SECTIONSUpgrading to WorkGrid 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.
For information on new features and changes to existing features in Spring 2026, see New Features and Enhancements in WorkGrid Spring 2026.
Introducing Services Forecasting
Services Forecasting must be completely set up and configured to get it up and running. For more information, see Setting up Services Forecasting.
Additionally, as part of this release, we have added several new items to WorkGrid to support this new solution.
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Objects
| Object | Description | Further Information |
|---|---|---|
| Measure Pair | Stores a measure pair for a plan. | Measure Pair Fields |
Fields
The following fields have been added in Spring 2026.
| Object | Field | Further Information |
|---|---|---|
| Plan | Delete Obsolete Plan Data | Plan Fields |
| Plan History | Description | Plan History Fields |
| Plan Template | Delete Obsolete Plan Data | Plan Template Fields |
Default Unit for Plans
Upgrade Steps
To upgrade this feature to Spring 2026, take the following action.
| Action | Further Information |
|---|---|
| Add the Default Unit field to the Information section of the Plan Layout page layout for the Plan object. | See the Salesforce Help. |
| Enable the Upgrading Picklist Values to Spring 2026 feature. This adds the required "Update Cell Unit" picklist value to the Operation field on the Asynchronous Plan Process object. | Upgrading Picklist Values to Spring 2026 |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Fields
| Object | Field | Further Information |
|---|---|---|
| Plan | Default Unit | Plan Fields |
Permission Sets
| Permission Set | Further Information |
|---|---|
| WorkGrid - Manage Data Sources and Plans | Permission Sets and Other Technical Documentation |
| WorkGrid - Manage Plans |
Mass Send To Analytics Process
Upgrade Steps
No upgrade steps are required to upgrade this feature to Spring 2026.
Mass Update Filters Process
Upgrade Steps
No upgrade steps are required to upgrade this feature to Spring 2026.
Upgrading Picklist Values to Spring 2026
Upgrade Steps
No upgrade steps are required to upgrade this feature to Spring 2026.