SECTIONSNew Features and Enhancements in Services Estimator Summer 2026
The following new features have been introduced in the Summer 2026 release of Services Estimator.
If you are upgrading from a previous version, see Upgrading to Services Estimator Summer 2026. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.
If you are upgrading from a version earlier than May 2026, check the documentation for previous releases for upgrade details.
Build Custom Pricing Methods with Formula-Based Pricing Variables
You can now create and edit pricing variables on custom pricing methods. This enables you to define formula-based pricing logic and build pricing methods directly, without writing Apex code. Pricing variable formulas are validated when you save them, so configuration errors are caught during creation rather than during calculation.
You can also insert variable references and field paths into formulas using the Add Variables and Add Field buttons in the formula toolbar. This means formula syntax can be built, instead of written.
You can now also reference Salesforce formula fields in pricing variable formulas, enabling you to build no-code pricing rules using the formula-field calculations your org already relies on. When you save a pricing variable, the formula is validated to ensure that field paths do not exceed five levels of related records and that the formula does not reference polymorphic fields.
Changes to the Net Bill Amount on role requests are displayed in the Estimate Builder.
You can now configure pricing fields for each estimate pricing method. Each Estimate Pricing Field record specifies a field on the target object and controls whether it is editable in the pricing method configuration. You can also edit these fields for an estimate product from the new Pricing tab.
For more information, see Estimate Pricing Variable Overview.
Manage Estimate Builder Column Layouts
You can now configure Estimate Builder column visibility and order directly from the Services Estimator Administration page, without opening the Lightning App Builder. The new Services Estimator Estimate Builder Settings section provides a Manage Estimate Builder Columns link. From this window, drag fields between the Available Fields, Left Side, and Right Side sections to configure column visibility and order.
You can also run Feature Console steps to automatically migrate your existing Estimate Builder column configuration from the Lightning page to Column Preferences, so your previous setup carries forward without manual reconfiguration.
You can now save a personal column layout, column order, and visibility from the Estimate Builder column header right-click menu. Click Save Column Order to carry your layout across sessions, or Reset Column Order to return to the default layout.
For more information, see:
Optimize Estimate Management using Estimate Product Items
You can now configure which estimate product items are copied to the product instance for each scoping response during Guided Scoping. This enables you to model different starting plans — such as small, medium, or large business models — each with different baseline prices and staffing.
For more information, see Scoping Actions Overview.
Set a Baseline Price at the Estimate Product Level
You can now set a Baseline Price at the estimate product level, enabling pricing managers to price estimates without line sets and keep price independent of cost. A new Baseline Price field on the estimate product is copied to the estimate product instance when the product is added to an estimate, and you can update it by double-clicking the Net Bill Amount cell on the product row in the Estimate Builder. When a Baseline Price is set at the product level, it takes precedence over any Baseline Price set on child line sets, and the distribution cascades to all child role requests.
You can also see indicators in the Estimate Builder to show whether your current price is higher or lower than the original baseline price. In multi-currency estimates, the indicators now account for currency differences — the original baseline price is converted to the estimate's currency using the latest exchange rate before the comparison is made. This enables you to trust the indicators to show whether your price is genuinely higher or lower than the baseline, regardless of currency. For more information, see Estimate Pricing Method Overview.
Adjust Estimate Schedules Directly in the Timeline View
You can adjust an estimate's schedule directly in the Timeline view of the Estimate Builder. This enables you to plan and rebalance your estimate's timeline visually, without switching views or editing dates field by field. The Timeline view also brings the same grid editing tools available in the Work Breakdown view. The grid supports the same columns as the Work Breakdown view, including any added using field sets or column preferences. Your changes take effect immediately across the Work Breakdown and Hours Breakdown views.
For more information, see Timeline View Overview.
Automate Estimate Management with Invocable Actions
You can now use new invocable actions to automate more estimate management tasks using Salesforce Flow Builder:
- ActionCreateBlankEstimate
- ActionCreateEstimateFromEstimate
- ActionCreateTemplateFromEstimate
- ActionCloneScopingRequirementSet
- ActionSetEstimatePrimary
- ActionUnsetEstimatePrimary
- ActionUpliftRates
For more information, see Custom Actions.
Define Custom Rollup Rules for the Estimate Hierarchy
You can now select estimate tasks and estimate line sets as the source object for a custom rollup rule. This enables you to roll up values from tasks and line sets to higher levels of the estimate hierarchy without writing custom code. The supported target levels are line sets, estimate product instances, and the estimate. Previously, custom rollup rules consolidated custom number and currency field values from estimate role requests only.
