Upgrading to Financial Planning and Analysis 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 Financial Planning and Analysis May 2026.

Configure a Primary and Secondary Measure for a Plan

Upgrade Steps

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

Configure User Access to Plan Features

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.

Fields

Fields Added in May 2026
Object Field Further Information
Access Rule Feature Permissions Access Rule Fields
For Feature Permissions

Lightning Components

Lightning Component Added in May 2026
Component Further Information
WorkGrid Feature Permissions WorkGrid Lightning Components

Lightning Pages

Lightning Page Updated in May 2026
Page Further Information
Access Rule Lightning Page

Permission Sets

Permission Set Added in May 2026
Page Further Information
WorkGrid - Contribute to Plans Permission Sets and Other Technical Documentation

Mention Collaborators in Cell Comments

Upgrade Steps

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

Upgrade Steps
Action Further Information

[Optional] Customize how notifications are sent to users following a cell comment thread. By default, Salesforce notifications are sent while email notifications are not. You change this by configuring the WorkGrid Notification Settings custom setting.

Included in This Feature

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

Custom Settings

Custom Setting Added in May 2026
Custom Setting Description Further Information
WorkGrid Notification Settings Contains settings that control the behavior of notifications sent by WorkGrid. WorkGrid Notification Settings Fields

Relationship Child Row Repositioning

Upgrade Steps

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