Upgrading to Customer Success Cloud Spring 2026

This page describes the changes to make when upgrading to Spring 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 January 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 Spring 2026, see New Features and Enhancements in Customer Success Cloud Spring 2026.

Create Expansion Opportunities to Manage Business Growth

Manage Expansion Opportunities

Upgrade Steps

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

Upgrade Steps for Spring 2026

Action

 Further Information

[Optional] If you’re using a customized version of the Customer Success Management Workspace, complete the following steps to replace the My Active Playbooks KPI card with the My Active Expansion Opportunities KPI card.

  1. From the Customer Success Management Workspace, open the Lightning App Builder.
  2. Select the "My Active Playbooks" KPI card element, then enter the following details:
    1. Object API Name: Expansion_Opportunity__c
    2. List View API Name: My_Active_Expansion_Opportunities
  3. Click Save.
 For more information about adding KPI cards to workspaces, see the Salesforce Help.

Included in This Feature

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

KPI Cards
KPI Cards Updated in Spring 2026

Previous

 Updated Description Further Information
My Active Playbooks My Active Expansion Opportunities The count of expansion opportunities, with a start date of today or before, and an end date of today or after, that you are the playbook owner of. Customer Success Management Workspace
Fields
Fields Added in Spring 2026

Object

 Field Further Information
Expansion Opportunity Active Expansion Opportunity Fields
Owner is Current User
List Views
List Views Added in Spring 2026

List View

 Description Further Information
My Active Expansion Opportunities Displays a list of all of the active expansion opportunities that you’re the owner of. Customer Success Management Workspace
Custom Setting Fields
Custom Setting Fields Added in Spring 2026

Custom Setting

 Custom Setting Field Description Further Information
CS Cloud Create/Edit Field Set Settings Expansion Opportunity Create Fields The API name of the field set that defines the additional expansion opportunity fields that are available when creating an expansion opportunity.  Custom Settings
CS Cloud Settings Expansion Opportunity Active Statuses The comma-separated values in the expansion opportunity Active field that set the related active indicator as true.
Field Sets
Field Sets Added in Spring 2026
Object

Field Set

 Description Further Information
Expansion Opportunity Create Expansion Opportunity Fields Defines the expansion opportunity fields that are available when creating expansion opportunities. Expansion Opportunity Field Sets

Linking CS Activities to Expansion Opportunities

Upgrade Steps

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

Upgrade Steps for Spring 2026

Action

 Further Information

Add the Expansion Opportunity field to the CS Activity object’s page layouts.

 For more information about page layouts, see the Salesforce Help.
Add the CS Activities related list to the CS Activity object’s page layouts. For more information about adding related lists to a Lightning page, see the Salesforce Help.
In the Lightning App Builder, add the CSC Activity Tracker to the expansion opportunity record page. For more information about adding components to a Lightning page, see the Salesforce Help.

Included in This Feature

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

Fields
Fields Added in Spring 2026

Object

 Field Further Information
CS Activity Expansion Opportunity The expansion opportunity that relates to the CS activity.
Custom Setting Fields
Custom Setting Fields Added in Spring 2026

Custom Setting

 Custom Setting Field Description Further Information
CS Cloud Record Search Window Settings Expansion Opp. Search Window Columns The API name of the field set that defines the table columns displayed in the Select Expansion Opportunity window. Custom Settings
Field Sets
Field Sets Added in Spring 2026
Object

Field Set

 Description Further Information
Expansion Opportunity Expansion Opportunity Search Window Columns Used to display columns in the table in the Select Expansion Opportunity window. Expansion Opportunity Field Sets

Track Business Growth with the Expansion Opportunity Overview Dashboard

Upgrade Steps

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

Upgrade Steps for Spring 2026
Step Action Further Information
1 Update the CS Cloud Core Analytics app to ensure the new dashboard and labels are available. For more information, see Creating a CS Cloud Core Analytics App.
2 In the Lightning App Builder, add the Expansion Opportunity Overview dashboard component to the required app or record pages. For more information, see Setting up the CS Cloud Core Analytics App.
3 Enable full sync for the Expansion Opportunity Instance object in your Analytics data sync configuration. For more information about data sync settings, see “Adding the Expansion Opportunity Overview Dashboard to the Customer Success Management Workspace” or the Salesforce Help.

