Upgrading to WorkGrid 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 WorkGrid January 2026.

Mass Update From Analytics Process

Upgrade Steps

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

Upgrade Steps in January 2026

Action	Further Information
Add the "Update From Analytics Multi Plan Scenarios" picklist value to the Operation field on the Asynchronous Process Job object.	See the Salesforce Help. Asynchronous Process Job Fields
[Optional] Deactivate or delete the "Update Multi Plan Version" picklist value from the Operation field on the Asynchronous Process Job object.
Add the "Update From Analytics Multi Plan Scenarios" picklist value to the Operation field on the Scheduled Process object.	See the Salesforce Help. Scheduled Process Fields

Manage Plan Calculations with Multiple Units

Upgrade Steps

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

Sending Plan Adjustments to Analytics

Upgrade Steps

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

Set up Service Forecasting with a Streamlined Process

Upgrade Steps

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

Upgrade Steps in January 2026

Action	Further Information
Add the "Services Forecasting" picklist value to the Template Category field on the Plan Template object.	See the Salesforce Help. Plan Template Fields

Included in This Feature

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

Feature Console Feature Added in January 2026

Feature	Further Information
Services Forecasting	(Beta) Setting up Services Forecasting Using the Feature Console

Work More Efficiently When Managing Plans

Upgrade Steps

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