Upgrading to Customer Success Cloud January 2026

This page describes the changes to make when upgrading to January 2026.

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.

If you are upgrading from a version earlier than Winter 2026, check the documentation for previous releases for upgrade details.

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 January 2026, see New Features and Enhancements in Customer Success Cloud January 2026.

Create Expansion Opportunities to Manage Business Growth

Upgrade Steps

No upgrade steps are required to upgrade this feature to January 2026.

Included in This Feature

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

Objects

Objects Added in January 2026
Object Description Further Information
Expansion Opportunity Stores the information about a potential expansion sale. Expansion Opportunity Fields
Expansion Opportunity Product Stores a relationship between a product and an expansion opportunity. Expansion Opportunity Product Fields

Object Tabs

Tabs Added in January 2026
Tab Description Further Information

Expansion Opportunities

View and manage expansion opportunities. Expansion Opportunity Fields
Expansion Opportunity Products View and manage expansion opportunity products. Expansion Opportunity Product Fields

Page Layouts

Page Layouts Added in January 2026
Object Name Type Further Information
Expansion Opportunity Expansion Opportunity Layout Compact
Expansion Opportunity Record Page Page Layout
Expansion Opportunity Product Expansion Opportunity Product Layout Compact
Expansion Opportunity Product Record Page Page Layout

Lightning App Builder Properties

Lightning App Builder Properties Added in January 2026
Component Property Further Information
CSC Actions: Record Pages Show Create Expansion Opportunity Customer Success Cloud Actions Lightning Component Properties
Show Create Opportunity from Expansion Opportunity

Custom Settings

Custom Settings Added in January 2026
Custom Setting Description Further Information
CS Cloud Expansion Opportunity Settings Contains settings that control the behavior of opportunities when creating them from expansion opportunities in CS Cloud. Custom Settings
Custom Setting Fields Added in January 2026
Custom Setting Field Description Further Information
CS Cloud Process Settings Bypass Expansion Opp. Product Trigger If selected, disables the trigger for expansion opportunity products. Custom Settings
Bypass Expansion Opportunity Trigger If selected, disables the trigger for expansion opportunities.

Enhance Product Support

Product Field in the Create and Edit Windows

Upgrade Steps

No upgrade steps are required to upgrade this feature to January 2026.

Deleting Account, Success Plan, Objective and Playbook Products

Upgrade Steps

No upgrade steps are required to upgrade this feature to January 2026.

Product Filter Fields and Settings

Upgrade Steps

To upgrade this feature to January 2026, take the following action.

Upgrade Steps for January 2026
Action

Further Information

Add the product fields you want to filter by to the following field sets:

  • Account Grid Product Filters Fields

  • Activity Tracker Product Filters Fields

  • Value Tracker Product Filters Fields

  • Task Management Product Filters Fields

Enable the Enable Product Hierarchy field on the CS Cloud Product Settings custom setting to limit the options displayed in the Product field to respect the hierarchy when creating and editing records. Custom Settings

Included in This Feature

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

Field Sets
Field Sets Added in January 2026
Object Field Set Further Information
Account Product Account Grid Product Filters Fields Account Product Field Sets
CS Activity Product Activity Tracker Product Filters Fields CS Activity Product Field Sets
Objective KPI Product Value Tracker Product Filters Fields Objective KPI Product Field Sets
Playbook Task Product Task Management Product Filters Fields Playbook Task Product Field Sets
Custom Settings
Custom Settings Added in January 2026
Custom Setting Description Further Information
CS Cloud Product Settings Contains settings that control the behavior of product components in CS Cloud. Custom Settings
Custom Setting Fields Added in January 2026
Custom Setting Custom Setting Field Description Further Information
Customer Success Cloud Process Settings Bypass Account Product Trigger If selected, disables the trigger for account products. Custom Settings
Bypass Success Plan Product Trigger If selected, disables the trigger for success plan products.
Bypass Objective Product Trigger If selected, disables the trigger for objective products.
Bypass Playbook Product Trigger If selected, disables the trigger for playbook products.
Custom Settings Updated in January 2026
Previous Name Updated Name Further Information
Account Filters Panel Fields Account Grid Filters Panel Fields Custom Settings
Playbook Task Filters Panel Fields Task Management Filters Panel Fields

Enhance Resource Allocation in Customer Success Cloud

Customize Sequential Allocation Settings for Different Objects

Upgrade Steps

No upgrade steps are required to upgrade this feature to January 2026.