Included in This Feature

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

Dashboards
Dashboard Added in Spring 2026
Dashboard Description Further Information
Expansion Opportunity Overview Enables users to track expansion opportunities and converted Salesforce opportunities. Expansion Opportunity Overview Dashboard

Customize Create and Edit Windows with Expanded Field Support

Upgrade Steps

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

Included in This Feature

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

Field Sets

Field Sets Updated in Spring 2026
Object

Field Set

 Description Further Information
Playbook Create Playbook Fields This field set now includes Account, Parent Success Plan, Objective, Is Template, Playbook Owner, and Start Date fields. Playbook Field Sets
Edit Playbook Fields This field set now includes Account, Parent Success Plan, Objective, Stage, Playbook Owner, Start Date, and End Date fields.
Playbook Task Create Playbook Task Fields This field set now includes Account, Parent Success Plan, Objective, Playbook, Status, Notes, Start Date, and End Date fields. Playbook Task Field Sets
Edit Playbook Task Fields This field set now includes Account, Objective, Parent Success Plan, Status, Playbook, Start Date, and End Date fields.
CS Activity Create CS Activity Fields This field set now includes Account, Success Plan, Objectives, Objective KPI, Playbook, Expansion Opportunity, Type, and Notes fields. CS Activity Field Sets
Edit CS Activity Fields This field set now includes Account, Success Plan, Objectives, Objective KPI, Playbook, Expansion Opportunity, Type, and Notes fields.
Success Plan Create Success Plan Fields This field set now includes Success Plan Owner, Account, Effective Date, and Is Template fields. Success Plan Field Sets
Edit Success Plan Fields This field set now includes Success Plan Owner, Account, Effective Date, and Status fields.

Enhance Health Score Configuration with Grouping Support

Upgrade Steps

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

Upgrade Steps for Spring 2026
Step Action

Further Information
1

In the Developer Console, enter and run the following code to update all existing customer success metrics so that the Group field has a default value of Account:

Copy

Populating Metric Group Values

List<csc__Customer_Success_Metric__c> customerSuccessMetrics = [
    SELECT Id, csc__Group__c
    FROM csc__Customer_Success_Metric__c
    WHERE csc__Group__c = NULL
    LIMIT 10000
];
Assert.isFalse(
    customerSuccessMetrics.isEmpty(),
    'All Customer Success Metrics have a group value'
);
for (csc__Customer_Success_Metric__c metric : customerSuccessMetrics) {
    metric.csc__Group__c = 'Account';
}
update customerSuccessMetrics;
 For more information about executing Anonymous Apex Code, see the Salesforce Help.
2 Add the Group field to your page layouts of the Customer Success Metric object.

For more information about page layouts, see the Salesforce Help.

Included in This Feature

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

Fields

Fields Added in Spring 2026
Object Field Description

Further Information
Customer Success Metric Group The group the metric is recorded against. Customer Success Metric Fields

Enhance Product Support

Manage Health Scores

Upgrade Steps

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

Upgrade Steps for Spring 2026

Action

 Further Information

In Developer Console, enter and run the code provided to update all existing customer success metrics so that the Group field has the default value of Account.

Copy 
List<csc__Customer_Success_Metric__c> customerSuccessMetrics = [
    SELECT Id, csc__Group__c
    FROM csc__Customer_Success_Metric__c
    WHERE csc__Group__c = NULL
    LIMIT 10000
];
Assert.isFalse(
    customerSuccessMetrics.isEmpty(),
    'All Customer Success Metrics have a group value'
);
for (csc__Customer_Success_Metric__c metric : customerSuccessMetrics) {
    metric.csc__Group__c = 'Account';
}
update customerSuccessMetrics;
 For more information about executing Anonymous Apex Code, see the Salesforce Help.

Included in This Feature

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

Fields
Fields Added in Spring 2026
Object

Field

 Description Further Information
Customer Success Metric Group The group the metric is recorded against. Customer Success Metric Fields
Input Fields
Input Fields Added to the Metrics Dataset in Spring 2026
Dataset

Field

 Description Further Information
Metrics Group Populates the Group field in the resulting dataset. Metrics Input Fields
Output Fields
Output Fields Added to the Metrics Dataset in Spring 2026
Dataset

Field Set

 Description Further Information
Metrics Group The group the metric is recorded against. Metrics Output Fields

Identify At-Risk Areas with Group Health Scores

Upgrade Steps for Spring 2026
Step Action Further Information
1. Ensure the CS Cloud Core Analytics template is deployed to your Salesforce org. Setting up the CS Cloud Core Analytics App
2. Run the CS Cloud Analytics recipe to populate the Metrics dataset.
3. Add the Group Health Score dashboard to the Customer Success Management Workspace or relevant Lightning pages. Group Health Score Dashboard
4.

