SECTIONSUpgrading to Services Estimator 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.
For information on new features and changes to existing features in May 2026, see New Features and Enhancements in Services Estimator May 2026.
Maintain Data Integrity in Estimate Builder
Upgrade Steps
No upgrade steps are required to upgrade this feature to May 2026.
Optimize Estimate Management using Estimate Product Items
Upgrade Steps
To upgrade this feature to May 2026, take the following action.
| Action | Further Information |
|---|---|
| Add the Display Name and Description fields to the Estimate Product Item page layout. | Estimate Product Item Fields |
| Run the Update Estimate Product Item Display Names Feature Console step to populate a display name for all existing estimate product items. A default display name will be applied to existing estimate product items, using the template the item was created from. | Enabling and Disabling Features |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Fields
| Field | Object | Further Information |
|---|---|---|
| Default | Estimate Product Item | Estimate Product Item Fields |
| Description | ||
| Display Name |
Define Custom Rollup Rules for the Estimate Hierarchy
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 Added
| Object | Further Information |
|---|---|
| Custom Rollup Rule | Custom Rollup Rule Fields |
Fields Added
| Object | Field | Further Information |
|---|---|---|
| Custom Rollup Rule | Active | Custom Rollup Rule Fields |
| Description | ||
| Operator | ||
| Source Field API Name | ||
| Source Object | ||
| Target Field API Name | ||
| Target Object |
Custom Setting Fields
| Custom Setting Field | Custom Setting | Further Information |
|---|---|---|
| Bypass Custom Rollup Rule Trigger | Services Estimator Process Settings | Services Estimator Process Settings |
| Bypass Est Financial Summary Trigger | ||
| Bypass Est Pricing Modifier Inst Trigger | ||
| Bypass Est Role Skill Request Trigger | ||
| Bypass Est Time Period Override Trigger | ||
| Bypass Estimate Payment Terms Trigger | ||
| Bypass Estimate Pricing Method Trigger | ||
| Bypass Estimate Product Item Trigger | ||
| Bypass Estimate Product Trigger | ||
| Bypass Scoping Action Condition Trigger | ||
| Bypass Scoping Action Trigger | ||
| Bypass Scoping Req Dis Condition Trigger | ||
| Bypass Scoping Req Result Resp Trigger | ||
| Bypass Scoping Req Result Trigger | ||
| Bypass Scoping Req Set Trigger | ||
| Bypass Scoping Requirement Trigger | ||
| Bypass Scoping Requirment Resp Trigger | ||
| Bypass Scoping Sess Est Product Trigger | ||
| Bypass Scoping Session Trigger |
Enhance Resource Grouping for Estimates
Upgrade Steps
No upgrade steps are required to upgrade this feature to May 2026.
Permissions
Upgrade Steps
To upgrade this feature to May 2026, take the following action.
| Action | Further Information |
|---|---|
| If you are using custom permission sets, add the new permissions to the appropriate permission sets. | Permission Sets and Other Technical Documentation |