase Excluded from Cloning | Estimate Phase | Estimate Phase Field Sets |
| Estimate Product Instance Fields Excluded from Cloning | Estimate Product Instance | Estimate Product Instance Field Sets |
| Estimate Role Request Fields Excluded from Cloning | Estimate Role Request | Estimate Role Request Field Sets |
| Estimate Role Skill Request Fields Excluded from Cloning | Estimate Role Skill Request | Estimate Role Skill Request Field Sets |
| Estimate Task Excluded from Cloning | Estimate Task | Estimate Task Field Sets |
| Estimate Vendor Line Item Excluded from Cloning | Estimate Vendor Line Item | Estimate Vendor Line Item Field Sets |
| Estimated Expense Excluded from Cloning | Estimated Expense | Estimated Expenses Field Sets |
| Schedule Excluded from Cloning | Schedule | Schedule Field Sets |
| Schedule Exception Excluded from Cloning | Schedule Exception | Schedule Exception Field Sets |
| Services Product Instance Excluded from Cloning | Services Product Instance | Services Product Field Sets |
Permissions
Upgrade Steps
To upgrade this feature to May 2025, take the following action.
| 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 |