Assign the following field-level read access for the Metrics dataset to the users of the Group Health Score dashboard:

  • AccountHealthScore
  • MetricScore
  • MetricWeighting
  • MetricLowerThreshold
  • MetricUpperThreshold
  • ValueHealthPoints
  • Group
  • MetricType
  • MetricName
  • MetricDescription
  • AccountName
  • SegmentName
  • AccountCustomerSuccessResourceNames
5.

In the Developer Console, enter and run the following code to update all existing customer success metrics so that the Group field has a default value of Account:

Copy

Populating Metric Group Values

List<csc__Customer_Success_Metric__c> customerSuccessMetrics = [
    SELECT Id, csc__Group__c
    FROM csc__Customer_Success_Metric__c
    WHERE csc__Group__c = NULL
    LIMIT 10000
];
Assert.isFalse(
    customerSuccessMetrics.isEmpty(),
    'All Customer Success Metrics have a group value'
);
for (csc__Customer_Success_Metric__c metric : customerSuccessMetrics) {
    metric.csc__Group__c = 'Account';
}
update customerSuccessMetrics;

 For more information about executing Anonymous Apex Code, see the Salesforce Help.

Included in This Feature

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

Dashboards
Dashboards Added in Spring 2026
Dashboard Description

Further Information
Group Health Score Provides independent health scores for configured groups and overall accounts. Group Health Score Dashboard

Filter Products in the Product Grid

Upgrade Steps

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

Upgrade Steps for Spring 2026
Action Further Information
[Optional] Add the fields you want to display in the Product Grid's Filters panel to the Product Grid Filters Panel Fields field set in the Product object. Product Field Sets
[Optional] Add the fields you want to display in the Filters panel of the Add Products to Account window to the Add Products to Account Filter Fields field set in the Product object.

Included in This Feature

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

Field Sets
Field Sets Added in Spring 2026
Object Field Set Description Further Information
Product Add Products to Account Filter Fields Defines the additional fields that display in the Filters panel in the Add Products to Account window. Product Field Sets
Product Grid Filters Panel Fields Defines the additional fields that display in the Filters panel on the Product Grid.

Bulk Manage Products

Upgrade Steps

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

Upgrade Steps for Spring 2026
Action Further Information
Ensure users have the appropriate CRUD and FLS permissions for the relevant hierarchy objects and their corresponding product junction objects.

Link Expansion Opportunities to Playbooks

Upgrade Steps

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

Upgrade Steps for Spring 2026
Step Action Further Information
1. Add the Expansion Opportunity field to the Playbook object’s page layouts.

For more information about page layouts, see the Salesforce Help.
2. Add the Playbooks related list to the expansion opportunity page layout. For more information about adding related lists, see the Salesforce Help.

Included in This Feature

Fields

Fields added in Spring 2026
Object Field

Further Information
Playbook Expansion Opportunity The expansion opportunity that relates to the playbook.

Optimize Dynamic Playbook Generation with CS Policy

Upgrade Steps

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

Upgrade Steps for Spring 2026

Action

 Further Information
Ensure that you have added the Work Suggestion QueueLightning component on the Work suggestion record page and Account page. For more information about adding components and fields to a Lightning page, see the Salesforce help.
Ensure that you have added the Dismissal Reason field to the Work Suggestion object Layout.
Ensure that you have necessary permissions to view the Customer Success Administration page. Customer Success Administration Overview
Ensure that you have Generative AI access to use Work Suggestions and its features. -

Included in This Feature

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

Fields

Fields Added in Spring 2026

Object

 Field Description Further Information
Work Suggestions AI Generated If selected, it indicates that the work suggestion was generated by AI. Work Suggestion Fields
Title The AI-generated title summarizing the work suggestion.
Fields Deprecated in Spring 2026

Object

 Field Further Information
Work Suggestions Suggested Records Deprecated Elements

Buttons

Buttons renamed in Spring 2026

Object

 Previous Label New Label Further Information
Work Suggestions Create Playbook Generate Creating Dynamic Playbooks From Work Suggestions

Lightning Component

Lightning Component Added in Spring 2026

Lightning Component

 Description Further Information
Work Suggestions Queue View work suggestions associated with an account record. Customer Success Cloud Lightning Components
Lightning Component Deprecated in Spring 2026

Deprecated Lightning Component

Object Replaced By Further Information
DEPRECATED: CSC Work Suggestions Work Suggestion This Lightning component is replaced by Work Suggestion Queue Lightning component. Deprecated Elements

Lightning Component Property

Lightning Component Property Added in Spring 2026

Lightning Component

Property Description Further Information
Account Grid Show Work Suggestion Column View the number of new work suggestions associated with an account. Account Grid Lightning Component Properties

Custom Setting Fields

Custom Setting Fields Added in Spring 2026

Custom Setting

 Custom Setting Field Description Further Information
Customer Success Cloud Process Settings Bypass Policy Version Trigger If selected, disables the trigger for policy version.  Custom Settings

Prepare AI-Powered Business Review Summaries

Saving Summaries for Future Use

Upgrade Steps

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

Upgrade Steps for Spring 2026
Action Further Information
Add the CS AI Summaries related list to your page layouts of the Account object.