Included in This Feature

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

Custom Settings
Custom Setting Fields Added in January 2026
Custom Setting

Field

 Description Further Information
CS Cloud Resource Allocation Settings Account Sequential Auto-Allocation If selected, auto-allocation on the accounts is done using the sequential methodology. Custom Settings
Success Plan Sequential Auto-Allocation If selected, auto-allocation for success plans is performed using the sequential methodology.
Custom Setting Fields Renamed in January 2026
Custom Setting

Field API Name

 Previous Label New Label Further Information
CS Cloud Resource Allocation Settings Sequential_Auto_Allocation__c Sequential Auto-Allocation Playbook Sequential Auto-Allocation Custom Settings

Auto-Allocating Resources to Accounts via APIs

No upgrade steps are required to upgrade this feature to January 2026.

Included in This Feature

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

Custom Actions
Custom Actions Added in January 2026
Custom Action

Invocable Apex Class

 Purpose Further Information
Auto-allocate resource to an account ActionAutoAllocateAccount To auto-allocate a resource to an account. Custom Actions

Improve Resource Ranking Using the Role Specified on a Playbook, Account, and Success Plan

Upgrade Steps

No upgrade steps are required to upgrade this feature to January 2026.

Included in This Feature

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

Custom Settings
Custom Settings Renamed in January 2026

Field API Name

 Previous Label New Label Further Information
CSC_Account_Allocation_Ranking_Settings__c CSC Account Allocation Ranking Settings CS Account Allocation Rank Settings Custom Settings
Objective_Allocation_Ranking_Settings__c Objective Allocation Ranking Settings CS Objective Allocation Rank Settings
Playbook_Allocation_Ranking_Settings__c Playbook Allocation Ranking Settings CS Playbook Allocation Rank Settings
Success_Plan_Allocation_Ranking_Settings__c Success Plan Allocation Ranking Settings CS Success Plan Allocation Rank Settings

Refine Auto-Allocation by Considering Skills and Skill Ratings

Upgrade Steps

No upgrade steps are required to upgrade this feature to January 2026.

Included in This Feature

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

Custom Settings
Custom Settings Added in January 2026
Custom Setting

Field

 Description Further Information
CS Cloud Resource Allocation Settings Match All Account Skills If selected, auto-allocation requires matching all account skills. Custom Settings
Match All Playbook Skills If selected, auto-allocation requires matching all playbook skills.
Match All Success Plan Skills If selected, auto-allocation requires matching all success plan skills.
Match or Exceed Account Skills Ratings If selected, auto-allocation requires matching or exceeding account skills ratings.
Match or Exceed Playbook Skills Ratings If selected, auto-allocation requires matching or exceeding playbook skills ratings.
Match or Exceed Success Plan Skills Ratings

If selected, auto-allocation requires matching or exceeding success plan skills ratings.

Enhance Your Workflow with New Playbook AI Summary Features

Upgrade Steps

No upgrade steps are required to upgrade this feature to January 2026.

Optimize Dynamic Playbook Generation with CS Policy

Note:

This feature is part of the Certinia Early Adopter Program. This program is only available to a limited number of customers.

Upgrade Steps

No upgrade steps are required to upgrade this feature to January 2026.

Included in This Feature

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

Custom Settings

Custom Settings Added in January 2026
Custom Settings Description Further Information
CS Cloud Work Suggestion Settings Contains settings that control the behavior of the Work Suggestion in the Customer Success Cloud. Custom Settings

Optimize Playbook and Task Management and Progress Tracking

Enhance Playbook Task Date Management

Upgrade Steps

No upgrade steps are required to upgrade this feature to January 2026.

Maintain Your Customized Layouts Between Grids

Upgrade Steps

No upgrade steps are required to upgrade this feature to January 2026.

