Upgrading to Revenue Management 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 Winter 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 Revenue Management Spring 2026.

Manage and Optimize Revenue Recognition

Monitor Total Recognizable Cost

Upgrade Steps

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

Upgrade Steps for Spring 2026
Action

Further Information
Assign the Analytics License and Permission Set Assignment. Permission Sets

If you want to create an app from Revenue Management Analytics App Template, complete the following steps:

  1. Delete the app.
  2. Create the connection and synchronize.
  3. Create the app.
  4. [Optional] Share the folder with the corresponding users.
Note:
  • You don't need to add any objects while creating a connector.
  • Alternatively, you can update the app through Setup | Auto-Installed Apps | Revenue Management Analytics, instead of creating or deleting the app.

Synchronizing Recognition Management Data in Analytics

Permission Sets

Creating an App from Revenue Management Analytics App Template

Deprecated Analytics Dashboard ID

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.

Fields

Fields Deprecated in Spring 2026
Field Object Further Information
DEPRECATED: Analytics Dashboard ID RM Recognition Management Setting up Recognition Management

Manage Custom Data Views

Upgrade Steps

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

Upgrade Steps for Spring 2026
Action

Further Information
Assign the Analytics License and Permission Set Assignment. Permission Sets

If you want to create an app from Revenue Management Analytics App Template, complete the following steps:

  1. Delete the app.
  2. Create the connection and synchronize.
  3. Create the app.
  4. [Optional] Share the folder with the corresponding users.
Note:
  • You don't need to add any objects while creating a connector.
  • Alternatively, you can update the app through Setup | Auto-Installed Apps | Revenue Management Analytics, instead of creating or deleting the app.

Synchronizing Recognition Management Data in Analytics

Permission Sets

Creating an App from Revenue Management Analytics App Template

Manual Refresh for Analytics Data Records

Upgrade Steps

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

Upgrade Steps for Spring 2026
Action

Further Information
Assign the Analytics License and Permission Set Assignment. Permission Sets

If you want to create an app from Revenue Management Analytics App Template, complete the following steps:

  1. Delete the app.
  2. Create the connection and synchronize.
  3. Create the app.
  4. [Optional] Share the folder with the corresponding users.
Note:
  • You don't need to add any objects while creating a connector.
  • Alternatively, you can update the app through Setup | Auto-Installed Apps | Revenue Management Analytics, instead of creating or deleting the app.

Synchronizing Recognition Management Data in Analytics

Permission Sets

Creating an App from Revenue Management Analytics App Template

Complete Recognition Management with the Missing Functionalities from Old UIs

View Applied Recognition Templates

Upgrade Steps

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

Upgrade Steps for Spring 2026
Action

Further Information
Assign the Analytics License and Permission Set Assignment. Permission Sets

If you want to create an app from Revenue Management Analytics App Template, complete the following steps:

  1. Delete the app.

  2. Synchronize Recognition Schedules.

  3. Create the app.
  4. [Optional] Share the folder with the corresponding users.
Note:
  • You don't need to add any objects while creating a connector.
  • Alternatively, you can update the app through Setup | Auto-Installed Apps | Revenue ManagementAnalytics, instead of creating or deleting the app.

Synchronizing Recognition Management Data in Analytics

Permission Sets

Creating an App from Revenue Management Analytics App Template

Streamline Administrative Workflows

Upgrade Steps

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

Navigate Through Record Hyperlinks

Upgrade Steps

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

Upgrade Steps for Spring 2026
Action

Further Information
Assign the Analytics License and Permission Set Assignment. Permission Sets

If you want to create an app from Revenue Management Analytics App Template, complete the following steps:

  1. Delete the app.

  2. Synchronize Recognition Schedules.

  3. Create the app.
  4. [Optional] Share the folder with the corresponding users.
Note:
  • You don't need to add any objects while creating a connector.
  • Alternatively, you can update the app through Setup | Auto-Installed Apps | Revenue ManagementAnalytics, instead of creating or deleting the app.

Synchronizing Recognition Management Data in Analytics

Permission Sets

Creating an App from Revenue Management Analytics App Template

Filter by Record Status

Upgrade Steps

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

Upgrade Steps for Spring 2026
Action

Further Information
Assign the Analytics License and Permission Set Assignment. Permission Sets

If you want to create an app from Revenue Management Analytics App Template, complete the following steps:

  1. Delete the app.

  2. Synchronize Recognition Schedules.

  3. Create the app.
  4. [Optional] Share the folder with the corresponding users.
Note:
  • You don't need to add any objects while creating a connector.
  • Alternatively, you can update the app through Setup | Auto-Installed Apps | Revenue ManagementAnalytics, instead of creating or deleting the app.

Synchronizing Recognition Management Data in Analytics

Permission Sets

Creating an App from Revenue Management Analytics App Template

Populate Opening Balances on Recognition Transaction Lines

Upgrade Steps

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

Upgrade Steps for Spring 2026
Action

Further Information
If you have existing recognition transactions that require opening balances, discard those transactions and perform the recognition process again. This ensures the transaction lines correctly reflect the opening balance fields. Stage 3: Creating a Recognition Transaction