In addition, you can now select Date and Datetime fields as the source or target for a custom rollup rule using the MIN or MAX operator. This lets you surface the earliest or latest date across an estimate hierarchy, such as an estimate's earliest start date, without writing custom code.
You can also apply an optional filter to any custom rollup rule. Only source records where a specified checkbox field is true then contribute to the total. This enables you to scope a consolidation by a condition on the source record, for example, to sum a value for a single role. You no longer need to calculate these totals in advance on the parent record.
In addition, you can now choose how source values are consolidated. As well as SUM, you can select the COUNT, MIN, and MAX operators. COUNT counts the source records that contribute to a target, while MIN and MAX return the smallest or largest source value. You can also calculate an average by dividing a SUM rollup by a COUNT rollup in a formula field.
Together, these enhancements give you more flexibility to surface the custom metrics that matter across your estimates through configuration alone, reducing the need for custom development.
You can now view, edit, and create custom rollup rules directly from the Services Estimator Administration page.
For more information, see Custom Rollup Rules Overview.
Apply Percentage-Based Rate Modifiers to Your Estimates
The Estimate Rate Modifier object has been added to Services Estimator. Estimate Rate Modifiers will enable you to apply percentage-based adjustments to estimate prices. This object is reserved for future use and is not available for configuration in this release — it will be introduced in a future release.
Manage Scoping Variables on Scoping Requirement Sets
The Scoping Variable object has been added to Services Estimator. Scoping variables will enable you to aggregate scores from scoping requirement responses into a total for each variable on a scoping requirement set, supporting more advanced scoping scoring. The object and the related Target Variable field on the Scoping Action object are reserved for future use and are not available for configuration in this release — they will be introduced in a future release.
Scale Services Estimator to Support Larger Project Estimates
We have enhanced the Services Estimator to handle complex, high-volume large project estimates more efficiently. These updates are designed to ensure that even the most intricate and detailed resource plans are processed consistently and reliably, without running into performance constraints that could hinder operations.
For project managers who are tasked with overseeing projects that involve a substantial number of record entries, you will likely notice that the process of saving large estimates has improved markedly. To further tailor your experience, we have introduced customizable settings in the Services Estimator, allowing you to control how calculations are performed to meet your specific needs.
The following new fields are added to the Services Estimator Settings:
- Run Estimate Rollup Calculation Async: When enabled, this option allows the rollup calculation to run in the background. We strongly recommend selecting this setting if you often work with large datasets, as it significantly reduces the likelihood of errors during saving.
- Asynchronous Rollup Threshold: This setting lets you specify the maximum number of role requests that can be processed synchronously during the rollup calculation. If your estimate exceeds this predefined limit, the rollup will automatically switch to asynchronous processing, ensuring operations continue smoothly without delay.
- Estimate Rollup Callable Batch Size: Specify the desired number of role requests per batch. This allows for greater control over how data is grouped and managed during the rollup process, facilitating more efficient handling of large volumes of data.
For more information, see Services Estimator Settings.
Monitor Real-time Estimate Calculations Progress
You can monitor your estimate saving progress. If the Run Estimate Rollup Calculation Async field is selected and a threshold value is set in the Asynchronous Rollup Threshold field within the Services Estimator Settings custom setting, the estimate calculation will run asynchronously. The Estimate Builder grid is now hidden and replaced by a saving progress indicator that displays the completion percentage.
For more information, see Services Estimator Settings.
Manage Estimates Faster with Finalized Data Rollups
We've optimized the process for managing products on the Estimates page by consolidating data rollups into a single final step. This prevents processing conflicts and ensures that notifications are sent only once calculations are accurate and complete.
Additionally, we have standardized the messaging pattern and notifications sent when any of the above-mentioned processes are complete, either synchronously or asynchronously.
Permissions
For information about the changes to permissions in this release, see Permission Sets and Other Technical Documentation.
Release Content
We want to help you find all of the information and resources that you need to use our products effectively.
Certinia Academy
If you want to learn more about the new features in this release, see the PS Cloud - Summer 2026 Release Highlights Certinia Academy module. This module will guide you through the new features in PS Cloud.
Fixes
Fixes are listed on the Known Issues page of the Certinia Community. You can access this page from the Community Support Hub. For a brief description of the issues that have been fixed in this version of Services Estimator, see the relevant section of the Known Issues page.