For more information about page layouts, see the Salesforce Help.

Included in This Feature

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

Objects
Objects Added in Spring 2026
Object Description

Further Information
CS AI Summary Stores AI-generated summaries. CS AI Summary Fields

Generating a Business Review Agenda

Upgrade Steps

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

Accessing Summary Records

Upgrade Steps

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

Prepare for Customer Interactions with AI-Powered Account Summaries

Creating Expansion Opportunities from Account Summaries

Upgrade Steps

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

Saving Summaries for Future Use

Upgrade Steps

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

Upgrade Steps for Spring 2026
Action Further Information
Add the CS AI Summaries related list to your page layouts of the Account object.

For more information about page layouts, see the Salesforce Help.

New Account Summary Sections

Upgrade Steps

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

Included in This Feature

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

Permission Sets

Permission Sets Updated in Spring 2026
Permission Set

Further Information
CSC - Customer Success
CSC - Participant User

Expanded Account Highlights

Upgrade Steps

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

Included in This Feature

Custom Settings
Custom Setting Fields Added in Spring 2026
Custom Setting Field Description

Further Information
CS Cloud AI Summary Settings Disable Active Projects If selected, the number of active projects isn’t displayed in the Account Highlights section of the Generate Account Summary window. Custom Settings
Disable Escalated Cases If selected, the number of escalated cases isn’t displayed in the Account Highlights section of the Generate Account Summary window.
Disable Open Cases If selected, the number of open cases isn’t displayed in the Account Highlights section of the Generate Account Summary window.
Disable Open Opportunities If selected, the number of open opportunities isn’t displayed in the Account Highlights section of the Generate Account Summary window.
Disable Overall KPI Progress If selected, the overall KPI progress isn’t displayed in the Account Highlights section of the Generate Account Summary window.
Disable Product Family If selected, product families aren’t displayed in the Account Highlights section of the Generate Account Summary window.
Disable Red Projects If selected, the number of red projects isn’t displayed in the Account Highlights section of the Generate Account Summary window.

Key Stakeholder Contact Access

Upgrade Steps

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

Included in This Feature

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

Permission Sets

Permission Sets Updated in Spring 2026
Permission Set

Further Information
CSC - Customer Success

Summary Field and Section Visibility

Upgrade Steps

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

Streamline Record Creation from Templates

Upgrade Steps

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

Support the Custom Account Object in Customer Success Cloud

Upgrade Steps

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

Included in This Feature

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

Field Sets

Field Sets Updated in Spring 2026
Object

Field Set

 Description Further Information
Activity Tracker Activity Tracker Filters Panel Fields This field set now includes Account field. CS Activity Field Sets

Track Opportunities Created from Expansion Opportunities

Upgrade Steps

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

Upgrade Steps for Spring 2026
Step Action

Further Information
1. Add the Expansion Opportunity Instances related list to your existing expansion opportunity page layouts.

For more information about page layouts, see the Salesforce Help.
2. [Optional] Configure the Create Opportunity Fields field set on the Opportunity object to define the fields displayed in the creation window. Opportunity Field Sets
3. [Optional] To enable the automatic creation of opportunity line items, select the Enable Opportunity Window Product Field in the CS Cloud Expansion Opportunity Settings custom setting. Custom Settings

Included in This Feature

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

Objects

Objects added in Spring 2026
Object Description

Further Information
Expansion Opportunity Instance Stores the relationship between expansion opportunities and the resulting Salesforce opportunities. Expansion Opportunity Instance Fields

Custom Settings

Custom Setting Fields added in Spring 2026
Custom Setting Custom Setting Field Description

Further Information
CS Cloud Create/Edit Field Set Settings Opportunity Create Fields The API name of the field set that defines the fields available when creating an opportunity from an expansion opportunity. Custom Settings
CS Cloud Expansion Opportunity Settings Enable Opportunity Window Product Field If selected, the Product field is displayed in the Create Opportunity from Expansion Opportunity window.

Release Content

Upgrade Steps

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