Upgrading to Order and Inventory Management 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 Summer 2025, 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 Winter 2026, see New Features and Enhancements in Order and Inventory Management Winter 2026.

Release Content

Improve Your User Experience with Expanded Lightning

Upgrade Steps

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

Upgrade Steps in Winter 2026
Action Further Information

  • Ensure the users who are going to manage sales orders and sales order line items are assigned at least one of the permission sets listed below, or manually assign all the required permissions to your custom permissions:

    • OIM - Initiate Order Fulfillments
    • OIM - View Sales Orders
    • OIM - Process Sales Orders
    Note:

    If you are using custom permissions, ensure you manually add the following Apex classes to the corresponding permission set:

    • OIM - Initiate Order Fulfillments: SalesOrderLinesController and EnhancedBryntumGridController.
    • OIM - View Sales Orders: SalesOrderLinesController.
    • OIM - Process Sales Orders: SalesOrderLinesController and EnhancedBryntumGridController.

  • Ensure the users who are going to manage customer quotations are assigned at least the OIM - Manage Customer Quotations permission set, or manually assign all the required permissions to your custom permissions.

    Note:

    You must manually assign users all the required permissions to use the Apex class CustomerQuotationQuickActionController. This Apex class enables users to utilize the new Price Lightning action.

 Permission Sets and Other Technical Documentation
  • Ensure the Sales Order Default Layout is assigned as the default compact layout for the Sales Order object.
  • Ensure the Sales Order Default Layout is assigned as the default compact layout for the Sales Order Line Item object.
  • Ensure the Customer Quotation Default Layout is assigned as the default compact layout for the Customer Quotation object.
 For more information about compact layouts, see the Salesforce Help.
  • We recommend that you edit the Sales Order object's compact layout to show the following fields in the Highlights Panel:
    • Customer Site Sold To
    • Record Type
    • Sales Order Date
    • Current Promise
    • Shipment Status
    • Status
  • We recommend that you edit the Sales Order Line Item object's compact layout to show the following fields in the Highlights Panel:
    • Sales Order
    • Line Type
    • Item Master
    • Quantity
    • Price
    • Status
  • We recommend that you edit the Customer Quotation object's compact layout to show the following fields in the Highlights Panel:
    • Record Type
    • Customer Account
    • Quote Date
    • Quotation Expires On
    • Sales Rep
    • Status
Ensure the Price Lightning action is added to the customer quotation's record page that your org uses. This can be done by using Dynamic Actions in the Lightning App Builder.

For information about creating dynamic actions in the Lightning App Builder, see the Salesforce Help.

Pricing a Customer Quotation

Included in This Feature

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

Fields

Fields Renamed in Winter 2026
Object API Name Previous Label New Label Further Information
Customer Quotation Line SCMC__mandatory__c mandatory Mandatory Customer Quotation Fields
SCMC__MandatoryItem__c MandatoryItem Mandatory Item
Up Sell Cross Sell SCMC__Mandatory__c Mandatory? Mandatory Up Sell Cross Sell Fields
Sales Order SCMC__Drop_Ship__c Drop Ship? Drop Ship Sales Order Fields

Field Sets

Field Sets Added in Winter 2026
Field Set Description Further Information
Sales Order Line Items Columns This field set defines the columns that display in the Sales Order Line Items grid on sales orders. Sales Order Line Item Field Sets

Compact Layouts

Compact Layout Updated in Winter 2026
Compact Layout Object Description Further Information
Sales Order Default Layout Sales Order This compact layout has been renamed and rearranged to display the relevant fields on the Sales Order object's Highlights Panel. For more information about compact layouts, see the Salesforce Help.
Sales Order Line Item Default Layout Sales Order Line Item This compact layout has been renamed and rearranged to display the relevant fields on the Sales Order object's Highlights Panel.
Customer Quotation Default Layout Customer Quotation This compact layout has been added to display the relevant fields on the Customer Quotation object's Highlights Panel.

Page Layouts

Page Layouts Updated in Winter 2026
Page Layout Object Description Further Information
Sales Order Layout Sales Order These page layouts are now rearranged to display the relevant fields on the Sales Order object's detail page and related lists. For more information about page layouts, see the Salesforce Help.
Approved Inventory Sales Order Layout
Drop Ship Sales Order Layout
Approved Drop Ship Sales Order Layout
Sales Order Line Item Layout Sales Order Line Item These page layouts are now rearranged to display the relevant fields on the Sales Order Line Item object's detail page and related lists.
Exchange Order Layout

Lightning Components

Lightning Components Added in Winter 2026
Component Page Description Further Information
OIM Sales Order Line Items Grid Sales Order Lightning Page This Lightning component enables users to manage multiple sales order line items from the Line Items tab on the sales order record page. OIM Sales Order Line Items Grid Lightning Component Fields

Lightning Pages

Lightning Page Updated in Winter 2026
Lightning Page Description Further Information
Sales Order Lightning Page This Lightning page is now rearranged to display the relevant related lists on the Sales Order object. Sales Order Fields
Sales Order Line Item Lightning Page This Lightning page is now rearranged to display the relevant related lists and Lightning actions on the Sales Order Line Item object.
Customer Quotation Lightning Page This Lightning page now includes the new Price Lightning action. Customer Quotation Fields

Lightning Actions

Lightning Action Added in Winter 2026
Lightning Action Description Further Information
Price This action prices the customer quotation and all of its lines. Pricing a Customer Quotation

Permission Sets

Permission Set Modified in Winter 2026
Permission Set Description Further Information
OIM - Manage Customer Quotations This permission set now includes all the required permissions to use the new Price Lightning action. Permission Sets and Other Technical Documentation

Order and Inventory Management Functional Permissions Overview

For more information about custom permissions, see the Salesforce Help.
OIM - Initiate Order Fulfillments These permission sets now include all the required permissions to manage sales order line items in Lightning.
OIM - View Sales Orders
OIM - Process Sales Orders