Upgrading to Services Estimator 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 Services Estimator September 2025.

Refine Filtering Using Lookup Filters

Upgrade Steps

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

Upgrade Steps for September 2025
Action	Further Information
Assign the View Setup and Configuration permission to users who will be using lookup filters in the Estimate Builder.	Permission Sets and Other Technical Documentation
[Optional] Deselect the Enable Lookup Filters Estimate Builder Lightning Component property to disable lookup filters in the Estimate Builder.	Estimate Builder Lightning Component Properties