Track Playbook Progress in Success Tracker

Upgrade Steps

No upgrade steps are required to upgrade this feature to January 2026.

Prepare AI-Powered Business Review Summaries

Note:

This feature is part of the Certinia Early Adopter Program. This program is only available to a limited number of customers.

Upgrade Steps

No upgrade steps are required to upgrade this feature to January 2026.

Included in This Feature

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

Lightning Components

Lightning Component Properties Added in January 2026
Lightning Component Field Description

Further Information
CSC Actions: Record Pages Show Generate Business Review Summary (AI-powered) Show and hide the Generate Business Review Summary action in the Actions panel. This action is only available on account record pages. Customer Success Cloud Actions Lightning Component Properties

Prepare for Customer Interactions with AI-Powered Account Summaries

Note:

This feature is part of the Certinia Early Adopter Program. This program is only available to a limited number of customers.

Upgrade Steps

To upgrade this feature to January 2026, take the following action.

Upgrade Steps for January 2026
Action Further Information
[Optional] Customize the Account Highlights section in the Generate Account Summary window. Customizing Account AI Summaries

Included in This Feature

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

Custom Settings

Custom Settings Added in January 2026
Custom Setting Description Further Information
CS Cloud AI Summary Settings Contains settings that control the behavior of AI summaries in CS Cloud. Custom Settings

Field Sets

Field Sets Added in January 2026
Object Field Set Description Further Information
Account Account Summary Highlights Fields Defines the fields displayed in the Account Highlights section of the Generate Account Summary window. Account Field Sets

Refine Displayed Records with Enhanced Filtering

Upgrade Steps

No upgrade steps are required to upgrade this feature to January 2026.

Included in This Feature

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

Custom Settings

Custom Setting Fields Added in January 2026
Custom Setting Custom Setting Field Description Further Information
CS Cloud Filter Settings Objective Template Filters Panel Fields The API name of the field set that defines the additional fields displayed in the Filters panel in the Select an Objective Template section of the Create Objective window. Custom Settings
Success Plan Template Filters Fields The API name of the field set that defines the additional fields displayed in the Filters panel in the Select a Success Plan Template section of the Create Success Plan window.

Field Sets

Field Sets Added in January 2026
Object Field Set Description Further Information
Objective Objective Template Filters Panel Fields Defines the fields to display in the Filters panel in the Select an Objective Template section of the Create Objective window. Objective Field Sets
Success Plan Success Plan Template Filters Fields Defines the fields to display in the Filters panel in the Select a Success Plan Template section of the Create Success Plan window. Success Plan Field Sets

Streamline Record Creation from Templates

Streamline Objective and Playbook Creation with Enhanced Template Permissions

Upgrade Steps

No upgrade steps are required to upgrade this feature to January 2026.

View Playbook Task Duration

Upgrade Steps

No upgrade steps are required to upgrade this feature to January 2026.

Automatically Assign Playbook Owners as Task Resources on Playbooks Created from Templates

Upgrade Steps

No upgrade steps are required to upgrade this feature to January 2026.

Streamlining Objective and KPI Generation with AI

Upgrade Steps

No upgrade steps are required to upgrade this feature to January 2026.

Included in This Feature

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

Lightning Components

Lightning Components Updated in January 2026
Component Description Further Information
CSC Actions: Record Pages The component now includes the Generate Objectives and Objective KPIs action when accessed from the success plan record page. You can control the visibility of this action using the Show Generate Objectives and Objective KPIs property in the Lightning App Builder. Customer Success Cloud Actions Lightning Component Fields

Support Custom Account Object in Customer Success Cloud

Upgrade Steps

No upgrade steps are required to upgrade this feature to January 2026.

Included in This Feature

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

Custom Settings

Custom Settings Added in January 2026
Custom Settings Field Description Further Information
CS Cloud Account Settings Activity Account Not Required If selected, the Account field on the Create CS Activity window is optional. Custom Settings

Page Layout

Page Layouts Added in January 2026
Object Page Layout Description Further Information
CS Activity Account Optional Activity Layout This page layout includes the Account field, which is optional. CS Activity Fields

Release Content

Upgrade Steps

No upgrade steps are required to upgrade this feature to January 2026.