SECTIONSUpgrading to Revenue 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 Spring 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 Revenue Management Winter 2026.
Improvement in the Revenue Recognition Table for Revenue Management
Upgrade Steps
To upgrade this feature to Winter 2026, take the following action.
| Step | Task | Related Help Topic |
|---|---|---|
| 1. | Install the Revenue Management package. | For more information, see the Salesforce Help. |
Quickly Access Insights with Recognition Management New Grid Additional Functionalities
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2026.
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
| Object | Button | Description | Further Information |
|---|---|---|---|
| Recognition Management | Create App | Installs the Revenue Management Analytics app to start tracking your recognition schedules. | Recognition Management Page |
Customized Revenue Recognition User Interface
Creation of Zero Value Journals
Upgrade Steps
To upgrade this feature to Winter 2026, take the following action.
| Actions | Further Information |
|---|---|
| [Optional] If you want to allow zero-value journals to be created, select the Enable Zero Value Journal Creation field in the Revenue Management Settings custom setting. | Managing Custom Settings |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
| Custom Setting Field | Custom Setting | Further Information |
|---|---|---|
| Enable Zero Value Journal Creation | Revenue Management Settings | Managing Custom Settings |