SECTIONSUpgrading to Services Estimator 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 Services Estimator Spring 2026.
Price Estimates Using Attribute Based Pricing
Upgrade Steps
To upgrade this feature to Spring 2026, take the following action.
| Action | Further Information |
|---|---|
| Run the updated Enable Estimate Pricing Methods Feature Console step to create the Baseline pricing method. | 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 |
|---|---|---|
| Baseline Price | Estimate Line Set | Estimate Line Set Fields |
Set Duration in the Estimate Builder
Upgrade Steps
To upgrade this feature to Spring 2026, take the following action.
| Action | Further Information |
|---|---|
| In the Lightning App Builder, select the Show Duration Column checkbox to add the Duration column to the Estimate Builder. | Estimate Financial Summary Lightning Component Fields |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Lightning Component Properties
| Component Properties | Further Information |
|---|---|
| Show Duration Column | Estimate Financial Summary Lightning Component Properties |
Update Multiple Role Requests in the Estimate Builder
Upgrade Steps
No upgrade steps are required to upgrade this feature to Spring 2026.
Configure Estimate Payment Terms to Define Custom Payment Durations
Upgrade Steps
To upgrade this feature to Spring 2026, take the following action.
| Action | Further Information |
|---|---|
|
Assign read permission for the following records to all Services Estimator users, even if you don't intend on using this feature:
Without these permissions, users cannot view or edit an estimate record. |
Permission Sets and Other Technical Documentation |
| Add Expected Payment Amount to the Estimate Financial Summary Rows Field Set. | Estimate Financial Summary Field Sets |
| Add the Independent Records Payment Terms field to the Records Independent of Estimate Products section of the Estimate page layout. | Estimate Fields |
| Add the Payment Terms field to the Estimate Product Instance page layout. | Estimate Product Instance Fields |
| Add the Payment Terms field to the Estimate Billing Group page layout. | Estimate Billing Group Fields |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Objects
| Object | Further Information |
|---|---|
| Estimate Payment Terms | Estimate Payment Terms Fields |
Fields
| Field | Object | Further Information |
|---|---|---|
| Expected Payment Amount | Estimate Financial Summary | Estimate Financial Summary Field Sets |
| Expected Payment Amount (Est Curr) | ||
| Fixed Offset Payment Days | Estimate Payment Terms | Estimate Payment Terms Fields |
| Payment Terms Method | ||
| Independent Records Payment Terms | Estimate | Estimate Fields |
| Payment Terms | Estimate Billing Group | Estimate Billing Group Fields |
| Payment Terms | Estimate Product | Estimate Product Fields |
| Payment Terms | Estimate Product Instance | Estimate Product Instance Fields |
| Payment Terms | Estimate Vendor Line Item | Estimate Vendor Line Item Fields |
Streamline Your Scoping Process to Create Custom Records and Adapt Estimates to Evolving Requirements
Upgrade Steps
To upgrade this feature to Spring 2026, take the following action.
Upgrade Steps
To upgrade this feature to Spring 2026, take the following action.
| Action | Further Information |
|---|---|
| Manually add the "Add Record" value to the Action Type picklist option on the Scoping Action object. | For more information about editing picklists, see the Salesforce Help. |
Fields
| Field | Object | Further Information |
|---|---|---|
| Record Source | Scoping Actions | Scoping Action Fields |
| Template | ||
| New Record Template | Scoping Requirement Set | Scoping Requirement Set Fields |
| Template Sub-Type | Estimate | Estimate Fields |
| Is Estimate Created | Scoping Session | Scoping Session Fields |
Optimize Estimate Recalculation Process in Services Estimator Administration
Upgrade Steps
No additional upgrade steps are required to upgrade this feature to Spring 2026. The new features are automatically available when you upgrade your Services Estimator app.
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Fields
| Field | Object | Further Information |
|---|---|---|
| Contingency Cost | Financial Summary | Estimate Financial Summary Fields |
| Expected Payment Amount (Est Curr) |
Deprecation Notice
Upgrade Steps
To upgrade this feature to Spring 2026, take the following action.
| Action | Further Information |
|---|---|
|
The following fields in the Details subtab have been deprecated and will be deactivated in the Spring 2027 release:
Remove these fields from any page layouts. |
|
| To use the Cost Contingency column in the Estimate Builder, ensure that the Show Cost Contingency Column checkbox is selected in the Lightning App Builder. | Estimate Contingency Overview |
Permissions
Upgrade Steps
To upgrade this feature to Spring 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 |