Upgrading to WorkGrid September 2025

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

Configure Dataset Filters and Dimension Mappings When Updating from Analytics

Upgrade Steps

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

Included in This Feature

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

Fields

Fields Added in September 2025
Object Field Description Further Information
Plan Scenario Dataset Filters For system use. Stores the dataset filters used when updating the scenario from Analytics. Plan Scenario Fields
Dimension Value Mappings For system use. Stores the dataset dimension value mappings used when updating the scenario from Analytics.

Customize the Order of Dimension Values

Upgrade Steps

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

Included in This Feature

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

Fields

Fields Added in September 2025
Object Field Description Further Information
Dimension Mapping Dimension Value Order Chunk 1 - 12 For system use. List of dimension values from the Analytics dataset, ordered in the way the values are added to the plan table. Dimension Mapping Fields

Drilling on Plan Dimensions

Upgrade Steps

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

Edit Relationships Visualization Settings

Upgrade Steps

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

Experience Better Usability with Streamlined Pages and When Importing from XLSX Files

Upgrade Steps

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

Upgrade Steps in September 2025
Action Further Information

Make the following changes to the Dimension Layout page layout for the Dimension object:

  1. Remove the Owner field.
  2. Edit the System Information section to display the section header on the detail page.

  3. Add the Dimension Mappings related list with the following fields:

    • Data Source: Data Source Name
    • Measure Mapping: Analytics Measure Label
  4. Remove the New and Change Owner buttons from the Dimension Mappings related list.

See the Salesforce Help.

Dimension Fields

Dimension Mapping Fields

Make the following changes to the Measure Layout page layout for the Measure object:

  1. Remove the Owner field.
  2. Edit the System Information section to display the section header on the detail page.

  3. Make the following changes to the Planning Unit related list:

    1. Remove the Measure Planning Unit: Measure Planning Unit ID field.

    2. Add the following fields:

      • Planning Unit: Symbol Prefix
      • Planning Unit: Symbol Suffix
    3. Remove the New and Change Owner buttons.

  4. Add the Measure Mappings related list with the following fields:

    • Data Source: Data Source Name
    • Measure Mapping: Analytics Measure Label
    • Measure Mapping: Aggregate Function
  5. Remove the New and Change Owner buttons from the Measure Mappings related list.

See the Salesforce Help.

Measure Fields

Measure Planning Unit Fields

Planning Units

Measure Mapping Fields

Make the following changes to the Planning Unit Layout page layout for the Planning Unit object:

  1. Reorder the fields in the Information section as follows:

    • Planning Unit Name
    • Code
    • Base Unit
    • Unit Type
    • Symbol Prefix
    • Symbol Suffix
    • Decimal Precision
    • Description
  2. Add the Measures related list with the Measure: Measure Name field.
  3. Remove the New and Change Owner buttons from the Measures related list.

  4. Add the Rate Tables related list with the following fields:

    • Rate Table Name
    • Description
  5. Remove the New and Change Owner buttons from the Rate Tables related list.

See the Salesforce Help.

Planning Unit Fields

Measure Planning Unit Fields

Measure Fields

Rate Table Fields

Included in This Feature

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

Objects

Objects Renamed in September 2025
API Name Previous Label New Label Further Information
xpna__PlanningUnitMapping__c Planning Unit Mapping Measure Planning Unit Measure Planning Unit Fields

Fields

Fields Renamed in September 2025
Object API Name Previous Label New Label Further Information
Dimension Mapping Name Dimension Mapping Name Dimension Mapping ID Dimension Mapping Fields
xpna__FieldLabel__c Analytics Dimension Analytics Dimension Label
xpna__FieldName__c Analytics Dimension Name Analytics Dimension API Name
Measure Mapping xpna__MeasureType__c Measure Type Aggregate Function Measure Mapping Fields
Name Measure Mapping Name Measure Mapping ID
xpna__FieldLabel__c Analytics Measure Analytics Measure Label
xpna__FieldName__c Analytics Measure Name Analytics Measure API Name
Measure Planning Unit Name Planning Unit Mapping Name Measure Planning Unit ID Measure Planning Unit Fields
Rate Table xpna__CurrentVersion__c Current Scenario Default Scenario Rate Table Fields
xpna__UxState__c UxState UX State
Unit Type Name Unit Type Unit Type Name Unit Type Fields

Drill on Plan Dimension Values

Upgrade Steps

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