New Features and Enhancements in Services Estimator September 2025

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

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

Refine Filtering Using Lookup Filters

We've introduced Salesforce lookup filters in the Estimate Builder to improve data accuracy and enhance business process control. Lookup filters ensure that you can only select valid related records, preventing errors and saving time.

You can turn off this feature using the Enable Lookup Filters Lightning Component property.

For more information about using lookup filters, see the Salesforce Help and Estimate Builder Overview.

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.