SECTIONSUpgrading to WorkGrid Winter 2026
This page describes the changes to make when upgrading to Winter 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 September 2025, check the documentation for previous releases for upgrade details.
For information on new features and changes to existing features in Winter 2026, see New Features and Enhancements in WorkGrid Winter 2026.
Generate Plan Calculations Using Formula Builder AI Assistant
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2026.
New Plan Fields
Upgrade Steps
To upgrade this feature to Winter 2026, take the following action.
| Action | Further Information |
|---|---|
|
Add the following fields to your plan layout:
|
For more information, see the Salesforce help. |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
| Object | Field | Further Information |
|---|---|---|
| Plan |
Category Subcategory Label |
Plan Fields |
Work Seamlessly with Multiple Units of the Same Type
Upgrade Steps
To upgrade this feature to Winter 2026, take the following action.
| Action | Further Information |
|---|---|
| [Optional] Clone existing plans that contain calculations with multiple units or create new scenarios within those plans. This ensures that the values are recalculated. |