Upgrading to WorkGrid May 2026

This page describes the changes to make when upgrading to May 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 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 May 2026, see New Features and Enhancements in WorkGrid May 2026.

WorkGrid is used for Financial Planning and Analysis and Services Forecasting. For information about the upgrade steps for each feature area, see:

Planning Unit Renamed to Unit of Measure

Upgrade Steps

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

Included in This Feature

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

Objects

Objects Renamed in May 2026
API Name Previous Label New Label Further Information
xpna__PlanningUnit__c Planning Unit Unit of Measure Units of Measure
xpna__PlanningUnitMapping__c Measure Planning Unit Measure Unit Measure Unit of Measure Fields

Fields

Fields Renamed in May 2026
Object API Name Previous Label New Label Further Information
xpna__PlanningUnit__c Name Planning Unit Name Unit of Measure Name Units of Measure Fields
xpna__PlanningUnitMapping__c xpna__PlanningUnit__c Planning Unit Unit of Measure Measure Unit of Measure Fields
xpna__PlanningUnitMapping__c Name Measure Planning Unit ID Unit of Measure ID