Upgrading to Advanced Quoting 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 Advanced Quoting Winter 2026.

Release Content

Improve Your User Experience with Expanded Lightning

Upgrade Steps

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

Note:

If you are upgrading Advanced Quoting from a version previous to Winter 2023, see Adopting Lightning in Customer Quotations.

Upgrade Steps in Winter 2026

Action	Further Information
Ensure the users who are going to manage customer quotations are assigned at least the OIM Advance Quoting - Manage Customer Quotations permission set, or manually assign all the required permissions to your custom permissions.	Permission Sets and Other Technical Documentation