Upgrading to Services Forecasting May 2026

This page describes the changes to make when upgrading to May 2026.

Notes:

This only applies if you set up Services Forecasting in Spring 2026 or earlier. If you are setting up Services Forecasting for the first time, see Setting up Services Forecasting.
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 Services Forecasting May 2026.

Upgrade Steps

To Services Forecasting from Spring 2026 to May 2026, take the following action.

Upgrade Steps for May 2026
Step	Action	Further Information
1.	Assign the WorkGrid - Contribute to Plans permission set to the relevant users.	Licenses and Permissions Required for Services Forecasting
2.	Enable the Services Forecasting May 2026 Feature Console feature.	Enabling Services Forecasting May 2026 Upgrade
3.	Assign the Project Manager Feature Permissions and Services Leader Feature Permissions feature access rules to the relevant users.	Feature Access Rules Services Forecasting Default Feature Access Rules Adding User Conditions to an Access Rule
4.	If you created a Salesforce flow to automatically link forecasts to project, regions, and practices, deactivate the flow.	See the Salesforce Help.
5.	Delete the existing scheduled processes to create project forecasts and schedule the processes again. This is to ensure that you use the new features available in the process.	Scheduling the Process to Create Project Forecasts for a Region, a Practice, or a Group
6.	[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.	WorkGrid Notification Settings Fields For more information about custom settings, see the Salesforce Help.

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

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

Lightning Page Updated in May 2026
Page	Further Information
Access Rule Lightning Page	Access Rule Fields WorkGrid Lightning Components

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

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

Feature Console Feature Added in May 2026
Feature Console Feature	Description	Further Information
Services Forecasting May 2026 Upgrade	Contains steps to upgrade Services Forecasting from Spring 2026 to May 2026.	Enabling Services Forecasting May 2026 Upgrade