Upgrading to Order and Inventory Management Summer 2026

This page describes the changes to make when upgrading to Summer 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 Summer 2026, see New Features and Enhancements in Order and Inventory Management Summer 2026.

Improve Your User Experience with Expanded Lightning

Upgrade Steps

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

Upgrade Steps in Summer 2026
Action	Further Information
Ensure the users who are going to manage sales orders and sales order line items are assigned at least one of the permission sets listed below, or manually assign all the required permissions to your custom permissions: OIM Initiate Order Fulfillments OIM Process Sales Orders OIM View Sales Orders	Permission Sets and Other Technical Documentation
Ensure you add the Allocate Lightning action to the sales order line item's record page that your org uses. Ensure you add the Clone Lightning action to the sales order's record page that your org uses. Ensure you add the Cancel Lightning action to the sales order's record page that your org uses. Ensure you add the Cancel Lightning action to the sales order line item's record page that your org uses. This can be done by using Dynamic Actions in the Lightning App Builder.	For information about creating dynamic actions in the Lightning App Builder, see the Salesforce Help. Allocating a Sales Order Line Item Cloning a Sales Order Canceling a Sales Order Canceling a Sales Order Line Item

Included in This Feature

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

Lightning Actions

Lightning Actions Added in Summer 2026
Lightning Action	Object	Description	Further Information
Allocate	Sales Order Line Item	This action allocates quantities, either fully or partially, to sales order line items.	Allocating a Sales Order Line Item
Clone	Sales Order	This action clones the sales order and all of its lines.	Cloning a Sales Order
Cancel	Sales Order	This action cancels the sales order and all of its lines.	Canceling a Sales Order
Cancel	Sales Order Line Item	This action cancels the sales order line item.	Canceling a Sales Order Line Item

Lightning Pages

Lightning Pages Updated in Summer 2026
Lightning Page	Description	Further Information
Sales Order Line Item Lightning Page	This Lightning page now includes the new Allocate and Cancel Lightning actions.	Sales Order Fields
Sales Order Lightning Page	This Lightning page now includes the new Clone and Cancel Lightning actions.	Sales Order Fields

Page Layouts

Page Layouts Updated in Summer 2026
Page Layout	Object	Description	Further Information
Exchange Order Layout	Sales Order Line Item	These page layouts now include the following updates: The new Allocate Lightning action has been added. The Available Inventory section and its SalesInventory Visualforce for page have been removed.	For more information about page layouts, see the Salesforce Help.
Sales Order Line Item Layout	Sales Order Line Item

Field Sets

Field Sets Updated in Summer 2026
Field Set	Object	Description	Further Information
Sales Order Line Items Columns	Sales Order Line Item	This field set now displays reorganized columns.	Sales Order Line Item Field Sets

Automate Order Allocation with Invocable Actions

Upgrade Steps

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

Included in This Feature

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

Invocable Actions

Invocable Actions Added in Summer 2026
Category	Invocable Action	Apex Class	Description
Order Fulfillment	Allocate a Set of Sales Order Lines	SCMC.SalesOrderLinesAllocateAction	Reserves available inventory for a specific set of lines on a single sales order.
	Fully Allocate a Production Order	SCMC.ProductionOrderAllocateAction	Reserves available inventory for every component in the manufactured item's bill of materials on a production order.
	Fully Allocate a Sales Order	SCMC.SalesOrderAllocateAction	Reserves available inventory for every line on a sales order, using first in, first out logic.
	Fully Reverse Allocate a Production Order	SCMC.ProductionOrderReverseAllocateAction	Releases the inventory previously reserved for every line on a production order.
	Fully Reverse Allocate a Sales Order	SCMC.SalesOrderReverseAllocateAction	Releases the inventory previously reserved for a sales order.