Upgrading to Revenue 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 Revenue Management Summer 2026.

Enhance Recognition Management Using New Mapping Fields

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action Further Information
[Optional] Manually configure Analysis Items 5-8 on the Recognition Management page once you upgrade to Summer 2026. Recognition Management Page

To ensure visibility of Analysis Items 5-8, manually add the required fields to the following layouts:

  • Settings Layout
  • Revenue Schedule Layout
  • Revenue Recognition Transaction Line Layout
  • Revenue Transaction Summary Layout

Enhance Recognition Management Visibility with a Streamlined Page Layout

Optimized Page Header and Summary View

Upgrade Steps

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

Centralized Actions and New Task Launcher

Upgrade Steps

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

Customize Visibility with Dedicated Dashboards and Custom Settings

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action Further Information
[Optional] Configure the Dashboard Type custom setting if you want to display a specific dashboard view instead of the default combined Revenue and Cost view. Managing Custom Settings
Custom Setting Fields
Custom Setting Fields Added in Summer 2026
Custom Setting Custom Setting Field Further Information
Revenue Management Settings Dashboard Type Managing Custom Settings

Included in This Feature

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

Dashboards
Dashboards Added in Summer 2026
Name Location Further Information
Revenue Recognition Summary Dashboard Revenue Management Analytics Using Revenue Management Analytics
Cost Recognition Summary Dashboard

Improved Workflow in Revenue Management Task Launcher

Upgrade Steps

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

Track Revenue and Cost Totals Using Multi-Currency Filters

Upgrade Steps

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

Upgrade Steps for Summer 2026
Action Further Information
Update the Revenue Management Analytics app to display the new KPIs on the Recognition Management page. To do so: Navigate to Setup | Analytics | Auto-Installed Apps | Revenue Management Analytics | Update App. Recognition Management Page

Build Invocable Actions to Enable Agentic Workflows in Veda

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.

Invocables Actions
Invocable Actions Added in Summer 2026
Category Invocable Action Apex Class Description
Recognition Schedule Delete and Return Recognition Schedules from Source Records RSDeleteAction Deletes revenue schedules from their respective source records.
Generate and Return Recognition Schedules from Source Records RSGenerateAction Generates revenue schedules based on the data in the source records.
Select Recognition Schedules RSSelectAction Selects and retrieves specific revenue schedules based on defined filters.
Synchronize and Return Recognition Schedules from Source Records RSSynchronizeAction Synchronizes existing revenue schedules with their corresponding source records.

Release Content

Upgrade Steps

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