SECTIONSUpgrading to Services Estimator 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.
For information on new features and changes to existing features in January 2026, see New Features and Enhancements in Services Estimator January 2026.
Introducing Cost Contingency in the Estimate Builder
Upgrade Steps
To upgrade this feature to January 2026, take the following action.
| Action | Further Information |
|---|---|
| Ensure all Services Estimator users who view or edit estimate records are assigned read permission for the Contingency object, even if they don't intend on using this feature. Without these permissions, users cannot view or edit an estimate record. | Estimate Contingency Overview |
| On the Services Estimator Administration page, click Recalculate Estimates to update and correct financial totals on estimates. | Services Estimator Administration |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
| Field | Object | Further Information |
|---|---|---|
| Cost Contingency Amnt (Ind Records) | Estimate | Estimate Fields |
| Total Cost Contingency Amount | ||
| Cost Amount | Estimate Contingency | Estimate Contingency Fields |
| Cost Contingency Amount (Est Curr) | ||
| Cost Amount | Estimate Line Set | Estimate Line Set Fields |
| Billable Contingency Amount (Est Curr) | Estimate Product Instance | Estimate Product Instance Fields |
| Cost Contingency Amount (Est Curr) | ||
| Total Cost Contingency Amount |
Define Resource Schedules Using the Monthly View in Estimate Builder
Upgrade Steps
No upgrade steps are required to upgrade this feature to January 2026.
Enhance Estimation Accuracy with Multi-Select Scoping Responses
Upgrade Steps
No upgrade steps are required to upgrade this feature to January 2026.
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Fields
| Field | Object | Further Information |
|---|---|---|
| Scoping Requirement Result | Scoping Requirement Result Response | Scoping Requirement Result Response Fields |
| Scoping Requirement Response | ||
| Scoping Requirement Response Value | ||
| Requirement Type | Scoping Requirement | Scoping Requirement Fields |
| Total Requirement Result Responses | Scoping Requirement Result | Scoping Requirement Result Fields |
Edit and Allocate Estimate Product Hours in Guided Scoping
Upgrade Steps
No upgrade steps are required to upgrade this feature to January 2026.
Optimize Independent Record Pricing Strategy using Pricing Methods
Upgrade Steps
No upgrade steps are required to upgrade this feature to January 2026.
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Fields
| Field | Object | Further Information |
|---|---|---|
| Independent Estimate Pricing Method | Estimate | Estimate Fields |
Adjust Estimate Pricing Modifiers Directly in Guided Scoping
Upgrade Steps
No upgrade steps are required to upgrade this feature to January 2026.
Customize Columns in the Estimate Builder Left Pane
Upgrade Steps
To upgrade this feature to January 2026, take the following action.
| Action | Further Information | |
|---|---|---|
| 1 | Create field sets on the Estimate Product Instance, Estimate Line Set, Estimate Task, and Estimate Role Request objects containing the desired custom fields. | Estimate Builder Lightning Component Properties |
| 2 |
In the Lightning App Builder, select your field set names in the following new properties:
|
|
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Lightning Component Properties
| Component Properties | Further Information |
|---|---|
| Additional Estimate Line Set Columns Left Side of Builder Field Set | Estimate Builder Lightning Component Properties |
| Additional Estimate Product Instance Columns Left Side of Builder Field Set | |
| Additional Estimate Role Request Columns Left Side of Builder Field Set | |
| Additional Estimate Task Columns Left Side of Builder Field Set |
Customize the Estimate Builder Filters Panel
Upgrade Steps
To upgrade this feature to January 2026, take the following action.
| Action | Further Information |
|---|---|
|
Add any custom field or the fields listed below to the Estimate Builder Filter Panel Fields field set to add the following fields to the Estimate Builder Filters panel:
|
Estimate Role Request Field Sets |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Field Sets
| Field Set | Object | Further Information |
|---|---|---|
| Estimate Builder Filter Panel Fields | Estimate Role Request | Estimate Role Request Field Sets |
Define Billing Start Dates for Billing Groups
Upgrade Steps
No upgrade steps are required to upgrade this feature to January 2026.
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Fields
| Field | Object | Further Information |
|---|---|---|
| Billing Start Date | Estimate Billing Group | Estimate Billing Group Fields |
Configure Columns on the Estimate Product Overview
Upgrade Steps
No upgrade steps are required to upgrade this feature to January 2026.
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Fields
| Field | Object | Further Information |
|---|---|---|
| Duration | Estimate Product Instance | Estimate Product Instance Fields |
| Margin (%) | ||
| Status |
Customizing Estimate Cost Calculations for Billable Expenses
| Action | Further Information |
|---|---|
| Select Add Billable Expenses to Totals on the Services Estimator Settings custom setting. | Services Estimator Settings |
|
Run the Recalculate Estimates action from the Services Estimator Administration page. |
Services Estimator Administration |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Fields
| Field | Object | Further Information |
|---|---|---|
| Add Billable Expenses to Totals | Estimate Financial Summary | Estimate Financial Summary Row Fields |
| If the Add Billable Expenses to Estimate Totals custom setting is enabled, Billable Expense Amount is displayed as Billable Expense Cost and Billable Expense Revenue. |
Custom Setting Fields
| Custom Setting Field | Custom Setting | Further Information |
|---|---|---|
| Add Billable Expenses to Estimate Totals | Services Estimator Settings | Services Estimator Settings |
Deprecation Notice
Upgrade Steps
To upgrade this feature to January 2026, take the following action.
| Action |
|---|
|
We have removed the following components in January 2026:
Remove these fields from any page layouts. |
Permissions
Upgrade Steps
To upgrade this feature to January 2026, take the following action.
| Action | Further Information |
|---|---|
| If you are using custom permission sets, add the new permissions to the appropriate permission sets. | Permission Sets and Other Technical Documentation |